Financial Planning & Analysis Manager

Advisor360° is the Autonomous Financial Platform for advisors, the only open ecosystem built around the complete advisor workday. Powered by a wealth operating system and a unified data fabric, Advisor360° gives advisors the freedom to choose how they specialize, where they affiliate, and what technology powers their practice, all on a single connected platform they own. Advisor360° weaves intelligence into every workflow, recommendation, and client interaction.

With support for banking, wealth, and insurance on one platform, Advisor360° enables the holistic, personalized financial advice that modern clients expect—and the operational independence that modern advisors demand.

Join us at a pivotal moment: we're a team of builders and innovators rearchitecting what a wealth management platform can be, and looking for people who want to help lead that next chapter.

Advisor360° is seeking a strategic, analytical, and hands-on Financial Planning & Analysis (FP&A)Manager, to drive financial planning, forecasting, reporting, and high-impact financial initiatives across the organization.

Reporting to the Controller, this role will serve as a senior individual contributor responsible for managing complex financial projects, improving planning processes, and delivering actionable insights that inform business decisions.

You will partner closely with leaders across Finance, Sales, Product, Engineering, HR, and other functions to evaluate business performance, support strategic initiatives, and strengthen financial visibility.

The ideal candidate brings deep financial modeling expertise, strong project management capabilities, and a technology-forward mindset. You are comfortable taking ownership of initiatives from concept through execution, influencing stakeholders, and leveraging automation and AI to build more efficient and scalable financial processes.

Here’s What You’ll Do:   

•  Financial Planning, Budgeting & Forecasting
• • Drive key components of the annual operating plan and budgeting process, coordinating timelines, deliverables, and inputs across business functions.
  • Develop and maintain rolling financial forecasts covering revenue, bookings, operating expenses, headcount, and cash flow.
  • Manage monthly budget-versus-actual analysis, investigate material variances, and provide actionable insights to Finance leadership and business partners.
  • Partner with HR and functional leaders on headcount planning, compensation forecasting, and workforce scenario analysis.
  • Identify and implement improvements to financial planning processes, forecasting methodologies, and reporting accuracy.
• Strategic Financial Modeling & Analysis
• • Develop and maintain complex financial models to evaluate enterprise deals, multi-year renewals, pricing strategies, and investment opportunities.
  • Lead financial analysis projects supporting cost optimization, resource allocation, and long-term business planning.
  • Conduct scenario and sensitivity analyses to assess financial risks, opportunities, and potential business outcomes.
  • Analyze customer profitability, cost-to-serve, unit economics, and financial performance across business segments.
  • Support the SVP, Strategic Finance with strategic financial initiatives, valuation analysis, and capital allocation decisions.
  • Present financial findings and recommendations to stakeholders to support data-driven decision-making.
• Executive Reporting & Business Insights
• • Develop monthly financial reporting packages, executive presentations, and supporting analyses for leadership and board discussions.
  • Track and analyze key financial and operational metrics, including ARR, bookings, revenue, margins, headcount, and Rule of 40 performance.
  • Translate complex financial data into clear insights, highlighting trends, risks, and opportunities.
  • Partner with stakeholders to ensure consistency and accuracy across financial reporting and KPI definitions.
  • Build and enhance dashboards and reporting tools that improve visibility into financial and operational performance.
• Cross-Functional Partnership & Project Management
• • Serve as a strategic finance partner to department leaders, providing financial insights and guidance to support business objectives.
  • Lead cross-functional financial projects, managing deliverables, timelines, and stakeholder coordination from initiation through completion.
  • Partner with Sales and Revenue Operations on revenue forecasting, pipeline analysis, sales capacity planning, and commercial performance.
  • Support pricing and packaging initiatives through financial analysis and scenario modeling.
  • Collaborate with Engineering and Procurement to evaluate technology costs, vendor spend, and cost optimization opportunities.
  • Identify financial and operational improvement opportunities and drive initiatives that enhance efficiency and business performance.
• Financial Systems, Automation & AI
• • Drive projects focused on improving financial planning systems, reporting capabilities, and data integration.
  • Support the evaluation, implementation, and optimization of modern FP&A platforms.
  • Partner with Finance, Data, and Technology teams to streamline reporting and integrate financial information across systems such as Campfire, HubSpot, Rippling, Ramp, Snowflake, and Power BI.
  • Leverage AI tools to automate recurring analyses, accelerate financial modeling, and improve reporting efficiency.
  • Identify opportunities to reduce manual processes and develop scalable, technology-enabled financial workflows.
  • Establish documentation, process standards, and controls to support accurate and repeatable financial reporting.

What You Bring

• 6+ years of progressive experience in FP&A, corporate finance, strategic finance, or a related financial function.
• Experience in B2B SaaS, financial technology, or another recurring-revenue business environment.
• Advanced financial modeling expertise, including three-statement models, scenario analysis, forecasting, and complex financial evaluations.
• Demonstrated experience managing complex financial projects and driving initiatives across multiple business functions.
• Strong experience with annual budgeting, rolling forecasts, financial reporting, and variance analysis.
• Solid understanding of SaaS financial metrics, recurring revenue models, and enterprise contract economics.
• Advanced Excel skills and experience working with financial planning platforms, reporting tools, and large datasets.
• Ability to independently manage competing priorities, drive projects forward, and deliver accurate, high-quality work.
• Experience using AI tools, automation, or emerging technologies to improve financial workflows and reporting.
• Strong communication and presentation skills, with the ability to influence stakeholders and explain complex financial concepts.
• Bachelor's degree in Finance, Accounting, Economics, or a related field.

Why You’ll Love Working Here: 

It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect: 

We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.  

Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.   

The estimated base salary range for this position is $135,000-$149,000 + bonus & equity. 

Advisor360° provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications.

Additionally, Advisor360° leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor360° reserves the right to modify this information at any time, subject to applicable law.

Advisor360° is currently authorized to employ individuals remotely in the following states: CA, CT, FL, GA, IL, MA, MD, ME, MI, NH, NJ, NY, NC, PA, RI, SC, TN, TX, UT, WA, VA.. Applicants must reside in one of these states at the time of hire and throughout their employment unless otherwise approved by the People Team. Candidates located within 50 miles of our Needham, MA headquarters may be required to follow applicable hybrid work guidelines.

While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or take over sponsorship for employment visas at this time.

To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Advisor360 is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. Advisor360 will not tolerate discrimination or harassment based on any of these characteristics.

As part of our recruiting process, Advisor360 uses Metaview during recruiter screening conversations solely to transcribe interview notes and capture an accurate record of the discussion. These transcripts help our recruiting team focus on the conversation rather than manual note-taking.

Advisor360 does not use artificial intelligence to evaluate candidates, make hiring decisions, rank applicants, or determine whether a candidate advances through the interview process. All hiring decisions are made by our recruiting team and hiring managers based on human review and assessment.