Sr. Manager, Financial Planning & Analysis (FP&A)

Finalsite • Full-time • Remote (United States) • 3w ago

Fast Facts

Finalsite is looking for a Senior Manager of Financial Planning & Analysis (FP&A) to lead financial forecasting and reporting, and provide strategic support to executive leadership. This fully remote position requires strong analytical skills along with SaaS financial expertise.

Responsibilities: The role involves leading budget processes, creating financial models, delivering monthly reports, and collaborating across departments to drive accountability and growth.

Skills: Candidates should have 5-10 years of FP&A experience, a strong understanding of SaaS metrics, advanced Excel skills, and the ability to communicate effectively with various stakeholders.

Qualifications: Preferred candidates will have experience in Professional Services financial planning and familiarity with financial systems like NetSuite and Adaptive Planning.

Location: 100% remote position open to permanent residents of the United States.

Compensation: Not provided by employer. Typical compensation ranges for this position are between $130,000 - $180,000.

Finalsite is the first community relationship management platform for K-12 schools, transforming how schools attract students, engage families, build community — and thrive. More than 7,000 schools and districts worldwide trust Finalsite’s integrated platform for their websites, communications, mobile apps, enrollment, and marketing services. Finalsite is headquartered in Glastonbury, CT, USA with employees who work remotely in nearly every state in the U.S. as well as Europe, South America, and Asia. For more information, please visit www.finalsite.com.

VISION

Finalsite will transform the way school communities engage with their schools.

SUMMARY OF THE ROLE

Finalsite is seeking an experienced Senior Manager FP&A Senior to drive financial planning, forecasting, and performance insights across the organization. This role will play a critical part in supporting executive leadership with strategic decision-making, operating cadence, and board-level reporting.

The ideal candidate brings strong analytical depth, SaaS financial understanding, and the ability to partner across departments to drive accountability, efficiency, and growth.

LOCATION

100% Remote - Anywhere within the US

RESPONSIBILITIES

Financial Planning & Forecasting

Lead the annual budgeting process, including long-range planning and quarterly forecasting cycles

Build and maintain robust financial models to support revenue, margin, headcount, and Cash Flow

Develop scenario modeling to support strategic initiatives, product investment, pricing decisions, and resource allocation

Identify and drive initiatives to continuously improve, automate, and scale forecasting and reporting tools/systems

Business Performance & Reporting

Deliver monthly financial reporting packages with clear variance analysis and actionable insights

Create dashboards and KPI tracking for ARR, churn, bookings, product line margin, CAC, and EBITDA

Support operating reviews with department leaders to drive financial accountability

Cross-Functional Business Partnership

Partner closely with Sales, Customer Success, Professional Services, Product, and HR to align financial plans with business priorities

Provide financial guidance on hiring plans, compensation, and organizational investments

Contribute to the development of financial strategies for the organization that align with the organization’s overall vision

Board & Executive Support

Prepare board-level reporting materials, executive summaries, and investor-ready financial updates

Support PE stakeholder requests, including performance metrics, run-rate analysis, and cost optimization initiatives

Process Improvement & Systems

Improve FP&A processes, planning tools, and reporting automation to scale with company growth

Evaluate and support the implementation of financial planning software (Adaptive, Anaplan, etc.) as needed

Strengthen financial discipline and planning cadence across the organization

QUALIFICATIONS AND SKILLS

Required

5–10+ years of experience in FP&A, corporate finance, or strategic finance roles
Strong understanding of SaaS business models and key metrics (ARR, NRR, churn, etc.)
Demonstrated experience building and owning budgets, forecasts, and financial models
Advanced Excel and financial modeling skills; experience with BI tools is a plus
Ability to communicate clearly with both finance and non-finance leaders
Experience in a fast-paced, high-growth, or PE-backed environment

Preferred

Experience supporting Professional Services financial planning (utilization, margin, delivery capacity)
Familiarity with systems such as NetSuite, Adaptive Planning, Workday, Power BI, or Tableau
Prior board reporting and executive-level presentation experience

RESIDENCY REQUIREMENT

Finalsite offers 100% fully remote employment opportunities, however, these opportunities are limited to permanent residents of the United States. Current residency, as well as continued residency, within the United States is required to obtain (and retain) employment with Finalsite.

DISCLOSURES

Finalsite is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. EEO is the Law. If you have a disability or special need that requires accommodation, please contact Finalsite's People Operations Team. Finalsite is committed to the full inclusion of all qualified individuals. As part of this commitment, Finalsite will ensure that persons with disabilities or special needs are provided a reasonable accommodation. Ensure your Finalsite job offer is legitimate and don't fall victim to fraud. Ask your recruiter for a phone call or other type of verbal communication and ensure all email correspondence is from a finalsite.com email address. For added security, where possible, apply through our company website at finalsite.com/jobs.