Senior Manager Financial Planning Analysis

Job Description

SENIOR MANAGER, FP&A

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ABOUT CFO’S DOMAIN (A Solomon Edwards Company):

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CFO’s Domain, a SolomonEdwards Company, is a national accounting & finance consulting and recruiting organization serving CFOs and their stakeholders. Our search practice recruits and works with highly skilled finance, accounting, and business professionals looking to excel in their careers.

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OVERVIEW:

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Our client is a growing, privately held organization operating in a dynamic B2B environment. The company partners with a sophisticated customer base and is continuing to invest in stronger finance, reporting, planning, and business intelligence capabilities to support its next stage of growth.

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They are seeking a Senior Manager, FP&A to serve as a close partner to the Chief Financial Officer and help strengthen financial planning, forecasting, reporting, and business analysis across a scaling organization. This is a highly visible, builder-oriented role for a hands-on FP&A leader who enjoys creating structure, improving data quality, partnering with senior stakeholders, and helping leadership make better decisions with clearer financial and operational insight.

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The ideal candidate will bring strong FP&A fundamentals, commercial finance experience, comfort operating in a lean and fast-moving environment, and the ability to turn imperfect data into practical, decision-ready analysis. This is an opportunity to help professionalize and scale the finance function while staying close to the business and executive leadership team.

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RESPONSIBILITIES:

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• Own and improve recurring financial reporting processes, including management reporting packages, performance commentary, variance analysis, and leadership-facing insights.
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• Lead budgeting, forecasting, and reforecasting activities, including annual planning, cash forecasting, rolling forecasts, and ongoing updates to financial projections.
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• Partner closely with the CFO to bring greater structure, consistency, and accountability to planning, reporting, and performance management processes.
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• Improve the quality, consistency, and flow of financial and operational data across internal systems, reporting tools, and business processes.
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• Support revenue forecasting, including pipeline visibility, bookings trends, conversion assumptions, customer-level trends, and recurring forecast updates.
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• Partner with commercial and business leaders to support pricing analysis, deal economics, profitability assessment, and customer-level decision support.
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• Help improve financial literacy and budget ownership across business leaders by providing clear reporting, practical analysis, and consistent planning support.
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• Build and maintain financial models to support revenue, margin, headcount, cash flow, operating expense, and scenario analysis.
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• Deliver ad hoc analysis and decision support for the CFO, executive leadership team, and other senior stakeholders.
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• Support business expansion and change-management initiatives, including financial analysis, planning support, integration tracking, and performance visibility for newly added or evolving areas of the business.
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• Partner cross-functionally with Finance, Sales, Operations, People, and senior leadership to improve visibility into business performance.
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• Help drive FP&A process and systems improvements across financial planning, commercial reporting, expense visibility, management reporting, and dashboarding.
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• Identify opportunities to improve reporting accuracy, forecast discipline, data quality, and planning workflows.
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• Operate independently with a high degree of ownership, bringing forward recommendations, solutions, and process improvements rather than waiting for direction.
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REQUIREMENTS:

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• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field required.
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• 7–10+ years of progressive finance experience, including strong FP&A, financial planning, forecasting, reporting, and modeling experience.
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• Experience working in a lean, fast-paced finance environment where the role requires both strategic thinking and hands-on execution.
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• Strong experience partnering with commercial, sales, customer-facing, or revenue-generating teams.
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• Ability to work effectively with senior stakeholders, including the CFO, executive leadership, business leaders, and ownership or board-level audiences where applicable.
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• Strong financial modeling skills with experience building forecasts, scenario models, cash flow analyses, and leadership reporting.
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• Experience supporting pricing, deal economics, revenue forecasting, pipeline analysis, or commercial decision support preferred.
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• Experience improving data flows between business systems, finance systems, and reporting tools preferred.
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• Experience supporting business integration, newly added operating areas, post-close tracking, or similar expansion-related financial analysis preferred.
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• Exposure to privately held, founder-led, investor-backed, or growth-oriented environments preferred.
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• Experience in B2B services, client-services, technology-enabled services, recurring revenue, project-based revenue, or other commercially driven business models preferred.
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• Experience working across multiple business units, entities, customer groups, or operating teams preferred.
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• Experience with modern ERP, CRM, planning, reporting, business intelligence, or expense management tools preferred.
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• Strong communication and presentation skills with the ability to translate financial data into clear, actionable insights.
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• Creative, proactive problem-solver who can challenge assumptions, identify risks, and recommend practical solutions.
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• Strong preference for candidates who can work in a hybrid or flexible office environment as needed.
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