Senior Financial Planning & Strategy Manager, Corporate

Senior Financial Planning & Strategy Manager, Corporate

Drive strategic financial clarity and innovation at a fast-growing tech company seeking a dynamic Senior FP&A & Strategy Manager. This high-visibility role offers the opportunity to influence company-wide financial direction, partner with executive leadership, and lead transformative processes in forecasting, modeling, and automation—all in a collaborative, autonomous environment. If you thrive in ambiguity, excel at translating complex financial data into actionable insights, and are passionate about leveraging cutting-edge technology like AI, this is your chance to make a meaningful impact.

Key Responsibilities:

• Prepare comprehensive management and Board of Directors reports, including quarterly and annual financial reviews, investor updates, and business performance summaries.
• Lead initiatives to enhance, automate, and scale financial forecasting, reporting, and planning processes while becoming a power user of our Adaptive Planning system.
• Collaborate cross-functionally with Finance, HR, IT, and Corporate Development teams to embed AI capabilities, uncover insights, and optimize financial workflows.
• Conduct ad-hoc data analyses, synthesize findings into strategic narratives, and support senior leadership with critical decision-making insights.
• Manage M&A financial modeling and due diligence, while owning balance sheet and cash flow forecasting.
• Oversee quarterly, annual, and long-range financial planning processes, ensuring accuracy and strategic alignment.

Required Skills:

• 4+ years of progressive finance experience in fast-paced, high-growth environments, including roles in Strategic Finance, FP&A, investment banking, or consulting.
• Expertise in financial modeling, including three-statement financial models.
• Proficiency with financial planning tools such as Adaptive Planning and Oracle; strong aptitude for system mastery and automation.
• Exceptional analytical skills with the ability to manipulate large datasets and identify process improvements.
• Strong communication skills with the ability to synthesize complex issues for executive audiences.
• Highly organized, detail-oriented, with a proactive problem-solving mindset.

Nice to Have Skills:

• Experience with integrating AI into financial processes for insights and automation.
• Knowledge of Workday, Google Workspace, or related collaboration tools.
• Exposure to corporate development or M&A activities.
• Ability to work in a semi-remote environment with flexibility for in-office attendance.

Preferred Education & Experience:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; advanced degrees or certifications such as CFA or CPA are a plus.
• Prior experience supporting senior leadership in a high-growth tech or SaaS organization.

Additional Requirements:

• Location: San Francisco, CA (open to remote with a preference for Tuesdays-Thursdays in the office)
• Start Date: August 24, 2024
• Duration: Initial 3 months with potential extension
• Systems Familiarity: Adaptive Planning, Workday, Google Workspace
• Must be comfortable working in a highly autonomous, collaborative team environment and managing multiple priorities with a sense of urgency.