Financial Planning and Analysis Manager

About Prometheus Group:

Prometheus Group is a team of self-starters driven by accountability, resourcefulness, and results. We believe career growth should be based on impact and performance—not tenure or certifications. Our commitment to delivering exceptional products and customer experiences is at the core of everything we do. As the world's leading provider of Enterprise Asset Management (EAM) software solutions, Prometheus Group helps organizations optimize maintenance, operations, and asset performance throughout the equipment lifecycle. Backed by leading private equity firms including Advent, Leonard Green & Partners (LGP), and Genstar Capital, we continue to experience rapid global growth and expansion. Joining Prometheus Group means becoming part of a high-performing, customer-focused organization where employees are empowered to take ownership of their careers and make a meaningful impact. Success in this role offers significant opportunities for advancement and increased responsibility.

Position Overview

Prometheus Group is seeking an FP&A Manager to support planning and forecasting and lead commercial performance analysis for our private equity-backed SaaS business. This role partners with FP&A leadership on the monthly forecast, annual operating plan, and management reporting, serves as a finance business partner to our commercial teams, and leads a team of 2 FP&A analysts. The ideal candidate combines deep SaaS metrics expertise with strong business partnering skills and the ability to turn analysis into clear recommendations.

This role reports to the VP, FP&A and is based in Raleigh, NC.

Key Responsibilities

Planning, Forecasting & Reporting

• Support the annual operating plan and monthly forecast process by building departmental inputs, validating assumptions, and coordinating with budget owners.
• Prepare budget vs. actual and forecast variance analysis with driver-based commentary for FP&A and executive leadership.
• Assist with monthly and quarterly financial reporting packages, including board and investor materials.
• Build and maintain driver-based models for revenue, headcount, and operating expenses, and run scenario and sensitivity analyses as needed.

SaaS Metrics & Business Insights

• Own reporting and analysis of SaaS metrics, including ACV, churn, downsell, GRR, NRR, and customer cohort performance.
• Lead renewal forecasting and bookings-to-billings tracking, and partner with Revenue Accounting to reconcile ACV metrics to recognized revenue.
• Deliver margin analysis by product, customer, and service line to inform pricing, investment, and resource allocation decisions.

Business Partnering

• Serve as the finance business partner to Sales, Customer Success, Professional Services, and R&D leadership, translating results into actionable recommendations.
• Partner with department leaders to manage budgets, headcount plans, and spend against plan.
• Lead cash and working capital initiatives, including DSO reduction and collections forecasting, in partnership with Accounting.

Team Leadership & Systems

• Lead, develop, and mentor a team of FP&A analysts; set priorities, review deliverables, and own the quality and timeliness of team output.
• Help maintain FP&A systems, including Workday Adaptive Planning, and drive automation of reporting and dashboards.
• Strengthen planning processes, documentation, and controls so they scale with company growth.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA or FP&A certifications preferred.
• 5+ years of progressive FP&A experience, including 2+ years leading or managing analysts, preferably in a SaaS or software environment.
• Deep expertise in SaaS metrics and recurring revenue analytics (ACV, ARR, churn, GRR, NRR, cohort analysis).
• Hands-on experience supporting budget and forecast processes and preparing financial materials for senior leadership.
• Advanced Excel and financial modeling skills, with hands-on experience in planning and financial systems (e.g., Workday Adaptive Planning, Sage Intacct,Salesforce).
• Working knowledge of GAAP, including ASC 606 revenue recognition and how it drives differences between bookings, billings, and revenue.
• Excellent communication skills, with the ability to distill complex analysis into clear recommendations for executive and non-finance audiences.

Preferred Experience

• Experience in a private equity-backed company, including board, lender, and covenant reporting.
• Experience supporting M&A diligence, acquisition modeling, or post-close integration.
• Experience in or supporting Professional Services, including utilization, project margin, and services backlog analysis.
• Experience in or supporting Sales Operations, including pipeline analysis, bookings reporting, quota and territory planning, or sales compensation.
• Experience leading or contributing to a planning system implementation or data warehouse initiative (e.g., Snowflake).
• Exposure to billing systems, deal desk processes, or order-to-cash operations.

Benefits Overview

We offer an attractive benefits program to meet the diverse needs of our teammates:

• Employee base HSA plan, dental, life, and short term disability coverage 100% paid for by Prometheus Group
• HSA & FSA plan options
• Retirement savings with generous company match & immediate vesting
• Gym membership to O2 Fitness
• Casual dress attire
• Half Day Fridays