FP&A Manager, Systems & Financial Planning (SaaS)

TL;DR

FP&A Manager (SaaS/Workday Adaptive Planning): Leading financial planning, reporting, and systems architecture for a PE-backed tech company with an accent on scaling the Workday Adaptive Planning environment. Focus on automating financial reporting, managing SaaS metrics (ARR/ACV), and partnering with the C-suite to drive growth strategy.

Location: Remote (US)

Company

A private equity-backed, high-growth technology company scaling its financial planning and reporting infrastructure.

What you will do

• Own and administer the Workday Adaptive Planning environment, including model structure and data integrations.
• Manage data flows between ERP, CRM, and data warehouses to ensure absolute data integrity.
• Build automated, consolidated financial reporting for SLT, Board, and investor reviews.
• Manage expense budgeting, full P&L reporting, and forecast bookings, revenue, and EBITDA.
• Analyze SaaS-specific metrics including ACV, ARR, churn, and net revenue retention (NRR).
• Act as a financial advisor to department leaders and present insights directly to executive leadership.

Requirements

• 3–5+ years of progressive FP&A experience, ideally within SaaS or PE-backed businesses.
• Direct, hands-on experience implementing and/or administering Workday Adaptive Planning (Must-have).
• Proven expertise with SaaS metrics (ACV, ARR, NRR, expansion revenue) and P&L ownership.
• Track record of building scalable, automated board-ready reporting packages.
• Bachelor's degree in Finance, Accounting, or a related field.
• Must be based in the United States.

Nice to have

• Advanced certifications, such as HBS Finance & Accounting certificate.
• Experience with NetSuite, Salesforce, and BI tools like Power BI or Tableau.
• Experience navigating fast-growth or private equity-backed environments.

Culture & Benefits

• High-growth, PE-backed environment with significant impact.
• Remote-first work arrangement.
• Direct ownership of the financial technology stack.
• High visibility with frequent partnership with the C-suite.