Siepe2mo ago

Financial Planning & Analysis Manager

DallasFull-timemid

Finance & AccountingOtherFinancial Planning & Analysis ManagerFinancial Planning

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Quick Summary

Overview

Siepe is a fast-growing technology company headquartered in Dallas, TX – focused on helping investment managers turn complexity into clarity. We build software and data solutions that give hedge funds and financial services firms the visibility, speed, and confidence they need to make better…

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Our platform delivers a unified source of truth that empowers our clients with real-time, actionable insights. We don’t just serve the industry – we help modernize it!

Siepe is profitable, privately held, and growing fast. We offer more than just competitive pay and great benefits—we offer the chance to do impactful work alongside sharp, driven teammates in a culture that rewards curiosity, initiative, and follow-through. Whether you come from finance, tech, or are charting a new path, you’ll find meaningful problems to solve, real ownership, and the momentum to grow your career with purpose.

We are seeking a highly analytical and driven FP&A Manager to help build and scale our financial planning and analysis function. This role will play a key part in developing a new FP&A framework, enhancing financial visibility across business segments, and supporting executive leadership and with timely, actionable insights.

This is a high-impact opportunity for someone who thrives in a fast-paced SaaS environment and wants to help shape financial processes in a growing organization.

Assist in building and implementing a scalable FP&A framework aligned with company growth objectives.

Develop financial models, planning tools, and reporting structures to improve forecasting accuracy and strategic visibility.

Partner cross-functionally to establish standardized planning processes and performance tracking.

Lead the annual budgeting process, including coordination with department leaders.

Maintain and update monthly rolling forecasts.

Develop long-range financial models to support strategic planning.

Create detailed financial analysis across business segments (e.g., product lines, customer segments, geographies).

Evaluate revenue performance, cost structure, margins, and unit economics.

Support pricing analysis, investment decisions, and resource allocation discussions.

Provide data-driven recommendations to the CFO.

Define, track, and report key financial and operational metrics (e.g., ARR, NDR, GDR, CAC, LTV, gross margin, EBITDA).

Partner with Accounting team to build and maintain a comprehensive reporting package for monthly close, quarterly board meetings, and year-end reporting.

Present financial performance summaries and insights to CFO.

Improve reporting automation and dashboard capabilities.

Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred).

5-7+ years of experience in FP&A or corporate finance (SaaS experience strongly preferred).

Strong financial modeling and advanced Excel skills (experience with BI tools and leveraging AI a plus).

Ability to work with large data sets across multiple systems and build automated reporting and analysis.

Deep understanding of SaaS metrics and subscription-based business models.

Experience supporting executive leadership and/or Board reporting.

Excellent analytical, communication, and presentation skills.

Ability to operate independently in a fast-paced, evolving environment.

Must have current and ongoing authorization to work in the country of employment without the need for visa sponsorship, now or in the future.