The ad says“Technical Prowess: You have strong modeling skills and have experience with FP&A platforms (Adaptive, Datarails, etc) and ERP systems (NetSuite, Sage Intacct, QuickBooks)”
The ad says“Technical Prowess: You have strong modeling skills and have experience with FP&A platforms (Adaptive, Datarails, etc) and ERP systems (NetSuite, Sage Intacct, QuickBooks)”
The ad says“Technical Prowess: You have strong modeling skills and have experience with FP&A platforms (Adaptive, Datarails, etc) and ERP systems (NetSuite, Sage Intacct, QuickBooks)”
The ad says“Maintain driver-based financial models that connect business assumptions to the income statement, balance sheet, and cash flow forecast”
The ad says“Technical Prowess: You have strong modeling skills and have experience with FP&A platforms (Adaptive, Datarails, etc) and ERP systems (NetSuite, Sage Intacct, QuickBooks)”
The ad says“Technical Prowess: You have strong modeling skills and have experience with FP&A platforms (Adaptive, Datarails, etc) and ERP systems (NetSuite, Sage Intacct, QuickBooks)”
The ad says“Technical Prowess: You have strong modeling skills and have experience with FP&A platforms (Adaptive, Datarails, etc) and ERP systems (NetSuite, Sage Intacct, QuickBooks)”
The ad says“Technical Prowess: You have strong modeling skills and have experience with FP&A platforms (Adaptive, Datarails, etc) and ERP systems (NetSuite, Sage Intacct, QuickBooks)”
Values
The ad says“Education: A Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field. CFA, CPA, MBA is a plus”
The ad says“Education: A Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field. CFA, CPA, MBA is a plus”
The ad says“Education: A Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field. CFA, CPA, MBA is a plus”
The ad says“6+ years of experience in FP&A, Investment Banking, Strategic Finance, or Accounting. Experience in SaaS is a significant plus”
We’re delivering on the original promise of CRM—turning fragmented customer and revenue signals into clear, prioritized action. Instead of more dashboards or surface-level insights, we help teams focus on what matters most and know exactly what to do next
More than two decades after our founding, we’re entering a new chapter with clarity and momentum—building intelligent, intuitive solutions that work within the flow of how teams actually sell and serve. We’re focused on solving complex, real-world challenges where relationships, context, and precision make all the difference
Our global team is united by a shared commitment to impact, ownership, and continuous growth. We create an environment where thoughtful ideas move quickly, where people are trusted to lead, and where flexibility supports how great work gets done
If you’re excited to help shape what’s next in AI-driven CRM—and build technology that drives real outcomes—we’d love to meet you
The FP&A Manager will be a senior contributor responsible for financial planning, budgeting, forecasting, reporting, and decision support across the organization
Reporting to the VP of FP&A, you will take ownership of core FP&A processes and partner directly with business leaders to translate operating plans into financial outcomes
You will serve as a trusted finance partner to budget owners, helping them develop forecasts, evaluate investments, understand performance drivers, and identify risks and opportunities
Success will come through strong financial ownership, sound judgment, effective cross-functional partnership, and the ability to influence decisions at multiple levels of the organization
This is a highly analytical and visible position within a fast-paced, private equity-backed SaaS environment
Maintain driver-based financial models that connect business assumptions to the income statement, balance sheet, and cash flow forecast
Consolidate departmental inputs into a cohesive company outlook and assess the reasonableness and consistency of underlying assumptions
Develop scenario and sensitivity analyses to evaluate business decisions, investment alternatives, and changes in operating assumptions
Maintain a clear understanding of the company’s financial outlook, including revenue, profitability, cash flow, working capital, and key business drivers
Identify forecast risks and opportunities proactively, quantify their potential impact, and recommend appropriate actions
Guide business leaders through forecasting, headcount planning, expense management, and investment modeling
Challenge assumptions constructively and help budget owners develop financially sound and operationally realistic plans
Translate financial results into practical insights and recommendations that business partners can act upon
Build effective working relationships across the organization while holding partners accountable for financial commitments and agreed actions
Support leaders in evaluating tradeoffs, prioritizing resources, and measuring returns on investment
Analyze monthly and quarterly results against budget, forecast, and prior periods
Explain key business and financial performance drivers rather than simply reporting variances
Develop concise reporting and executive-level presentations that highlight performance, risks, opportunities, and recommended actions
Partner with Accounting during the monthly close process to ensure accurate financial reporting and alignment between actual results and forecast assumptions
Monitor relevant SaaS, operational, and financial KPIs and connect changes in those metrics to the company’s financial outlook
Build fit-for-purpose financial models for strategic initiatives, pricing decisions, headcount investments, business cases, and other company priorities
Convert complex or ambiguous business questions into structured analysis without requiring a predefined approach
Provide clear, independent recommendations supported by financial and operational data
Ensure models and analyses are accurate, scalable, clearly documented, and understandable to other stakeholders
Benefits
Paid Parental Leave
Corporate Benefit Program (Working Advantage). This benefit offers you exclusive travel and entertainment offers and special discounts that are not available to the general public
Online Legal Services (Rocket Lawyer)
Financial Planning Services (Origin)
Health and Wellness Reimbursement Program
Savings and Investment – 401(k) match
Unlimited Paid Time Off
Discounted Pet Insurance (Embrace Pet Insurance)
Excellent healthcare package for you and your family
Travel Discounts
Employee Referral Bonus Program
We are a merit-based company - many opportunities to learn, excel and grow your career!
Educational Resources - Career & Personal Development Program
Preferred experience
This role requires someone who can work independently, navigate ambiguity, establish the right analytical approach, and drive work from initial question through recommendation and follow-through
High Velocity: You thrive in a fast-paced environment where priorities can shift, and you have the discipline to manage multiple projects without dropping the ball
Technical Prowess: You have strong modeling skills and have experience with FP&A platforms (Adaptive, Datarails, etc) and ERP systems (NetSuite, Sage Intacct, QuickBooks)
AI Curiosity: You’re eager to explore how AI tools can automate manual workflows, accelerate analysis, and stress-test models—treating emerging technology as a force multiplier
6+ years of experience in FP&A, Investment Banking, Strategic Finance, or Accounting. Experience in SaaS is a significant plus
Education: A Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field. CFA, CPA, MBA is a plus
Builder Mindset: You enjoy building models from scratch and refining messy data into clean structures. We move fast and iterate to progressively improve over time
Communication Skills: You can explain the “why” behind a budget variance as well as the implications to our financial outlook
We want you to learn new things in this role, and we encourage you to apply if your experience is close to what we’re looking for
