Financial Planning & Analysis Manager
Core
Build financial models, reporting, forecasting, and planning processes to support growth for a B2B SaaS company selling software subscriptions and implementation services.
Role type
Manager, Financial Planning & Analysis
Builds
Integrated three-statement models, driver-based forecasts, BI dashboards, and planning calendars
Domain
B2B SaaS, Defense & National Security
Required skills
Integrated three-statement modeling, driver-based forecasting, SaaS revenue mechanics (ARR, bookings, retention), variance analysis, BI dashboarding, SQL, workflow automation, advanced Excel/Google Sheets
Preferred skills
Government contract financial analysis, cloud/AI infrastructure cost forecasting, unit economics modeling
Responsibilities
Create and maintain annual corporate budget and monthly/quarterly rolling forecasts; Conduct actual-versus-budget and actual-versus-forecast variance analysis; Prepare monthly/quarterly financial reviews and board reporting; Build and maintain BI dashboards tracking financial KPIs; Clean historical datasets and automate data collection workflows; Partner with sales and operations on revenue, headcount, and contract timing assumptions
Seniority
Manager, hands-on IC