The ad says“Own Balance Sheet and Short-Term Cash Flow Forecasting: Forecast the balance sheet, cash flow, burn, and runway to provide leadership with clear visibility into the company’s financial trajectory”
The ad says“Advanced Excel skills and knowledge of SaaS metrics, including ARR, NRR, Rule of 40, CAC, CLTV, gross margin, and retention”
The ad says“Proven experience evolving a three statement Long Range Plan and owning balance sheet, short term cash flow, burn, and runway forecasts”
The ad says“As Planful Super Admin, you will own system administration and lead initiatives to streamline and automate forecasting while ensuring reliable execution of current processes”
The ad says“Advanced Excel skills and knowledge of SaaS metrics, including ARR, NRR, Rule of 40, CAC, CLTV, gross margin, and retention”
We are seeking a strategic, hands on Corporate FP&A Manager to join our team and report to our FP&A leader
This high-impact role owns regular budgeting and forecasting cycles, select enterprise-wide expense forecasts, and partners strongly with finance leaders on the Long Range Plan and burn and runway projections
You will manage and develop a team of FP&A Business Partners, enabling strong departmental partnership while driving the company-wide process, cadence and elevating the quality bar
As Planful Super Admin, you will own system administration and lead initiatives to streamline and automate forecasting while ensuring reliable execution of current processes
You will partner with finance and executive leadership to provide accurate, actionable visibility and scale the function as Onebrief grows
We are looking for someone to bring structure to ambiguity, communicate clearly, and take full ownership from planning through execution
This role will improve and automate manual processes while ensuring they continue to run reliably until the new solution is in place
We are looking for someone curious and collaborative, that can operate effectively as a player-coach in a scaling organization
Own Company-Wide Expense Budgeting and Forecasting: Own the end-to-end planning process, coordinating FP&A Business Partners’ departmental inputs into a cohesive, accurate company plan. Own select enterprise-wide expense forecasts (eg. benefits)
Ensure Financial Data Integrity: Partner with Accounting to establish controls and validations across the systems (ERP/HR/RevRec/Planful) to ensure consistent and reliable data
Own Forecast Performance and Management Reporting: Lead monthly management reporting, including forecast and budget to actual variance analysis, forecast accuracy, key business drivers, risks, and opportunities, and develop executive ready materials that translate financial performance into clear insights and recommended actions
Drive Process Automation & Streamlining: Lead high-impact projects to streamline and automate expense forecasting, improving accuracy, speed, and scalability across planning tools, integrations, visualization and financial infrastructure
Maintain and Evolve the Long Range Plan: Partner with stakeholders to continuously develop and enhance Onebrief’s existing 3-statement Long Range Plan as strategy, growth assumptions, and scenario-planning needs evolve
Own Balance Sheet and Short-Term Cash Flow Forecasting: Forecast the balance sheet, cash flow, burn, and runway to provide leadership with clear visibility into the company’s financial trajectory
Administer Planful and Financial Data Hierarchies: Serve as Planful Super Admin, owning system configuration, security, access, workflows, templates, and troubleshooting while maintaining scalable, consistent hierarchies across the chart of accounts, departments, entities, and other dimensions
Lead the FP&A Business Partner Team: Manage and develop the team, establish standards for departmental expense modeling, variance analysis, planning cadence, stakeholder support and cross functional partnership
Indicators of Success:
This role will evolve as priorities change, but the outcomes below reflect what success typically looks like in the first six months
A successful Corporate FP&A Manager will:
Owns their work end-to-end with minimal oversight, taking full accountability for outcomes
Communicates clearly and concisely — able to translate fluently between financial detail and business-level thinking
Adaptable across FP&A hats today, with the perspective — from both startup and larger-company experience — to help the function specialize as we scale
Preferred experience
Proven experience evolving a three statement Long Range Plan and owning balance sheet, short term cash flow, burn, and runway forecasts
Hands-on administration experience with Planful or a similar FP&A platform, ideally as a Super Admin. Experience maintaining financial data hierarchies across the chart of accounts, departments, cost centers, and entities
Advanced Excel skills and knowledge of SaaS metrics, including ARR, NRR, Rule of 40, CAC, CLTV, gross margin, and retention
Experience creating executive ready materials and translating complex analysis into concise, actionable insights, with clear verbal and written communication, exceptional organization, attention to detail, and self directed ownership of competing work streams through completion with minimal oversight
7+ years of FP&A (Corporate preferred and/or Business Partnering) experience, preferably in high-growth SaaS environment, including company-wide planning and 1-2 years of experience managing a team
A track record of improving and automating FP&A processes while maintaining reliable day-to-day execution and balancing strategic ownership with hands on work in a fast paced environment
