Manager/Senior Manager, Financial Planning & Analysis

Scope of the Role: 

We are seeking a Manager or Senior Manager of FP&A to serve as a core, hands-on member of the corporate finance team supporting a fast-growing, publicly traded AI data engineering company. This is an ownership role: the individual will own and run key forecasting, budgeting, and modeling workstreams end to end, partner closely with operations and accounting, and help build the financial infrastructure required to scale globally. The role carries significant exposure to executive leadership and strategic decision-making, including M&A and capital allocation, and demands someone who is equally comfortable building the model and communicating the story behind it.

What You’ll Own:

• Financial modeling (core): Own, build, and continuously improve sophisticated driver-based financial models spanning the consolidated forecast, annual operating plan, and long-range plan, including scenario, sensitivity, and unit-economics analysis to support executive and Board decisions.
• Service industry acumen: Apply deep familiarity with services / delivery-based business economics — utilization, billable capacity, project margins, revenue recognition timing, and headcount-to-revenue linkage.
• Process ownership: Own defined FP&A processes end to end — from data through analysis to reporting — and drive standardization, automation, and repeatable close and forecast cycles rather than relying on ad hoc effort.
• Executive communication: Communicate clearly and credibly with senior leadership and executives, translating complex financial analysis into concise, decision-ready narratives and materials.
• Lead the monthly close partnership with Accounting, including variance analysis, revenue reconciliation, and management reporting.
• Prepare Board, investor, and executive materials with strict adherence to public-company disclosure discipline.
• Partner with operations and delivery leaders to translate operational metrics into financial outcomes.
• Support corporate development, including valuation frameworks, diligence support, and deal modeling.
• Mentor analysts and contribute to the maturation of the FP&A function.

You’ll Thrive in This Role If You Have:

• Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA, CPA, or CFA a plus.
• Six or more years of progressive FP&A experience (eight or more for Senior Manager), preferably in a public company or high-growth technology or professional-services environment.
• Private equity, portfolio-company, or startup / high-growth experience a strong plus.
• Advanced financial modeling and Excel skills are essential; experience with modern planning tools (e.g., Adaptive, Pigment, Anaplan) and BI platforms preferred.
• Direct experience with pricing, margin analysis, and/or deal economics.
• Strong understanding of GAAP, revenue recognition, and SEC reporting considerations.
• A hands-on operator who owns processes and builds, not just reviews — comfortable in the detail while keeping the strategic picture in view.
• Excellent communication skills, with a proven ability to present financial concepts to non-financial and executive audiences.
• Experience supporting M&A or corporate development a strong plus.

The expected salary range for this position is $150,000 – $175,000 USD per year, based on experience, skills, and qualifications.