Financial Planning & Analysis Manager

Hirebridge; United States; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

AI Tools from Day 1

Flexible Time-Off

Health, Dental, Vision Insurance

401(k) with company match

Tuition Reimbursement

Job summary

Sovos is seeking a Financial Planning & Analysis Manager to own monthly forecasts and annual budgets, shaping long-range plans and partnering with GTM leadership. Youll translate data into narratives that drive executive decisions and Board presentations.

You will build integrated financial models, advance AI-enabled analyses, and collaborate with Accounting and cross‑functional teams to ensure forecasting accuracy and strategic alignment across the organization.

Qualifications

• Finance, business, economics, or accounting background. MBA is a plus.
• Extensive FP&A experience with SaaS metrics (ARR, GRR, net bookings, billings, pipeline).
• Proven ability to craft financial narratives for GTM leadership and Board audiences.
• Expertise in building integrated financial models and scenario analyses.
• Familiarity with GAAP and data integrity across systems; AI tools a plus.

Responsibilities

• Own monthly forecasts, annual budgets, and long-range planning.
• Lead Operational Review and Board reporting with GTM narratives (ARR, revenue, pipeline).
• Develop scalable financial models and automate analyses with AI tools.
• Collaborate with Accounting and GTM leaders to align forecasts with priorities.
• Support M&A integration focusing on SaaS revenue metrics.
• Conduct ad hoc modeling to support strategic initiatives.

Skills

FP&A

GTM collaboration

financial modeling

GAAP knowledge

communication

AI tooling

Education

Bachelor's degree in finance/accounting

MBA (preferred)

Tools

Adaptive

NetSuite

Tableau

Excel

MS Office

Job description

Financial Planning & Analysis Manager

Accounting/Finance·Full-Time·United States

Build your future with Sovos.

If you're seeking a career where innovation meets impact, you've come to the right place. As a global leader, Sovos is transforming tax compliance from a business requirement to a force for growth while revolutionizing how businesses navigate the ever-changing regulatory landscape.

At Sovos, we're dedicated to more than just solving compliance challenges -- we're committed to making a positive and lasting difference in everything we do. Our teams operate on the modern edge of digital technology, working not only to solve complex business challenges but also to enrich our personal, professional, and local communities.

Our purpose-built systems provide the tools you need to thrive in a world where governments demand increased visibility, faster reporting and greater control over business processes. Excited about the possibilities? So are we!

Don't worry if you don't check all the boxes -- apply anyway! We're focused on hiring the right people, not just the "right" resume. It's not about what you've done elsewhere; it's all about what you're capable of doing here.

The Role

At Sovos, we're looking for a Financial Planning & Analysis Manager to sit at the heart of our financial strategy. You'll translate numbers into narratives that drive decision-making across the organization, shaping budgeting, forecasting, and long-range planning processes while partnering with leaders to connect financial insights to real outcomes. This role sits within our Go-to-Market Financial Planning & Analysis team, where you'll own the financial story behind our GTM performance and deliver analyses that inform everything from operational reviews to Board presentations.

More specifically, you will:

• Own execution of monthly financial forecasts, annual budgets, and long-range planning activities, ensuring accuracy and alignment with business objectives.
• Lead monthly Operational Review and Board of Directors reporting processes, delivering clear GTM financial narratives around ARR, net bookings, revenue, and pipeline - translating drivers and risks into actionable insights for executives and the Board.
• Build and maintain integrated financial models and scalable processes that evolve with the business, leveraging AI tools and technologies to enhance financial modeling, automate routine analyses, and accelerate insight generation.
• Partner with Accounting to maintain consistency between budgets, forecasts, and reported GAAP financials, and collaborate with GTM and business leaders to align financial forecasts with strategic priorities and commercial realities.
• Support M&A integration initiatives with a focus on SaaS revenue metrics, ensuring acquired entities are brought into the forecasting and reporting framework.
• Partner with cross-functional teams to ensure data integrity across Adaptive, Keystone, NetSuite, and other key financial systems, and lead ad hoc modeling to support strategic and operational initiatives as they arise.

What You Bring to Sovos

• Relevant experience in finance, business, economics, or accounting; Bachelor's degree or equivalent experience preferred. MBA is a plus.
• You have finance experience with demonstrated growth in scope and complexity with significant time in FP&A, ideally within Private Equity-backed SaaS companies - including deep, hands‑on expertise in SaaS metrics (ARR, GRR, net bookings, billings, pipeline) and the commercial mechanics behind them.
• You've owned revenue forecasts and independently crafted financial narratives for GTM leadership and executive/Board audiences.
• You can build integrated financial models and scenario analyses in Excel, including integrated financial models and scenario analysis, plus hands‑on experience with Adaptive, NetSuite, Tableau, and MS Office.
• Working knowledge of GAAP to ensure forecasts reconcile with reported results, and comfort working with AI tools to enhance productivity and analytical capabilities.
• effective problem‑solving, analytical, and critical‑thinking skills, with excellent verbal and written communication abilities - you can distill complex analyses into clear, actionable insights.
• Due to client contractual obligations, the successful candidate will be asked to clear a background check and drug test upon hire.

The Process

We believe in a transparent and comprehensive hiring process. Here's what you might expect:

1. Pre‑Employment Assessment – Regionally specific assessments we use to mitigate bias and give every applicant a fair shot.
2. Video Interview – A chance to meet as many qualified applicants as possible and get to know you beyond your resume.
3. Meeting with a Recruiter – A conversation to talk through the role, your experience, and your goals.
4. Live Interviews with the Hiring Team – Meet the people you'll work with and dig into the day-to-day of the role.

Life at Sovos

The tools to enhance your life - because we want you to enjoy your life outside of work and inside!

• Global Mentoring Program
• AI Tools and Technology from Day 1
• Continuous Learning and Development
• Language Learning Support
• Global Employee Recognition Platform and Programs
• Global Parental Leave Policy
• Flexible Time-Off
• Comprehensive Health, Dental and Vision Insurance
• 401(k) with company match
• HSA with Sovos match
• Tuition Reimbursement
• Volunteer Time Off and Charitable Giving Match

Equal Opportunity Employer

Sovos is an equal opportunity employer committed to providing an environment that celebrates diversity and where equal employment opportunities are available to all applicants and employees.

We do not discriminate against race, color, religions, national origin, age, sex, marital status, physical or mental disability, veteran status, gender identity, sexual orientation, or any other characteristic provided by law.

At Sovos, all employees are encouraged to bring their whole selves to work.

Company Background

Sovos is a global provider of tax, compliance and trust solutions and services that enable businesses to navigate an increasingly regulated world with true confidence. Purpose‑built for always‑on compliance capabilities, our scalable IT‑driven solutions meet the demands of an evolving and complex global regulatory landscape. Sovos' cloud‑based software platform provides an unparalleled level of integration with business applications and government compliance processes.

More than 100,000 customers in 100+ countries -- including half the Fortune 500 -- trust Sovos for their compliance needs. Sovos annually processes more than three billion transactions across 19,000 global tax jurisdictions. Bolstered by a robust partner program more than 400 strong, Sovos brings to bear an unrivaled global network for companies across industries and geographies. Founded in 1979, Sovos has operations across the Americas and Europe, and is owned by Hg and TA Associates. For more information visit www.sovos.com and follow us on LinkedIn and Twitter.