Manager - Financial Planning & Analysis - SaaS Industry

Description:

Key Responsibilities:

- Lead annual budgeting, rolling forecasts, and multi-year financial planning tailored to the software-as-a-service (SaaS) operating model.

- Build, enhance, and maintain dynamic financial models that capture customer acquisition, retention patterns, upsell rates, cohort analysis, and unit economics.

- Perform detailed variance analysis (Actuals vs Budget/Forecast) to identify trends, pinpoint cost or revenue anomalies, and communicate key business drivers to leadership.

- Partner cross-functionally with Sales, Marketing, Product, and Customer Success teams to drive financial alignment and support strategic decision-making.

- Design and deliver intuitive, SaaS-focused KPI dashboards covering metrics such as CAC (Customer Acquisition Cost), LTV (Lifetime Value), NRR (Net Revenue Retention), ARR (Annual Recurring Revenue), churn, activation, and payback period.

- Support pricing strategy development, investment cases, and scenario planning to guide go-to-market and customer expansion decisions.

- Prepare clear, investor-ready presentations and board materials articulating the financial story, SaaS-specific growth levers, and trajectory.

- Monitor and drive improvements in SaaS metrics, including retention, conversion funnel optimization, and customer engagement analysis.

Key Skills & Requirements: