Financial Planning & Analysis Manager (Client Experience Business Partner)

Location: US Remote; candidates must be eligible to work in the United States for full-time employment.

Salary: $124,000–$155,000 annually

Company

hirify.global provides a SaaS digital sales and service platform for U.S. banks and credit unions, combining onboarding, digital banking, data, and marketing solutions.

What you will do

• Own enterprise-wide revenue forecasting for the Client Experience Group, including scalable processes, driver-based models, assumption validation, and defensible financial projections.
• Partner with leadership and cross-functional stakeholders to align financial plans with strategic objectives and drive accountability.
• Analyze customer cohorts, third-party partner revenue, market segments, KPIs, trends, risks, and growth opportunities.
• Prepare executive-level reporting and deliver insights for senior leadership and board discussions.
• Conduct scenario analysis and model potential business outcomes to support strategic decisions.
• Improve FP&A processes through automation, scalable systems, predictive capabilities, and AI-led initiatives.

Requirements

• 8+ years of experience in FP&A, corporate finance, or related roles, with expertise in enterprise forecasting and strategic financial analysis.
• Advanced financial modeling, forecasting, and planning expertise, including revenue and KPI modeling.
• Deep proficiency in Excel and FP&A tools such as Adaptive or similar platforms.
• Ability to synthesize complex financial and operational data into strategic insights and validate financial data integrity.
• Strong business acumen, analytical and problem-solving skills, executive communication, and presentation abilities.
• Ability to work independently, influence senior stakeholders, and drive cross-functional alignment.

Nice to have

• Experience in SaaS or financial technology environments.
• Experience forecasting revenue and related KPIs such as ARR and NRR.
• Experience improving processes through automation or system enhancements.

Culture & Benefits

• Remote-first work environment for eligible U.S.-based roles.
• Unlimited paid time off.
• 401(k) with employer match.
• Diverse and inclusive workplace.
• Employment sponsorship is not available.