Note: The job is a remote job and is open to candidates in USA. Sovos is a global provider of tax, compliance, and trust solutions and services. The Financial Planning & Analysis Manager will lead budgeting, forecasting, and long-range planning for the Go-to-Market organization, develop financial models, and translate performance data into insights for executives and the Board. The role also partners across Accounting, GTM, and other functions on reporting, M&A integration, data integrity, and strategic analysis.
Responsibilities
- Own execution of monthly financial forecasts, annual budgets, and long-range planning activities, ensuring accuracy and alignment with business objectives
- Lead monthly Operational Review and Board of Directors reporting processes, delivering clear GTM financial narratives around ARR, net bookings, revenue, and pipeline - translating drivers and risks into actionable insights for executives and the Board
- Build and maintain integrated financial models and scalable processes that evolve with the business, leveraging AI tools and technologies to enhance financial modeling, automate routine analyses, and accelerate insight generation
- Partner with Accounting to maintain consistency between budgets, forecasts, and reported GAAP financials, and collaborate with GTM and business leaders to align financial forecasts with strategic priorities and commercial realities
- Support M&A integration initiatives with a focus on SaaS revenue metrics, ensuring acquired entities are brought into the forecasting and reporting framework
- Partner with cross-functional teams to ensure data integrity across Adaptive, Keystone, NetSuite, and other key financial systems, and lead ad hoc modeling to support strategic and operational initiatives as they arise
Skills
- Relevant experience in finance, business, economics, or accounting; Bachelor's degree or equivalent experience preferred
- You have finance experience with demonstrated growth in scope and complexity with significant time in FP&A, ideally within Private Equity-backed SaaS companies - including deep, hands-on expertise in SaaS metrics (ARR, GRR, net bookings, billings, pipeline) and the commercial mechanics behind them
- You've owned revenue forecasts and independently crafted financial narratives for GTM leadership and executive/Board audiences
- You can build integrated financial models and scenario analyses in Excel, including integrated financial models and scenario analysis, plus hands-on experience with Adaptive, NetSuite, Tableau, and MS Office
- Working knowledge of GAAP to ensure forecasts reconcile with reported results, and comfort working with AI tools to enhance productivity and analytical capabilities
- Effective problem-solving, analytical, and critical-thinking skills, with excellent verbal and written communication abilities - you can distill complex analyses into clear, actionable insights
- MBA is a plus
Benefits
- Global Mentoring Program
- AI Tools and Technology from Day 1
- Continuous Learning and Development
- Language Learning Support
- Global Employee Recognition Platform and Programs
- Global Parental Leave Policy
- Flexible Time-Off
- Comprehensive Health, Dental and Vision Insurance
- 401(k) with company match
- HSA with Sovos match
- Tuition Reimbursement
- Volunteer Time Off and Charitable Giving Match
Company Overview