Financial Planning & Analysis Manager (Client Experience Business Partner)
Core
Finance partner to the Customer Experience Group (CXG) driving go-live forecasting, capacity planning, and revenue/ARR alignment for a SaaS platform serving U.S. banks.
Role type
Manager, Financial Planning & Analysis (FP&A)
Builds
Time-phased launch forecasts, executive reporting materials, and automated financial models for go-to-market teams.
Domain
SaaS / Fintech (Digital banking platform for U.S. credit unions and banks)
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Advanced financial modeling, forecasting, Excel, business acumen, data synthesis, strategic decision support, executive presentation, independent operation
Preferred skills
SaaS or fintech experience, board-level reporting support, AI process automation
Technologies
Excel, Adaptive
Responsibilities
Partner with CXG leaders on budget and resource decisions; advise on trade-offs across capacity, hiring, and go-live priorities; coordinate forecasting of go-lives by translating capacity and backlog into time-phased forecasts; prepare executive-level reporting on go-lives, backlog, and ARR; align CXG metrics and data sources with Finance; collaborate to keep forecasts, actuals, and revenue recognition aligned; enhance forecasting automation and data integrity.
Seniority
Manager, hands-on IC