Sr. Manager Financial Planning & Analysis
Core
Lead financial planning, forecasting, and performance analysis across SaaS and payments business lines, transforming complex data into actionable insights for executive leadership and investors.
Role type
Senior Manager, Financial Planning & Analysis
Builds
Executive dashboards, financial models, and board-level/investor reporting packages
Domain
SaaS and Payments technology
Required skills
Financial modeling (three-statement), SaaS metrics (ARR, churn, retention), Payments economics, SQL, BI tools (Tableau, Power BI, Looker), AI/automation tools, Advanced Excel/Sheets
Preferred skills
Private equity background, Board reporting experience, High-growth tech business familiarity, Python
Technologies
Tableau, Power BI, Looker, SQL, NetSuite, Salesforce, ChatGPT, Copilot
Responsibilities
Lead monthly, quarterly, and annual forecasting and budgeting processes; Monitor revenue, bookings, ARR, churn, and margins; Model payments pricing, processor costs, and profitability; Prepare recurring financial reporting for executives and investors; Design and maintain dashboards for SaaS and payments metrics; Use AI tools to identify trends and improve reporting automation; Collaborate with cross-functional leaders on strategic initiatives; Evaluate ROI for strategic investments and pricing models.
Seniority
Senior, hands-on IC