Senior Financial Planning and Analysis Manager
Core
Senior FP&A Manager leading budgeting, forecasting, M&A diligence, and AI-augmented financial workflows for a high-growth patient engagement platform.
Role type
Senior IC Financial Planning & Analysis Manager
Builds
3-statement models, rolling forecasts, scenario analyses, acquisition models, and AI-powered reporting pipelines
Domain
Healthcare technology / B2B SaaS
Deliverable
production ML models
Required skills
Expert financial modelling, full-cycle budgeting and forecasting, M&A diligence, AI/LLM workflow design, complex data manipulation, strategic partnering
Preferred skills
B2B SaaS unit economics, M&A experience, Board/investor relations, Metabase/Xero/Hubspot proficiency
Technologies
LLMs, agentic tools, Metabase, Xero, Hubspot
Responsibilities
Lead end-to-end planning cycle (budgeting, forecasting, reforecasting), own financial reporting and Board materials, build analytical dashboards and unit economics trackers, partner on market sizing and business cases, lead M&A and partnership diligence, design AI-augmented finance workflows
Seniority
Senior, hands-on IC