[Remote] Financial Planning and Analysis Manager
Note: The job is a remote job and is open to candidates in USA. Jobility Talent Solutions is seeking a Financial Planning and Analysis Manager to join their Topline FP&A team. This role will focus on topline financial planning and support an Adaptive-based planning initiative, requiring expertise in topline modeling and financial systems.
Responsibilities
- Build, maintain, and enhance detailed topline financial models (ARR, Revenue, Billings, Gross Margin)
- Support Annual Planning (AOP), Quarterly Rolling Forecasts (QRF), and Long-Range Planning (LRP)
- Perform monthly outlook and business performance analysis
- Develop and analyze scenario models (pricing changes, new products, GTM initiatives)
- Drive quarter-end forecasting cadence (“Land the Quarter”) in collaboration with cross-functional teams (Deal Desk, Order Management, Product Ops)
- Work extensively with Adaptive Insights (Workday Adaptive) for planning and modeling
- Use NetSuite ERP for financial data integration and reporting
- Support improvements and enhancements to topline planning systems and processes
- Lead or support FP&A-related projects, including system implementations and process improvements
- Manage timelines, stakeholders, and deliverables across cross-functional teams
- Drive execution of topline forecasting and planning initiatives
Skills
- 7+ years of experience in FP&A / Strategic Finance within SaaS or B2B software companies
- Strong experience in topline forecasting (ARR, Revenue, Billings, GTM modeling)
- Hands-on experience with: Adaptive Insights (mandatory)
- Hands-on experience with: NetSuite ERP (mandatory)
- Advanced financial modeling skills (Excel / Google Sheets)
- Strong data analysis capabilities with large datasets
- Demonstrated project management/project ownership experience
- Experience in large, publicly traded SaaS companies
- Familiarity with Salesforce
- CFA or CPA certification
Company Overview