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SeniorFull-timeAI
Salary Range
$99,450 - $134,550 /year
This salary is estimated based on similar roles. The actual salary may vary.
About the Role
We are looking for a Financial Planning and Analysis Manager to join our Finance Team at Federato. This role is integral to our mission of defending the right to efficient, equitable insurance for all. You will be responsible for managing financial planning, budgeting, and forecasting processes, and developing sophisticated financial models to support strategic decision-making.
Key Responsibilities
- →Oversee and manage the company’s financial planning, budgeting, and forecasting processes, driving alignment across departments.
- →Develop and maintain sophisticated financial models to support strategic decision-making and long-range planning.
- →Partner closely with executive leadership to analyze business performance, identify key drivers, risks, and opportunities, and provide actionable recommendations.
- →Drive the annual operating plan (AOP) and quarterly re-forecasting cycles, ensuring accuracy, timeliness, and cross-functional buy-in.
- →Prepare insightful financial reports and variance analyses (actuals vs. budget/forecast) for the leadership team.
- →Conduct in-depth financial analysis on strategic initiatives, including pricing, new product launches, and potential investments.
- →Collaborate with Sales, Marketing, Customer Success, and other teams to refine and track departmental budgets, optimize resource allocation, and improve cost efficiency.
- →Enhance and scale financial systems and tools to improve efficiency, reporting capabilities, and data integrity.
- →Mentor and develop the FP&A team, fostering a culture of high performance, accuracy, and continuous improvement.
Requirements
- ✓Deep expertise in SaaS metrics (ARR, churn, LTV, CAC, etc.), financial modeling, budgeting, and forecasting in a fast-paced, evolving environment
- ✓Proven ability to partner closely with executive leadership (CEO, COO, etc.) and department heads to drive strategic planning and operational excellence
- ✓Strong systems proficiency and the ability to leverage technology to scale the finance function
- ✓Excellent communication and presentation skills, capable of distilling complex financial data into actionable insights for both internal and external stakeholders
- ✓8–12 years of experience in FP&A, investment banking, private equity, or corporate finance, preferably in SaaS
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