We are seeking a highly analytical and forward-thinking Senior Manager, Financial Planning & Analytics to support financial planning, reporting, and strategic decision-making across the organization. This role requires strong technical expertise in Excel and Google Sheets, experience building scalable financial models, reports, and dashboards, and the ability to leverage AI and automation tools to drive efficiency and insight. Experience working with CRM platforms such as HubSpot is a plus.
This role reports directly to the Senior Vice President of Finance and works closely with Sales leadership and cross functional stakeholders to ensure accurate forecasting, actionable reporting, and clear communication of business performance to management. The role will play a key part in strengthening the company's financial reporting infrastructure and improving the quality of revenue forecasting and business insight.
Your Impact
- Develop and maintain robust financial models, including the use of advanced Excel (e.g., pivot tables, Power Query, macros, advanced formulas) to support strategic initiatives
- Translate sales leadership requests into structured, scalable reporting solutions
- Partner with Sales leadership to gather forecast inputs and deliver consolidated revenue projections to senior management
- Collect project updates, structure the data into standardized reporting formats, and provide clear, executive-ready summaries for leadership
- Ensure alignment between HubSpot pipeline data and financial forecasting models
- Design, build, and automate financial reports and dashboards for leadership
- Consolidate data from multiple systems and improve reporting processes to ensure accurate, scalable, and executive-ready financial reporting
- Identify trends, risks, and opportunities through detailed data analysis
- Partner cross-functionally with department leaders to support financial decision-making
- Utilize AI and CRM tools to implement automation solutions that reduce manual processes and improve efficiency
Who We're Looking For
Experience & Education
- Experience: 610 years in FP&A, financial analysis, or a related field.
- Education: Bachelor's degree in Finance, Accounting, or a related quantitative field.
- High-Growth Background (Preferred): Experience navigating high-growth or fast-paced environments where agility is key
Technical Skills
- Excel Mastery: Advanced proficiency is required (complex modeling, macros, etc.).
- Modern tools: Experience using AI or automation tools to streamline reporting and data processing.
- Systems & BI: Familiarity with ERP systems and integrated financial planning tools. Experience with visualization tools like Power BI, Tableau, or Looker is a significant plus.
- Data Literacy: Comfortable working with large, complex datasets and ensuring high standards of accuracy
Finance & Strategic Acumen
- Financial Modeling: Expert-level modeling and analytical skills with a focus on building scalable reporting frameworks and dashboards.
- Strategic Thinking: A proactive problem-solver with strong business acumen who can look beyond the numbers to the why.
Leadership
- Executive Communication: Ability to translate complex financial data into clear, actionable insights for Sales leadership and executive management.
- Cross-Functional Collaboration: A natural partner who works harmoniously across teams, particularly with Sales, to drive business goals.
- Growth Mindset: You welcome feedback and have a genuine zest for learning and professional evolution.
Position Type
This is a full-time position. The normal working hours will be 6:00am to 3:00pm PHST, Monday Friday. For the initial training period of approximately one month, the hours would be aligned with US East Coast Hours (9pm to 6m PHST Monday-Friday).
