Provana - Manager - Financial Planning & Analysis

Manager - FP&A

Role Overview:

We are seeking a highly analytical and results-driven Finance & Revenue Operations professional to lead sales forecasting, revenue analytics, CRM governance, and strategic business partnering across Sales, Revenue Operations, Finance, and Leadership teams. The role is responsible for driving profitability through client-level P&L analysis, workforce optimization, utilization tracking, and AI-enabled financial insights.

The ideal candidate will combine strong FP&A expertise with revenue operations acumen, leveraging advanced analytics, automation, CRM systems, and AI-powered tools to improve forecasting accuracy, operational efficiency, and strategic decision-making.

Key Responsibilities:

Financial Planning, Forecasting & Analysis:

- Deliver accurate and timely financial reporting, forecasting, and performance analysis.

- Lead annual budgeting, quarterly forecasting, and long-range financial planning processes.

- Build, maintain, and enhance financial models to support strategic initiatives and business growth.

- Conduct Actual vs Budget vs Forecast variance analysis and identify key business drivers, trends, risks, and opportunities.

- Prepare executive dashboards, MIS reports, and board-ready presentations for senior leadership.

- Present actionable insights and recommendations to support strategic planning and operational excellence.

- Ensure compliance with internal controls, accounting standards, and corporate financial policies.

Sales Forecasting & Revenue Operations:

- Own weekly, monthly, and quarterly sales forecasting cycles.

- Manage pipeline forecasting methodologies and improve forecast accuracy.

- Maintain CRM hygiene and data integrity across platforms such as HubSpot and Salesforce.

- Conduct pipeline reviews with Sales leadership and GTM stakeholders.

- Monitor conversion rates, sales velocity, forecast coverage, and win/loss trends.

- Build automated dashboards and reporting frameworks for pipeline analytics and revenue tracking.

- Partner with Revenue Operations and Sales teams to improve forecasting discipline and operational visibility.

Business Partnering & Strategic Finance:

- Partner closely with Sales, Marketing, GTM, and Leadership teams on pricing, deal structuring, and profitability analysis.

- Support strategic initiatives including market expansion, investment decisions, and growth planning through financial modeling and scenario analysis.

- Drive operational efficiency, cost optimization, and profitability improvement initiatives.

- Evaluate the financial impact of hiring plans, organizational changes, and resource allocation decisions.

- Provide financial guidance and decision support to cross-functional business leaders.

CRM, Analytics & AI-Enabled Reporting:

- Manage CRM reporting, workflow automation, and dashboard governance.

- Develop AI-enabled reporting workflows using tools such as ChatGPT, Microsoft Copilot, Claude, and HubSpot AI.

- Automate management reporting, forecasting, and analytical processes.

- Improve integration and data flow between CRM, ERP, and finance systems.

- Ensure CRM governance, reporting consistency, and data quality standards.

- Leverage Power BI, Power Query, and automation tools to enhance reporting scalability and business insights.

Profitability, Workforce Planning & Utilization:

- Own client-level profitability, margin analysis, and account performance tracking.

- Monitor gross margin, contribution margin, and overall business profitability metrics.

- Lead headcount planning, productivity analysis, and cost-per-FTE reporting.

- Track utilization, staffing efficiency, and bench cost management.

- Support workforce optimization and capacity planning initiatives.

Qualifications:

- CA / CMA / Tier-1 MBA / CFA.

- Experience in FP&A, Commercial Finance, Business Finance, Revenue Finance, or Revenue Operations.

- Strong expertise in budgeting, forecasting, financial modeling, and profitability analysis.

- Hands-on experience with CRM platforms such as HubSpot and Salesforce.

- Strong understanding of sales pipeline management, revenue operations, and business performance analytics.

Required Skills:

Advanced Microsoft Excel skills including:

1. Financial modeling

2. Power Query

3. Power Pivot

4. Scenario analysis

5. Complex formulas

6. Large dataset management

- Strong PowerPoint presentation and executive reporting capabilities.

- Hands-on experience with Microsoft Power BI for dashboarding and reporting automation.

- Experience leveraging AI tools such as ChatGPT, Microsoft Copilot, Claude, and HubSpot AI for analytics and workflow optimization.

- Strong analytical thinking, stakeholder management, and business partnering skills.