Senior Manager, Renewals Planning & Budgeting (New York)
IPC Systems
TITLE: Senior Manager, Renewals Planning & Budgeting
DEPARTMENT: Finance- Pricing
REPORTING TO: Head of Pricing
OFFICE LOCATION: New York, NY
ROLE TYPE: Permanent, Full time, Hybrid
IPC is a fintech company that focuses on the human element. With a global presence, we support local markets with our advanced cloud-based trading communications and managed connectivity solutions.
Through our portfolio of communications and connectivity solutions, we focus on solving business challenges and adapting to regulatory changes in the fast-paced global financial markets. This enables our clients to maintain consistent market access, a strong competitive advantage, and enhanced operational efficiency.
Join a team that is dedicated to delivering groundbreaking products and making a significant impact on our clients' success.
Team Overview
The Pricing function is a strategic enterprise capability responsible for maximizing customer value, revenue growth, profitability, and commercial effectiveness across IPC's portfolio of trading communications, connectivity, and cloud-based services. The team works closely with Product Management, Product Marketing, Sales, Finance, Customer Success, Legal, and Operations to establish pricing strategies, governance, monetization frameworks, and value-capture initiatives that support IPC's growth objectives.
As IPC continues to scale its recurring revenue and subscription-based offerings, the Pricing organization serves as a key advisor to executive leadership, helping guide pricing decisions through data, customer insights, market intelligence, and financial analysis.
Role Overview:
The Senior Manager, Renewals Planning & Budgeting leads renewal forecasting, budgeting and performance reporting to improve revenue predictability and realization.
This role maintains renewal schedules and operational controls, monitors uplift opportunities and churn risk, and enhances planning accuracy through integrated data, reporting and workflow automation.
Key Responsibilities
- Own renewal planning, forecasting, budgeting, and renewal performance reporting.
- Maintain long-range renewal schedules, contract notice requirements, and annual increase calendars.
- Forecast renewal ARR, price uplift opportunities, churn risk, and revenue realization outcomes.
- Establish renewal targets and performance expectations aligned with company revenue objectives.
- Measure actual versus planned renewal performance and identify gaps, risks, and corrective actions.
- Monitor contract, customer, pricing, and consumption data to ensure forecasting accuracy.
- Maintain escalation calendars and operational controls supporting the renewal process.
- Support workflow automation, reporting enhancements, and transition of renewal planning capabilities.
How You Will Make an Impact:
- Improve the accuracy and predictability of renewal ARR, pricing uplift and churn forecasts to support informed financial and commercial planning.
- Increase renewal revenue realization by establishing clear targets, tracking actual performance against plan and driving timely corrective action.
- Reduce renewal risk and missed opportunities through disciplined management of contract notices, annual increase calendars and escalation milestones.
- Create reliable performance visibility by connecting contract, customer, pricing and consumption data into actionable renewal reporting.
- Build a scalable renewal planning capability through stronger operational controls, automated workflows and enhanced reporting.
Essential Skills and Experience to be Successful in this Role:
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
- 5+ years of experience in financial planning, forecasting, renewals operations, revenue operations, FP&A, or commercial planning.
- Strong financial modeling, budgeting, forecasting, and reporting capabilities.
- Experience working with subscription revenue models, SaaS metrics, and renewal forecasting.
- Ability to analyze large datasets and identify business risks and opportunities.
- Strong attention to detail and data governance discipline.
- Experience working with CRM, ERP, reporting, and planning systems.
- Excellent organizational, planning, and stakeholder management skills.
Desired Skills and Experience:
- MBA, CFA, CPA, or advanced qualification in Finance, Economics, or Analytics.
- Experience with scenario planning, cohort analysis, and probabilistic forecasting.
- Familiarity with customer health scoring, churn prediction, and retention analytics.
- Experience building planning models in enterprise performance-management tools.
- Working knowledge of contract metadata extraction and renewal-calendar automation.
- Experience supporting global, multi-currency, or multi-entity subscription businesses.
What’s in It for You?
At IPC, your compensation is only part of the package. We are committed to investing in a range of programs and initiatives to improve the overall experience of our employees.
In addition to a collaborative, high-performing team environment, we’re pleased to offer benefits including:
- Competitive Base Salaries
- Medical, Dental and Vision
- 100% Employer Paid Short/Long Term Disability, AD&D and Life Insurance Coverage
- Limited & HealthCare Flexible Spending Accounts
- Dependent Care Flexible Spending Account
- Health Savings Accounts with Employer Contributions
- Pet Insurance
- Legal Insurance
- Critical Illness, Hospital Indemnity and Accident Coverage
- Commuter Benefits
- Medicare Services Education program
- Financial Wellness Account Fiduciary and Training
- Identity Theft Insurance
- 401(k) and Roth plan with matching contributions
- Flexible PTO, Sick Pay and Public Holidays
- Additional Time off for Charity Work and Volunteering
- Tuition Reimbursement
- Certification Bonus Program
- Access to “IPC University” our Internal E-Learning Platform
- Structured Onboarding Training and Peer Mentor Support
- Parental Leave Policy
- Free Mental Health Wellness Programs, Tools, Coaching and Free therapy sessions
- Employee Referral Scheme
Further information about your benefits will be provided during your onboarding process.
Additional Information:
At IPC, we believe that hybrid working creates an inclusive, flexible environment where employees can perform at their best, and teams can collaborate, innovate, and celebrate successes together. We spend around 60% of our time in the office and around 40% of our time working remotely. Some employees may be required to work from the office or client sites more than 60% of the time, if required by their role and/or client needs.
Your precise work schedule will be determined by you and your Line Manager before commencement of employment with IPC.
You can explore more about our culture, offerings and commitment to living our Core 4 values, on and .
IPC’s Work Culture:
The IPC work culture is one that fosters inclusion, prioritizes innovation, and maximizes potential. We are a global ecosystem, full of diverse people that together made IPC what it is today.
Our strength as an organization is the sum of our different backgrounds, perspectives, skills and geographies; supported by an ironclad commitment to constructive dialogue and open-mindedness.
We live and breathe our commitment to innovation by embracing bold ideas, seizing new opportunities and striving for excellence. Our people have continued to deliver ground-breaking solutions to our clients for over 50 years.
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