Financial Planning Manager

Job Summary

Driving strategic decision-making, the full-time remote Financial Planning and Analysis Manager will manage the annual budgeting and forecasting processes, prepare financial performance reports, and collaborate with senior leadership to provide financial insights across the organization.

Key responsibilities

• Lead the annual budgeting and forecasting process, collaborating with department heads and developing financial models
• Provide monthly and quarterly financial reporting and analysis, including KPI tracking and variance analysis
• Develop complex financial models to support strategic planning and assist in the financial treatment of customer contracts

Required qualifications

• Bachelor's degree in Finance, Accounting, or a related field required
• Chartered Professional Accountant (CPA) designation is a strong asset
• Minimum 4-5 years' experience in reporting and financial analysis, with at least 2+ years in the SaaS industry
• Advanced financial modeling skills and experience with forecasting and budgeting
• Strong understanding of the B2B SaaS business model and key performance metrics