FP&A Manager
Core
Own revenue and OpEx models, run monthly revenue forecasts, manage budgeting, and provide decision support for financial strategy in a scaling SaaS company.
Role type
Senior FP&A Manager (Strategic Finance)
Builds
Revenue, OpEx, and cash flow models; investor-ready financials for fundraising
Domain
SaaS / Wealth Management Technology
Required skills
Financial modeling (revenue, OpEx, cash flow), SaaS metrics (ARR, retention, CAC, payback), Revenue recognition accounting, Forecasting, Budgeting, Cross-functional partnership, Data analysis, Investor relations support
Preferred skills
Investment Banking, Big 4 Accounting, Private Equity experience
Technologies
AI tools, Agentic workflows, Financial modeling software
Responsibilities
Maintain and improve revenue, operating expense, and cash flow models; Run monthly revenue forecasts using pipeline and bookings data; Support annual budgeting and track spend vs. actuals; Evaluate ROI on projects and provide recommendations; Partner with Sales, Product, and Operations to ensure data consistency; Automate finance workflows using AI; Support fundraising due diligence and investor reporting