FP&A Manager or FP&A Sr. Manager

FP&A Manager / Senior Manager

Join a dynamic, fast-paced SaaS company in the South Bay as an FP&A Manager or Senior Manager. In this highly hands-on, strategic role, you will be central to driving financial planning, forecasting, budgeting, and performance analytics that support the company's growth trajectory. Working closely with executive leadership and cross-functional teams, your insights will shape key business decisions and optimize operational efficiency in a rapidly evolving environment. This position offers a unique opportunity to demonstrate your financial expertise and leadership within a technology-driven organization committed to innovation and growth.

Required Skills:

• 6-8 years of experience in Corporate FP&A, including deep knowledge of SaaS business models and unit economics.
• Proven proficiency in building and maintaining dynamic financial models, forecasts, and budgets, with ownership of the entire process.
• Advanced expertise in Google Sheets and familiarity with AI tools like ChatGPT or Claude.
• Experience with financial planning platforms such as Adaptive Planning or similar.
• Strong background in financial analysis, variance analysis, and strategic analytics to identify trends and value drivers.
• Excellent communication skills, capable of presenting complex data clearly and effectively to executive stakeholders.
• Demonstrated ability to manage shifting priorities, execute with precision, and operate with high ownership and accuracy.
• Experience with NetSuite and SaaS financial systems is a plus.

Nice to Have Skills:

• Investment banking experience or top-tier analyst background, providing valuation and transaction-level expertise.
• Familiarity with cloud FP&A and CPM tools like Workday Adaptive Planning or Anaplan.
• Hands-on experience with core SaaS systems such as Salesforce and procurement platforms.
• Exposure to private equity-backed technology companies.

Preferred Education and Experience:

• Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field.
• Relevant industry experience, especially in high-growth SaaS environments.
• Additional experience with SEC reporting, financial modeling, and cross-departmental collaboration.

Other Requirements:

• This is a 2-3 month contract position with the potential for extension and conversion based on fit.
• Location: On-site in Santa Clara approximately one day every other week or two days a month; flexible candidates are encouraged.
• No specific travel requirements outside of the onsite visits.
• This role requires a highly motivated, detail-oriented individual with a strategic mindset and a hands-on approach to problem-solving in a fast-paced environment.