Senior Manager/Manager - Financial Planning & Analysis - SaaS/Tech

Senior Mgr & Mgr - FP&A (Collaboration with Sales & Marketing ++) - MBA Finance

Financial Planning & Budgeting

- Lead end-to-end planning and forecasting processes for Sales and Marketing functions.

- Build and maintain detailed revenue, pipeline, and expense models with business-level granularity.

- Own the monthly and quarterly forecast cycles, and prepare executive-level deliverables.

Business Partnering

- Serve as the finance partner to Sales & Marketing leadership - supporting them with data-backed recommendations.

- Collaborate with Sales Ops & Marketing Ops to understand funnel metrics, campaign ROI, sales productivity, and customer acquisition costs.

- Support pricing, discounting, and promotional strategies by evaluating financial impact and ROI.

Reporting & Variance Analysis

- Deliver accurate and timely MIS reports, dashboards, and monthly business reviews (MBRs).

- Perform variance analysis vs. budget/forecast and provide strategic commentary on key drivers.

- Track performance metrics such as CAC, LTV, sales efficiency, quota attainment, and channel profitability.

Strategic Decision Support

- Evaluate GTM investments including headcount planning, marketing campaigns, digital spend, and channel mix.

- Provide financial modeling support for new commercial initiatives, geographic expansion, and customer segments.

- Analyze trends and provide forward-looking insights to drive proactive decision-making.

Process Improvement & Automation

- Drive automation in forecasting, reporting, and budgeting processes using tools like Excel, Power BI, Anaplan, or similar.

- Identify opportunities to improve data accuracy and timeliness by collaborating with data engineering/analytics teams.

Experience in FP&A, preferably in a SaaS, tech, or fast-paced environment.