FP&A Manager

Who we seek:

We’re seeking an FP&A Manager to join our Finance team and provide financial planning and analysis activities for our Customer Success and Client Services divisions. Reporting to the Senior Manager of FP&A, the FP&A Manager will play a critical role in driving financial insights, providing strategic guidance, and supporting decision-making processes to ensure the long-term success of our product and initiatives. The ideal candidate has a background in financial analysis, forecasting, budgeting, and cross-functional collaboration within the software industry.

Were looking for this person to be based in EST.

What you’ll do:

• Provide FP&A support for Post-Sales (Customer Success and Client Services), collaborating closely with the respective leaders to drive financial performance and ensure alignment with overall business objectives
• Maintain accurate records of employee headcount across departments, locations, and cost centers
• Develop and maintain comprehensive financial models, forecasts, and budgets that provide accurate insights into the performance and profitability of post-sales functions
• Develop operational KPIs and financial metrics to track post-sales performance
• Conduct rigorous financial analysis, evaluate investment opportunities, and identify risks and opportunities to optimize resource allocation, drive growth, and improve profitability
• Partner with cross-functional teams, including Customer Success, Professional Services, Support, Training and Business Operations to gather inputs, validate assumptions, and provide financial guidance for post-sales initiatives, including capacity planning, services scalability, and customer retention strategies
• Create and maintain monthly and quarterly financial planning processes, including the preparation and presentation of financial reports, variance analysis, and KPIs for senior leadership and stakeholders
• Collaborate with the Accounting team to ensure accurate and timely financial reporting

What you’ll bring:

• Bachelors degree in Finance, Accounting, Economics, or a related field.
• 5+ years experience in FP&A, preferably in SaaS, technology, or professional services
• Experience working cross-functionally with Customer Success, Support, and Professional Services teams
• Strong understanding of post-sales business models, including renewals, churn, ARR expansion, and service profitability
• Effective communication and presentation skills, with the ability to distill complex financial concepts for non-financial stakeholders
• Strong quantitative skills and proficiency in G-Suite, Excel, and NetSuite. Experience with FP&A tools is a plus.
• Ability to function independently as well as within a team effectively and efficiently

Our Values:

We look for people who embody our values - Care, Do,Try & Shine.

• Care - We care about our customers and each other
• Do - We do what it takes to make a positive impact
• Try - We try our best and we don’t give up
• Shine - We shine and make it our mission to always stand out

BigBenefits: 

💻 Work from home with a global remote-first community

 Global Culture Corner

 Flexible PTO and Quarterly Volunteer Days

💸 Equity Participation

 100% employer-covered medical, dental, and vision options available to you

🐶 Additional insurance benefits like pet insurance and legal assistance 

📚 Learning & Development Opportunities 

 Fidelity Employer Sponsored 401K 

 Robust DEI Program with several vibrant ERG communities

 Paid Parental Leave

The annual base salary range is $110,000 - $145,000. Actual salaries will vary and are based on a candidate’s qualifications, skills, and competencies. Salary is just one component of our Compensation Philosophy. Variable/Bonus Compensation & Equity Incentives align with individual and company performance.

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