Manager, Financial Planning & Analysis - Remote

ProfitSolv is a SaaS business services provider for the legal and accounting industry. We are looking for an Manager, Financial Planning & Analysis to join our growing team!  

The Manager, Financial Planning & Analysis is a high-visibility, high-impact role responsible for owning consolidated financial reporting, forecasting, and analysis across the enterprise. Reporting to the VP, Commercial Finance (FP&A) and partnering closely with the CFO and Executive team, this individual contributor will serve as the analytical backbone of the FP&A function — building scalable models and system infrastructure, architecting a reporting dimension structure to support business growth, and delivering board-ready insights that drive strategic decision-making.

This role sits at the center of a private-equity-backed SaaS environment and will partner closely with product and functional finance leaders to ensure a unified approach to forecasting, budgeting, and unit economics analysis. The successful candidate will combine deep SaaS FP&A expertise with a forward-looking orientation toward AI-enabled automation, helping modernize how the company reports, analyzes, and communicates financial performance

What we provide:  

• Opportunity to Invest in Your Future. We offer a 401K match.  
• Paid Time Off. Enjoy paid time off and paid holidays.  
• Great Coverage. Take advantage of health, dental, and vision HSA and FSA policies.  
• A Great Team. Collaborate with smart, curious, hardworking individuals.  
• Performance Compensation. Be rewarded for your hard work with performance-based merits.  
• Remote Work. Want to work from home? No problem! 

 
As a FP&A Manager, you will: 

• Own consolidated financial reporting and forecasting across the enterprise, delivering accurate and timely outputs to senior leadership.
• Prepare and present executive- and board-level reporting packages, including variance analysis, KPI dashboards, and narrative commentary tailored to the PE sponsor and executive audiences.
• Produce business unit reporting that surfaces performance drivers, risks, and opportunities at the segment level.
• Track and report on SaaS KPIs and unit economics including ARR, MRR, churn, NRR, CAC, LTV, Rule of 40, and related metrics.
• Partner closely with the VP of Commercial Finance and Director of Financial Systems to architect the reporting dimension structure (chart of accounts, cost centers, product/segment hierarchy) to support evolving business needs and future scale.
• Establish and maintain a rolling forecast process that drives discipline and forward visibility across the organization, preparing a reliable company baseline exit rate for annual planning use.
• Work alongside the VP of Commerical Finance to lead the annual budgeting cycles and long-range strategic planning in partnership with functional and product line leaders.
• Oversee a unified revenue and ARR driver-based forecast, working with finance directors supporting multiple business unit segments to ensure a standard approach and timely updates.
• Build and maintain driver-based models reflecting SaaS operating mechanics — ARR, retention, expansion, churn, quota capacity, pipeline conversion, CAC, LTV — and expense and headcount cost drivers at the vendor level, including management adjustment costs.
• Partner with VP Finance to manage business partnering support for R&D, Product, and G&A teams, serving as a trusted finance partner to functional leaders.
• Model and measure the ROI of strategic initiatives, including technology investments, automation opportunities, and operational improvement efforts.
• Own the shared services cost allocations strategy, implementation, and ongoing maintenance to ensure business unit P&Ls are properly burdened.
• Streamline allocation methodologies and ensure system architecture supports future business scale, M&A integration, and segment-level reporting needs.
• Translate complex financial data into clear, actionable narratives for senior leadership, the executive team, and the PE sponsors.
• Partner with senior leaders to surface insights, challenge assumptions, and inform strategic decision-making.
• Support M&A diligence, integration, and post-acquisition performance tracking, including systems integration work.
• Lead ad hoc modeling and analysis to support strategic initiatives, scenario planning, and investment decisions.
• Continuously improve financial reporting tools, forecasting methodologies, and dashboard capabilities to enhance accuracy, transparency, and usability; drive initiatives to advance process automation and financial systems integration.
• Develop best-in-practice processes for reporting and data cleansing to ensure accuracy, timeliness, and scalability.
• Identify and implement opportunities to reduce manual effort across FP&A through intelligent automation and modern tooling.
• Use AI tools to automate and streamline data checks, reporting and commentary generation, and financial modeling workflows.

This position follows established policies and procedures to keep confidential information secure. 

A great fit for this position has: 

• Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field required; MBA or CPA is advantageous.
• Minimum of 4–6 years of progressive corporate FP&A experience with hands-on modeling and reporting ownership.
• Deep understanding of SaaS ARR unit economics, with the ability to translate metrics into business insight.
• Understanding and demonstrated ownership of headcount cost drivers, vendor level costs, marketing programs costs, hosting/cogs-related costs, and management adjustment costs.
• SaaS, software, or services industry background required.
• Advanced financial modeling skills with demonstrated ability to build complex, driver-based models from scratch in Excel and other cloud-native forecasting tools.
• Adaptive Planning — extensive hands-on user experience required; background in Adaptive implementations or major re-architectures a strong plus.
• Prior experience using Sage Intacct or NetSuite ERP required.
• Proven experience owning or significantly contributing to budgeting, forecasting, and variance analysis processes.
• Ability to synthesize large, complex datasets into clear executive-level narratives and recommendations.
• Results-oriented mindset with a focus on delivering accurate, timely, and actionable financial intelligence.
• Comfort operating in a fast-paced environment with high ownership and ambiguity.

Additional Desirable Qualifications 

• Private-equity-backed experience.
• Prior experience supporting multi-segment or multi-business-unit reporting structures.
• Prior exposure to M&A diligence or integration work
• Experience with Salesforce and revenue billings systems.
• Proficiency with BI tools (Power BI, Tableau, Looker) and comfort querying data independently (SQL a plus).
• Naturally curious — pushes to understand root causes and business drivers rather than accepting numbers at face value.
• Excellent verbal and written communication skills.
• Strong time management skills.
• Strong initiative and sound decision making ability.
• Ability to travel as needed.  

Our commitment to you: At ProfitSolv, we are committed to being a diverse and inclusive workplace as an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. We embrace a diverse group of backgrounds and experiences to connect with clients, solve problems, and innovate. 

This is a full time position