Senior Manager Financial Planning Analysis

CFO’s Domain is a consulting and recruiting firm 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.

OVERVIEW

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. 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. 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.

RESPONSIBILITIES

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

REQUIREMENTS

Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field required. 7–10+ years of progressive finance experience, including strong FP&A, financial planning, forecasting, reporting, and modeling experience. Experience working in a lean, fast-paced finance environment where the role requires both strategic thinking and hands-on execution. Strong experience partnering with commercial, sales, customer-facing, or revenue-generating teams. Ability to work effectively with senior stakeholders, including the CFO, executive leadership, business leaders, and ownership or board-level audiences where applicable. Strong financial modeling skills with experience building forecasts, scenario models, cash flow analyses, and leadership reporting. Experience supporting pricing, deal economics, revenue forecasting, pipeline analysis, or commercial decision support preferred. Experience improving data flows between business systems, finance systems, and reporting tools preferred. Experience supporting business integration, newly added operating areas, post-close tracking, or similar expansion-related financial analysis preferred. Exposure to privately held, founder-led, investor-backed, or growth-oriented environments preferred. Experience in B2B services, client-services, technology-enabled services, recurring revenue, project-based revenue, or other commercially driven business models preferred. Experience working across multiple business units, entities, customer groups, or operating teams preferred. Experience with modern ERP, CRM, planning, reporting, business intelligence, or expense management tools preferred. Strong communication and presentation skills with the ability to translate financial data into clear, actionable insights. Creative, proactive problem-solver who can challenge assumptions, identify risks, and recommend practical solutions. Strong preference for candidates who can work in a hybrid or flexible office environment as needed. #J-18808-Ljbffr CFO's Domain