Financial Planning and Analysis Manager

How You'll Contribute

• Serve as the strategic finance partner to Product and business leaders, delivering actionable insights and recommendations that support growth, profitability, and long-term business objectives.
• Support the financial management and performance of strategic product portfolios, with a strong focus on recurring revenue, bookings, ARR, renewals, and product-level profitability.
• Partner closely with Product Leadership, Sales, Customer Success, Delivery, and Accounting teams to evaluate investments, pricing strategies, customer trends, and growth opportunities.
• Lead forecasting, budgeting, and reporting processes, ensuring business performance is accurately measured and aligned with strategic goals.
• Develop and maintain sophisticated revenue and financial models that connect operational drivers to financial outcomes and support scenario planning.
• Drive annual operating plans, quarterly forecasts, long-range planning activities, and ongoing business reviews.
• Analyze financial performance and key business drivers, identifying emerging risks, opportunities, and recommendations for improvement.
• Develop KPI dashboards and executive reporting that translate complex data into meaningful business insights.
• Present findings and recommendations to senior leaders, helping influence decision-making across the organization.
• Identify opportunities to improve processes, automation, systems, and reporting capabilities as Bottomline continues to evolve its finance technology landscape.

 

Skills

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• 4+ years of progressive FP&A, Strategic Finance, Corporate Finance, or similar experience.
• Strong understanding of SaaS business models, subscription economics, recurring revenue, bookings, renewals, and ARR metrics.
• Advanced financial modeling, forecasting, and analytical capabilities.
• Strong commercial acumen with the ability to connect operational performance to financial outcomes.
• Exceptional communication skills with the confidence to influence and collaborate with senior stakeholders across the business.
• Proven ability to prioritize effectively and thrive in a fast-paced, high-accountability environment.
• Strong attention to detail and commitment to delivering high-quality, accurate financial analysis.
• Advanced Excel skills and experience building complex financial and revenue models.
• Self-motivated, intellectually curious, and eager to continuously improve processes and ways of working.

 

Preferred Skills

• Experience in Fintech, payments, or other recurring revenue businesses.
• Experience supporting product organizations or product line P&Ls.
• Previous experience in a private equity-backed organization or another fast-paced, high-growth environment would be advantageous.
• Experience working with executive leadership and presenting financial insights to senior stakeholders.
• Knowledge of Power BI, Adaptive Planning, Snowflake, or similar analytical and planning tools.
• Demonstrated ability to drive process improvements, automation initiatives, and operational efficiency through data and technology.
• CPA, CFA, MBA, or equivalent advanced professional certification.