Manager – FP&a

Responsibilities

We are seeking a highly motivated and detail-oriented FP&A Manager to join our Finance team. This role will specifically support our Sales and Marketing departments, providing critical financial insights and analysis to drive strategic decision-making. The ideal candidate will have a strong background in financial planning, analysis, and reporting, with a keen understanding of sales and marketing dynamics.

In this role, you will also be responsible to:

• Financial Planning & Analysis:

  • Develop and maintain financial models to support sales and marketing forecasts, budgets, and long-term plans.

  • Analyze financial performance against key business metrics and document pertinent financial highlights that will enable management to determine progress against budgets.

• Budgeting & Forecasting:

  • Collaborate with Sales and Marketing teams to prepare annual budgets and periodic forecasts.

  • Monitor and report on variances between actuals and budget/forecast, providing insights and recommendations for corrective actions.

• Reporting

  • Prepare and distribute monthly, quarterly, and annual financial reports for Sales and Marketing departments.

  • Develop and maintain dashboards and key performance indicators (KPIs) to track performance and support decision-making.

• Strategic Analysis

  • Conduct ad-hoc financial analysis to support strategic initiatives, including new product launches, market expansion, and promotional activities.

  • Evaluate the financial impact of marketing campaigns and sales initiatives, providing recommendations to optimize ROI.

• Cross-Functional Collaboration

  • Monitor and ensure that the costs associated with company-wide offsite events and travel expenditures comply with established policies.

  • Work closely with Sales, Marketing, and other cross-functional teams to gather relevant data and insights.

  • Act as a financial advisor to Sales and Marketing leadership, providing guidance on financial matters and helping to drive business performance.

• Process Improvement

  • Identify and implement process improvements to enhance the efficiency and effectiveness of financial planning and analysis activities.

  • Leverage technology and tools to streamline reporting and analysis processes.

Requirements

Qualifications / Experience / Technical Skills

• Bachelor’s degree in Finance, Accounting, or a related field. MBA or relevant certification (e.g., CPA, CFA) is a plus.

• 4-6 years of experience in financial planning and analysis, preferably with a focus on Sales and Marketing

• Proficiency in financial modeling and advanced Excel skills.

• Experience with financial planning software Anaplan and ERP system NetSuite is preferred.

Soft Skills / Personal Characteristics

• Strong analytical skills with the ability to interpret complex financial data and provide actionable insights.

• Excellent communication and presentation skills, with the ability to convey financial concepts to non-financial stakeholders.

• Strong attention to detail and organizational skills.

• Ability to work independently and as part of a team in a fast-paced, dynamic environment.

For California applicants, the pay for this role begins at $136,000 plus variable, benefits, perks and equity.

(REQ ID: 1768)