Manager, Financial Planning & Analysis (FP&A)

Position Overview: 

Manager, Financial Planning & Analysis (FP&A) will be responsible for supporting the financial planning, budgeting, forecasting, management reporting processes and ad-hoc modeling to support strategic decisions for the organization. This role involves collaborating with stakeholders across various business units to provide actionable financial insights and recommendations that drive strategic decision-making and support business growth. The Senior Associate will contribute to improving financial performance, ensuring accuracy in financial models, and maintaining alignment with company objectives. 

Key Responsibilities:

• Lead and assist in the annual budgeting process and ongoing forecasting activities. 
• Analyze trends, financial results, and operational performance to provide insights to management team. 
• Assist with development and maintain financial models to support planning, forecasting, and business scenarios. 
• Prepare regular financial performance reports, highlighting key insights, variances, and actionable recommendations. 
• Assist in monthly, quarterly, and annual financial close processes to ensure timely and accurate reporting. 
• Perform variance analysis to explain differences between actual financial performance and budget. 
• Work with department heads to understand business drivers, challenges, and opportunities. 
• Provide support to management with data-driven recommendations on cost control, operational efficiency, and investment decisions. 
• Identify opportunities to improve financial reporting, forecasting, and planning processes, aligning with company-wide goals. 
• Provide ad-hoc analysis as needed for special projects, business cases, and strategic initiatives. 
• Support mergers, acquisitions, and other major business developments with financial insights. 

• Bachelor’s degree in Finance, Accounting, Business, or related field.  
• 5-8 years of experience in financial planning, analysis, or related roles, preferably in a data/technology environment  
• Proven experience working with metrics such as subscription revenue, ARR, bookings (new logos/churn), and retention rates 
• Strong experience in budgeting, forecasting, and financial reporting. 
• Advanced proficiency in Microsoft Excel (including building dynamic financial models) and PowerPoint.  
• Knowledge of ERP systems and data visualization tools is a plus. 
• Strong analytical and problem-solving skills. 
• Strong communication skills (both written and verbal); ability to communicate clearly to management and other key stakeholders 
• Strong attention to detail and organizational skills. 
• Ability to work under pressure, prioritize tasks, and meet deadlines in a fast-paced environment. 
• Ability to work independently and as part of a team; a highly motivated self-starter 
• Nice to have: prior experience leveraging AI tools (Claude) to automate repetitive reporting, variance analysis, and other forecasting workflows