Financial Planning & Analysis Manager at Jobgether – United States

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Financial Planning & Analysis Manager in the United States.

This role is ideal for a strategic and analytically minded finance professional looking to lead financial planning and reporting in a dynamic SaaS environment. You will oversee budgeting, forecasting, and KPI reporting while providing actionable insights to senior leadership. The position requires close collaboration with cross-functional teams, including sales, revenue operations, and accounting, to ensure accurate financial models and forecasts. You will drive continuous improvement in financial processes, enhance reporting efficiency, and support strategic business decisions. This is a high-impact role for someone who thrives in a fast-paced, rapidly evolving organization and enjoys translating complex financial data into clear insights.

• Lead and support the annual budgeting, planning, and forecasting processes in collaboration with key budget owners.

• Maintain and develop financial models to inform strategic business decisions.

• Analyze revenue, expenses, and KPIs to ensure accurate forecasting and provide monthly variance explanations.

• Prepare and distribute management reporting packages, addressing inquiries and supporting senior leadership with actionable insights.

• Optimize reporting structures and processes to provide stakeholders with clearer visibility into company performance.

• Collaborate with sales and revenue operations to develop targets aligned with overall company goals.

• Support ad hoc financial analysis and strategic evaluation of potential business opportunities.

Requirements:

• Bachelor’s Degree in Accounting, Finance, or related field; advanced finance certifications a plus.

• 7–10 years of experience in Financial Planning & Analysis, Investment Banking, Private Equity, or Strategic Finance.

• Experience in SaaS or software companies, with understanding of ARR and other subscription metrics.

• Strong quantitative, analytical, and problem-solving skills with advanced Excel and PowerPoint proficiency.

• Experience with financial planning tools, preferably Adaptive Planning.

• Excellent communication skills to present complex financial information clearly across all levels of management.

• Self-starter with ability to thrive in a fast-paced environment, manage multiple priorities, and drive continuous improvement.

• Collaborative mindset with attention to detail and commitment to high-quality deliverables.

Benefits:

• Competitive salary with performance-based incentives.

• Health, dental, and vision insurance options.

• Opportunities for professional growth and skill development.

• Flexible work arrangements and supportive team culture.

• Exposure to strategic finance initiatives within a high-growth SaaS environment.

• Contribution to key business decisions impacting overall company performance.