Manager, Financial Planning & Analysis

sted adviser to the business to help guide decision-making through business partner support and innovative and insightful analyses. We are looking for forward-thinking, results-oriented individuals that will succeed in a fast-paced environment and thrive in leading teams, and improve processes that will allow the company to scale with growth!

Role Description:
The Manager, Financial Planning & Analysis (FP&A) is a dedicated finance business partner embedded within the Customer Success organization. This role serves as the primary financial point of contact for the EVP of Customer Success Offers & Operations, providing strategic financial support, analysis, and decision-making partnership across a broad and dynamic scope.

The Manager will also serve as the dedicated Finance Business Partner for the EVP of Renewals, providing comprehensive financial support across this global organization. In this capacity, the Manager will drive strategic initiatives to improve operational efficiency, deliver actionable insights, and support data-driven decision-making to optimize renewal performance and outcomes**.**

Responsibilities:

Finance Business Partnership

• Serve as the primary FBP for the EVP of Customer Success Offers & Operations, supporting financial planning, forecasting, and performance tracking across their org

• Prepare and deliver financial analyses, scenario modeling, and insights to support executive-level decision-making

• Partner closely with the EVP's leadership team to identify risks, opportunities, and trade-offs across headcount, program spend, and operational investments

Renewals Finance Business Partnership

• Act as the dedicated Finance Business Partner for the EVP of Renewals, providing comprehensive financial support across this global organization

• Drive strategic initiatives to improve operational efficiency, deliver actionable insights, and support data-driven decision-making to optimize renewal performance and outcomes

• Build and maintain expense models for the Renewals team, ensuring accurate forecasting, headcount planning, and alignment with broader CS financial reporting frameworks

Cross-CS Initiatives & Ad Hoc Support

• Support OU-level P&L reporting and analysis, helping to surface insights across Customer Success operating units

• Contribute to cross-CS efficiency initiatives, including location strategy analysis, and margin improvement efforts

• Manage and track Program Spend and T&E budgets across CS functions, ensuring alignment to approved plans and identifying favorability or risk

• Support NNAOV reporting and analysis - helping to connect CS financial performance to the organization's key growth metric

• Provide ad hoc financial support to the broader CS F&S team on special projects, business reviews, and executive presentations as needed

Required Qualifications:

• Bachelor's degree in Finance, Economics or other relevant discipline or equivalent experience. Experience will be evaluated based on the Core Competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)

• 5+ years of FP&A or finance business partnering experience, preferably in a large-scale technology or SaaS company

• Solid financial modeling skills, including headcount planning, expense forecasting, and budget management

• Experience supporting executive-level business partners, with strong communication skills and ability to translate financial data into clear, business-relevant narratives

• Familiarity with financial planning tools (e.g., Adaptive Insights/Workday Adaptive Planning) and proficiency in Excel/Google Sheets

• Ability to manage multiple priorities simultaneously in a fast-paced, matrixed environment

• Comfort navigating ambiguity - particularly in integration or transition contexts where processes and org structures are still evolving

• Strong cross-functional collaboration skills, with experience working across Finance, People, Strategy, and business operations teams

• Understanding of P&L drivers preferably in a cloud/SaaS environment, including revenue allocation, cost management, and margin analysis

• Highly motivated, proactive, self-aware, collaborative, flexible, responsive

This role is hybrid and goes into the office 3 days per week.

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