Financial Planning and Analysis Manager

About the company 

Clearwater Analytics is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations. 
 
Clearwater aggregates, reconciles, and reports on more than $10 trillion in assets across thousands of accounts daily. Our 2500+ clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients. 
 
For more than a decade, we have leveraged web-based software and world-class client service to help clients such as global and regional asset managers, insurers, hedge funds and corporate and government cash clients and many others, streamline their investment and accounting operations. Recently in 2025, Clearwater acquired Enfusion, Inc. and Beacon Platform Inc. to further its mission of becoming the world’s most trusted comprehensive investment accounting solution. 

About the role

Clearwater is seeking an experienced FP&A Manager to join our global Financial Planning & Analysis (FP&A) team.

The FP&A Manager will play a crucial role in providing strategic financial planning, analysis, and decision support within a fast-paced SaaS environment. This position involves collaborating cross-functionally to drive growth, optimize financial performance, and ensure sound financial health for the company. 

Key Responsibilities

• Financial Partnership and Strategy: Serve as the primary finance partner for business unit leaders to understand cost drivers and revenue trends, provide strategic financial input and leadership on issues affecting the organization

• Planning and Analysis: Lead and manage all financial planning and analysis processes for the business, including annual planning, long-range planning, budgeting, and rolling forecasts — while continuously questioning assumptions and stress-testing the model.

• Reporting and Insights: Own the preparation of monthly and quarterly financial reporting and analytics packages. Consolidate and report on business activities, translating complex financial data into clear, concise, and actionable insights for business leaders and executive leadership.

• Performance Management: Perform qualitative financial analysis of key performance indicators (KPIs), apply financial modeling to generate insights into business performance, and advise on the financial impact of operational decisions. Proactively surface issues, spot patterns others miss, and recommend actions to improve financial performance before being asked.

• Process Improvement: Drive continuous improvement, standardization, and simplification of financial processes and reporting. Build scrappy solutions when needed, then scale them — with accuracy and attention to detail in a fast-paced environment.

• Cross-Functional Collaboration: Actively participate in cross-functional initiatives to establish robust measurement and monitoring practices. Collaborate closely with IT, Data, and other finance teams to align system capabilities with business goals.

• Lead and manage a team of junior analysts within the FP&A team.

• Collaborate with Accounting to ensure alignment between actuals and forecasts.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.

• 9+ years of progressive experience in Financial Planning & Analysis (FP&A) or a related role, with demonstrated expertise in SaaS financial operations.

• Proven experience building complex financial models, with a strong understanding of SaaS metrics (ARR, NRR, GRR, churn).

• Advanced proficiency in Excel for financial modeling and analytics, with data visualization and BI skills (e.g., Power BI & Tableau).

• Strong analytical, problem-solving, and critical thinking skills, with exceptional attention to detail.

• Excellent communication and presentation skills, with the ability to effectively convey financial information to diverse audiences.

• Self-motivated and results-driven, with the ability to work independently in a fast-paced and dynamic environment.

• Familiarity with ERP systems (e.g., Intacct & NetSuite) and planning tools (e.g., Adaptive Insights) is preferred.

• Relevant industry certifications (e.g., CFA, CPA, MBA) are a plus.