Financial Planning and Analysis Manager

Authenticx; Indianapolis (IN); Hybrid; USD 95,000 - 140,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Authenticx, an enterprise AI company transforming healthcare, is seeking an FP&A Manager in Indianapolis. You will partner with the CFO and cross-functional leaders to build forecasts, manage the budget cycle, and craft management reports that guide leadership decisions.

Strong SaaS metrics fluency and pricing analysis are central to this role. You will own forecasting cycles, lead the annual budget, and ensure FP&A models align with the general ledger while presenting insightful narratives to

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA a plus.
• 3-5 years FP&A experience, ideally in SaaS or subscription revenue.
• Strong financial modeling skills with auditable models.
• Experience with forecasting, budgeting, and management reporting.
• Knowledge of cost accounting and margin analysis, including activity-based costing.
• Attention to detail with ability to translate numbers into narratives for leadership.
• Comfort presenting to senior leadership and C-suite.
• Excellent written and verbal communication skills.

Responsibilities

• Own the monthly and quarterly forecasting cycle with variance analyses.
• Lead the annual budget process with department leaders.
• Align close processes with FP&A deliverables and GL.
• Build and maintain recurring management reporting packages.
• Provide financial thought partnership to the CFO and leadership.
• Support pricing strategy, deal economics, and discount analysis.
• Analyze revenue, pipeline metrics, and top-line performance with Revenue.
• Track ARR, MRR, net/gross retention, LTV, and gross margin.
• Partner on cost accounting and contribution margin by product/segment.
• Prepare complete financial statements and management reports.
• Maintain complex, auditable Excel-based models.
• Present findings to senior leadership with clear narrative.
• Support ad hoc analyses for strategic initiatives.

Skills

Financial modeling

Forecasting

Budget management

Management reporting

SaaS metrics

Cross-functional partnership

Education

Bachelor’s in Finance/Accounting or related field

MBA (a plus)

Tools

Excel

Adaptive Insights

Anaplan

Mosaic

Job description

Authenticx is a fast-growing, venture-backed, enterprise AI company transforming healthcare through conversation intelligence. We help healthcare organizations uncover insights hidden in millions of customer interactions to improve patient, member, and business outcomes. As we scale, our Finance team plays a critical role in translating operating performance into decisions by leaders of the company.

Position Summary

The FP&A Manager partners with the CFO and cross-functional leaders to build forecasts, manage the budget cycle, and produce management reporting that drives decisions. This role is built for someone who thinks like a business partner rather than a bookkeeper: comfortable with the mechanics of cost accounting and financial packages but motivated by interpreting what the numbers mean and presenting that story clearly to leadership. Fluency in SaaS metrics and pricing analysis experience are central to this role. Expect to work closely with the Controller.

Key Responsibilities

• Own the monthly and quarterly forecasting cycle, developing variance analyses that explain performance against budget and prior periods, not just what happened but why.
• Lead the annual budget process in partnership with department leaders, consolidating input into a coherent company-wide plan.
• Partner closely with the Controller to ensure alignment between the accounting close and FP&A deliverables, and that FP&A models tie to the general ledger.
• Build and maintain recurring management reporting packages and assist in preparing materials for board meetings and other senior-level communications.
• Serve as a financial thought partner to the CFO, identifying trends, flagging risks, and surfacing opportunities in the data rather than waiting to be asked.
• Support pricing strategy work, including deal economics modeling, discounting analysis, and pricing scenario evaluation for new and existing products.
• Work with the Revenue organization to provide deep analysis of revenue generation, sales capacity, pipeline metrics, and other top-line disciplines.
• Track and report core SaaS metrics such as ARR, MRR, net and gross revenue retention, LTV, and gross margin, and explain movement in these metrics to non-finance stakeholders.
• Partner with Accounting on cost accounting matters, including cost allocation methodology and contribution margin analysis by product or segment.
• Prepare and review complete financial statements and management reports with a high degree of accuracy.
• Maintain complex Excel-based financial models, ensuring they remain clean, auditable, well-documented, and usable by others on the team.
• Present findings and recommendations directly to senior leadership, including the CFO and other C-suite stakeholders, adjusting the level of technical detail to the audience.
• Support ad hoc financial analysis for strategic decisions, including business case modeling for new initiatives.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA a plus.
• 3-5 years of progressive FP&A experience, ideally within a SaaS or subscription-revenue business.
• Strong financial modeling skills; builds clean, auditable models that others on the team can follow and use.
• Demonstrated experience with forecasting, budgeting, and management reporting deliverables in a prior role.
• Working knowledge of cost accounting concepts and their application to margin and profitability analysis, including activity-based costing.
• Excellent attention to detail, with a track record of catching errors before deliverables leave your desk, and interpreting what the numbers are saying rather than just reporting what they show.
• Comfortable working directly with senior leadership and the C-suite; able to present with poise in high-stakes settings.
• Strong written and verbal communication skills, with demonstrated ability to translate complex financial information into clear narratives for non-finance stakeholders.

Preferred Qualifications

• Experience with pricing strategy, deal desk support, or revenue operations in a SaaS environment.
• Experience with FP&A or budgeting software (e.g., Adaptive Insights, Anaplan, Mosaic, or similar), in addition to Excel.
• Prior exposure to healthcare technology, compliance-driven, or regulated industries.
• Certified Management Accountant (CMA) designation, or active progress toward it.

What Success Looks Like

• Forecasts and budgets are delivered on time, are defensible, and require minimal rework after leadership review.
• Regular use of AI to build efficiencies in modeling.
• Management reporting is trusted enough that leadership uses it directly in decision-making without needing to verify the underlying numbers.
• Leaders across the business describe this person as someone who explains the 'why' behind the numbers, not just the numbers themselves.
• Strong rapport across every department of the company.

Additional information

• This role is based in Indianapolis, IN and candidates within commuting distance will be prioritized
• Team members based in Indianapolis follow a hybrid schedule, working in the office a minimum of 2 days per week.
• For remote team members, traveling to Indianapolis may be required approximately 3-4x per year, based on business needs.
• Candidates must reside in the USA and be authorized to legally work in the USA without requiring employment visa sponsorship now or in the future.
• All your information will be kept confidential according to EEO guidelines