Financial Planning & Analysis Lead

We are seeking a commercially driven, hands-on FP&A leader to oversee company-wide budgeting, forecasting, and financial analysis. This role will work closely with the CFO, VP of Finance, and Controller in a private equity-backed SaaS environment.
The successful candidate will lead financial planning cycles, maintain core financial models, manage SaaS performance reporting, and provide actionable insights to senior leadership. This role requires strong financial modeling skills, solid business acumen, and the ability to translate financial data into strategic recommendations.
Key Responsibilities:
A.Financial Planning & Forecasting

Lead the annual operating plan (AOP) and rolling forecast process

Maintain and enhance integrated financial models (P&L and cash flow; balance sheet exposure preferred but not required as full build ownership)

Support annual budget preparation and board-level presentation materials

Develop driver-based models and scenario analyses to support business decisions

Deliver monthly forecast updates incorporating actuals, headcount, operating expenses, and revenue projections

B. SaaS Revenue & KPI Analysis

Track and analyze recurring revenue metrics (ARR, bookings, churn, retention)

Support revenue forecasting in partnership with Sales and Revenue teams

Provide insights on SaaS unit economics and revenue performance trends

Ensure alignment between financial reports and CRM-reported revenue data

C. Reporting & Executive Support

Prepare monthly and quarterly management reports

Deliver variance analysis (budget vs actual, forecast vs actual)

Build executive dashboards and board-ready financial summaries

Support strategic initiatives through financial modeling and investment analysis

D. Systems & Process Improvement

Coordinate data alignment between finance and CRM systems (e.g., Salesforce and accounting systems)

Improve reporting accuracy and consistency

Streamline financial reporting processes through Excel-based improvements and structured templates

Support finance system enhancements as needed

E. Business Partnership

Partner with department heads to align budgets with business priorities

Provide financial guidance to improve cost efficiency and margin performance

Support leadership in decision-making through data-driven insights

Qualifications:

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field

5 to 10 years of progressive FP&A or corporate finance experience

Experience in a high-growth or subscription/recurring revenue environment

Experience in SaaS or technology companies preferred

Strong financial modeling skills in Excel, including budgeting, forecasting, and scenario modeling

Experience preparing management- or executive-level reports, board reporting

Understanding of subscription revenue metrics such as ARR, MRR, and revenue forecasting

Experience working with CRM (e.g., Salesforce) preferred

Experience with accounting systems (NetSuite, Sage Intacct, or similar)

Experience with BI tools (Power BI, Tableau, Looker)

Strong analytical skills with attention to detail

Ability to work independently in a lean, high-accountability environment

Strong communication skills with the ability to partner with senior stakeholders

Ideal Candidate Profile The ideal candidate will have:

Proven ownership of budgeting and forecasting cycles

Experience building and maintaining financial models to support business planning

Exposure to executive or board reporting

Working knowledge of SaaS revenue dynamics

Ability to balance technical financial modeling with strategic business support

Experience operating in a lean team structure

Originally posted on Himalayas