Note: The job is a remote job and is open to candidates in USA. The client is a rapidly growing, private equity-backed SaaS company seeking to build the financial infrastructure needed to scale. The Financial Planning and Analysis Manager will establish budgeting, forecasting, reporting, accounting, and financial operations processes while partnering with leadership on strategic decision-making and value creation.
Responsibilities
- Develop and own annual budgeting, forecasting, and long-range planning processes
- Create key performance indicator (KPI) dashboards and management reporting packages
- Analyze revenue, pipeline, customer trends, and business performance to provide actionable insights
- Partner with sales and marketing leadership on pricing, growth initiatives, and investment decisions
- Improve forward-looking visibility into revenue, cash flow, and operating performance
- Oversee the monthly close process and ensure accurate financial reporting
- Manage general accounting, financial statements, and cash management activities
- Establish scalable accounting policies, controls, and financial processes
- Support billing, collections, and working capital management
- Coordinate with external accounting and finance consultants as needed
- Serve as a trusted advisor to the CEO and leadership team
- Support board reporting and private equity sponsor communications
- Assist with strategic initiatives, growth planning, and operational decision-making
- Evaluate business opportunities and provide financial analysis to support company objectives
Skills
- Bachelor's degree in Accounting, Finance, or related field
- 5-7 years of progressive accounting and finance experience
- Strong foundation in accounting principles and financial reporting
- Experience with budgeting, forecasting, financial modeling, and performance analysis
- Ability to thrive in a fast-paced, entrepreneurial environment
- Strong communication skills and executive presence
- Location: 100% remote - Charlotte, NC preferred
Benefits
- 100% remote - Charlotte, NC preferred
- The individual may also be eligible for discretionary bonuses and/or participation in medical, dental, and vision benefits as well as the company's retirement plan (or similar retirement benefits).
Company Overview