Financial Planning & Analysis Manager (Client Experience Business Partner)

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Financial Planning & Analysis Manager (Client Experience Business Partner) based in the United States.

The Financial Planning & Analysis Manager will serve as a strategic finance partner to Customer Experience leadership within a fast-growing SaaS environment.

This role focuses on connecting implementation capacity, bookings, backlog, and go-live activity to revenue and ARR forecasts.

You will provide financial insights that help leaders make informed decisions around capacity, hiring, resource allocation, and launch priorities.

The position combines advanced financial modeling, forecasting, executive reporting, and cross-functional business partnership.

You will help establish reliable data definitions and reporting processes while improving the accuracy, scalability, and integrity of financial models.

The role offers significant ownership and visibility, with opportunities to influence financial strategy and support senior leadership and board-level decision-making.

You will also contribute to AI-enabled process improvements that reduce manual work and allow the finance team to focus on higher-value analysis.

Accountabilities:

• Serve as a trusted finance partner to Customer Experience leadership through regular communication, financial guidance, and support for budget and resource decisions.
• Connect financial analysis to Customer Experience strategy by advising on trade-offs involving implementation capacity, hiring, and go-live priorities.
• Coordinate go-live forecasting with implementation teams, translating capacity, bookings, and current backlog into defensible, time-phased launch forecasts.
• Support executive-level reporting by preparing materials and delivering insights on go-lives, backlog, ARR, and related financial performance for senior leadership and board discussions.
• Establish consistent definitions and a reliable single source of truth for Customer Experience metrics and data across Finance and operational teams.
• Collaborate with Customer Experience, Accounting, and broader FP&A teams to maintain alignment between forecasts, actual results, and revenue recognition.
• Enhance go-live and capacity forecasting models by improving automation, scalability, data integrity, and forecasting methodologies.
• Analyze complex financial and operational datasets to identify trends, risks, opportunities, and actionable business insights.
• Translate financial results and forecasting outputs into clear recommendations that support strategic and operational decision-making.
• Champion and help develop AI-led processes that improve efficiency, reduce manual activities, and shift finance resources toward higher-value analysis.
• Operate with a high degree of ownership and independence while navigating complex and ambiguous business situations.
• Support continuous improvement of FP&A processes, reporting quality, forecasting accuracy, and business partnership practices.

Requirements

• 8+ years of experience in financial planning and analysis, corporate finance, or related roles.
• Demonstrated expertise in advanced financial modeling, forecasting, and strategic business partnership.
• Advanced financial modeling and forecasting capabilities, with the ability to build and interpret complex financial models.
• Strong proficiency in Microsoft Excel and financial planning tools such as Adaptive or comparable platforms.
• Ability to analyze, synthesize, and communicate insights from large and complex datasets.
• Strong business acumen with the ability to connect financial performance to operational priorities and influence strategic decisions.
• Excellent analytical and problem-solving skills, combined with sound business judgment.
• Strong written and verbal communication skills, including the ability to present financial insights effectively to executive audiences.
• Experience preparing executive-level reporting and communicating complex financial information in a clear and actionable manner.
• Ability to operate independently and effectively in complex, fast-moving, and ambiguous environments.
• Strong stakeholder management and cross-functional collaboration skills.
• Self-motivated, curious, detail-oriented, and committed to continuous improvement.
• Experience in SaaS or financial technology environments is preferred.
• Experience supporting executive leadership and board-level reporting is preferred.
• Deep expertise in forecasting and finance business partnership processes is preferred.
• Must be eligible to work full-time in the United States without employment sponsorship.

Benefits

• Base salary range of $124,000-$155,000 USD annually.
• Remote-first work environment.
• Unlimited paid time off.
• 401(k) retirement plan with employer match.
• Comprehensive employee benefits.
• Opportunity to work in a diverse and inclusive environment.
• Opportunity to partner directly with senior leaders and influence strategic financial decisions.
• Exposure to SaaS, financial technology, forecasting, revenue, and operational planning initiatives.
• Opportunity to help develop AI-enabled finance processes and improve FP&A efficiency.
• High-impact role with significant ownership and opportunities for professional growth.