Financial Planning & Analysis Manager

Accounting/Finance·Full-Time·United States

Build Your Future With Us

The digitization of tax compliance is fundamentally changing global commerce and how businesses need to operate and grow. Governments now have real-time visibility into business data, creating new challenges and new opportunities for organizations around the world. At Sovos, we're transforming tax compliance from a business requirement into a driver of growth through AI-powered technology that delivers the accurate, real-time insights businesses need to make smarter decisions.

We're solving more than today's tax compliance challenges. We're helping reshape global economies by enabling organizations to navigate increasingly complex and rapidly changing regulatory environments with confidence – and helping communities thrive.

AI is accelerating what's possible, enabling tax and technology professionals to more effectively drive critical regulatory decisions. That's where Sovos excels, combining intelligent technology with human expertise to help customers stay ahead of change.

Don't worry if you don't check every box. We're focused on hiring great people, not perfect resumes. It's less about what you've done elsewhere and more about what you're capable of doing here.

The Role

At Sovos, we're looking for a strategic financial business partner to join our FP&A team and drive financial planning, analysis, and decision-making for our Managed Services and Professional Services organizations. You'll partner closely with senior leadership to shape capacity planning, optimize margins, and influence investment decisions that directly impact how we deliver value to clients. This role sits at the intersection of finance and operations, translating complex data into clear insights that guide our services strategy.

More specifically, you will:

• Partner with Managed Services and Professional Services leadership as their primary financial advisor, building trusted relationships that surface insights, challenge assumptions, and guide resource allocation and delivery investment decisions.
• Build and maintain workforce capacity models to optimize headcount planning, billable utilization targets, and productivity benchmarks, and own resource demand forecasting in partnership with delivery leadership.
• Own the end-to-end budgeting, forecasting, and long-range planning process for the services portfolio, ensuring alignment between capacity, backlog, and financial goals while identifying opportunities for margin improvement.
• Evaluate project and engagement-level profitability, track gross margin trends by service line, and provide financial frameworks to guide pricing decisions and measure return on delivery investment.
• Deliver insightful reporting, executive presentations, variance explanations, and data analyses (ARR, services revenue, utilization rates, margin by engagement) to senior management in support of business reviews and performance management, leveraging AI tools where appropriate to improve efficiency and insight quality.
• Collaborate with Accounting and cross-functional teams to maintain consistency between budgets, forecasts, and reported financials, ensuring data quality and accuracy across key systems.
• Project manage monthly Operational Review and Board reporting processes, ensuring deadlines are met and the story behind the numbers is clearly communicated.

What You Bring to Sovos

• Strong financial planning and analysis skills demonstrated through prior work or education (Bachelor's in Business, Finance, Economics, Accounting, or equivalent experience preferred; MBA a plus).
• You have financial planning and analysis experience, ideally in Private Equity-backed SaaS or technology services companies with a mix of recurring and project-based revenue.
• Understanding of SaaS and services metrics (MRR, ARR, GRR, billable utilization, services gross margin, backlog), forecasting, and financial modeling best practices — we'll assess this through a work sample and conversation.
• Experience with services P&L management, project cost accounting, or professional services automation (PSA) tools is strongly preferred, as is experience collaborating with international delivery teams.
• Strong proficiency in Excel (financial modeling, scenario analysis, pivot tables) and hands-on experience with tools like Adaptive, NetSuite, Salesforce, Tableau, Power BI, or similar platforms. Comfort with AI-assisted workflows is a plus.
• Working knowledge of GAAP, particularly around revenue recognition (ASC 606) and project-based accounting, combined with You approach ambiguous problems methodically, structure analyses to uncover root causes, and translate findings into clear recommendations..
• Excellent verbal and written communication skills, with the ability to distill complex analyses into clear, actionable insights for stakeholders at all levels.
• Due to client contractual obligations, the successful candidate will be asked to clear a background check and drug test upon hire.

The Process

We believe in a transparent and comprehensive hiring process. Here's what you might expect:

Pre-Employment Assessment

Regionally specific assessments we use to mitigate bias and give every applicant a fair shot.

Video Interview

A chance to meet as many qualified applicants as possible and get to know you beyond your resume.

Meeting with a Recruiter

A conversation to talk through the role, your experience, and your goals.

Live Interviews with the Hiring Team

Meet the people you'll work with and dig into the day-to-day of the role.

Life at Sovos

The tools to enhance your life - because we want you to enjoy your life outside of work and inside!

• Global Mentoring Programs
• AI Tools and Technology from Day 1
• Continuous Learning and Development
• Language Learning Support
• Global Employee Recognition Platform and Programs
• Global Parental Leave Policy
• Flexible Time-Off
• Comprehensive Health, Dental and Vision Insurance
• 401(k) with company match
• HSA with Sovos match
• Tuition Reimbursement
• Volunteer Time Off and Charitable Giving Match

Company Background

Sovos is transforming tax compliance from a business requirement to a force for growth. Our flagship product, the Sovos Compliance Cloud platform, enables businesses to identify, determine, and report on every tax obligation across the globe. Sovos processes nearly 20 billion transactions per year, helping companies scale their compliance strategy in 150+ countries.

More than 100,000 customers – including half the Fortune 500 – trust Sovos’ tax and regulatory expertise and unparalleled integration with their business applications. Learn more at sovos.com.

Ready to make your move?

We'd love to hear from you. Use the Apply button at the top of this page to submit your application