Senior Finance Manager - FP&A

Role Summary

We are seeking a highly experienced Senior Finance Manager – FP&A with strong SaaS domain expertise to lead forecasting, budgeting, and financial planning at a strategic level. This role will partner closely with Sales leadership, handle complex revenue models, and drive actionable insights across the business. The ideal candidate is a self-starter, strategic thinker, and proactive communicator who thrives in fast-paced, high-growth environments.

Key Responsibilities:

Forecasting, Budgeting & Financial Planning

• Own and lead annual budgeting, rolling forecasts, and long-range planning processes.
• Develop financial models to support business strategy, growth initiatives, and scenario planning.
• Analyze variances against budget/forecast and provide clear insights and recommendations to leadership.
• Drive continuous improvement in FP&A processes, tools, and reporting accuracy.

SaaS Revenue & Financial Management

• Manage and analyze SaaS revenue waterfalls, including deferred revenue, bookings, billings, and revenue recognition.
• Prepare and consolidate key SaaS metrics including ARR, MRR, churn, retention, and net revenue retention.
• Support month-end and quarter-end close with deep analysis of revenue and performance trends.

Sales Partnership & Commission Management

• Act as a key finance partner to Sales and Revenue teams, providing insights on performance and pipeline health.
• Design, calculate, and administer sales commission plans, ensuring accuracy and transparency.
• Support deal structuring, pricing analysis, and margin optimization in collaboration with Sales.

Systems & Tools

• Leverage Salesforce for pipeline analysis, forecasting, and revenue insights.
• Lead or contribute to NetSuite Planning & Budgeting processes, including consolidation and reporting.
• Ensure data integrity across financial systems and support system enhancements or implementations.

Leadership & Stakeholder Communication

• Present financial insights, forecasts, and strategic recommendations to senior leadership.
• Proactively communicate risks, opportunities, and business trends.
• Operate independently with minimal oversight while collaborating effectively across departments.

Requirements

• 8–12+ years of progressive finance experience, with a strong focus on FP&A in a SaaS environment.
• Senior-level experience in forecasting, budgeting, and strategic financial planning.
• Hands-on experience with Salesforce (forecasting, pipeline, sales analytics).
• Proven experience working directly with sales teams, including sales commission calculations.
• Strong understanding of SaaS financial concepts: revenue waterfalls, ARR, MRR, deferred revenue, and consolidation.
• Experience with NetSuite Planning & Budgeting is strongly preferred.
• Advanced financial modeling and Excel skills.

Key Traits & Competencies

• Self-starter who takes ownership and figures things out independently.
• Strategic thinker with the ability to link financial insights to business outcomes.
• Proactive communicator who can clearly explain complex financial concepts to non-finance stakeholders.
• Highly analytical, detail-oriented, and results-driven.
• Comfortable operating in a fast-paced, scalable SaaS environment.