Financial Planning and Analysis Manager

6 days, 23 hours ago
Full-time
Senior
Operations
PerformYard

PerformYard

PerformYard offers customizable and flexible performance management software designed to enhance employee reviews, goal setting, and feedback processes, thereby driving revenue growth and improving overall employee performance for organizations.

Professional Services
51-250
Founded 2013

Description

  • Lead the annual budgeting process and maintain a rolling 18-month forecast.
  • Partner with the CEO, VP of Finance, and operations leaders to deliver accurate forecasts and actionable insights.
  • Prepare monthly and quarterly financial reporting packages, including variance analysis versus budget and prior periods.
  • Build and maintain operating models, scenario analyses, and sensitivity models to support decision-making.
  • Own reporting and analysis of key SaaS metrics such as ARR, retention, LTV, and CAC.
  • Prepare board and investor reporting packages with clear narratives on variance and growth trends.
  • Manage cash flow modeling to support capital efficiency as the company scales.
  • Act as an internal consultant to department heads on the financial impact of headcount, spend, and strategic initiatives.
  • Improve financial processes, reporting efficiency, and data accuracy.
  • Collaborate with accounting, external CPAs, and auditors to align reporting and planning.

Requirements

  • Bachelor's degree in accounting, finance, or a related field required.
  • 5-8+ years of experience in FP&A, finance, or strategic finance, ideally in a PE- or venture-backed SaaS environment.
  • Strong understanding of SaaS business models, metrics, and revenue dynamics.
  • Advanced financial modeling and forecasting skills, including the ability to build models from scratch.
  • Strong familiarity with Salesforce data structures and BI tools.
  • Solid understanding of financial statements, cash flow, and how planning ties to actuals.
  • Strong presentation and communication skills for leadership and planning discussions.
  • High attention to detail, strong analytical mindset, and comfort in a fast-paced scaling organization.
  • Advanced proficiency in Microsoft Excel and the broader Office suite.
  • Experience analyzing M&A transactions is a plus.

Benefits

  • 100% remote position, now and forever.
  • Medical, dental, and vision insurance with an HSA plan.
  • Disability insurance.
  • 401(k) plan.
  • Generous PTO.
  • Paid holidays.
  • Other benefits included in the compensation package.

Interested in this position?

Apply directly on the company website

Apply Now

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