Financial Planning and Analysis Manager

LeadStack Inc.; Palo Alto (CA); Hybrid; USD 110,208 - 144,648; Full time

Job summary

A cutting-edge technology firm based in Palo Alto, CA, is seeking a Senior Financial Analyst to enhance financial planning models and provide critical insights for decision-making. The role demands over 7 years of experience in SaaS, particularly in financial analysis and Topline Forecasting. The ideal candidate will have advanced Excel skills, a relevant degree, and experience with major software like Adaptive and NetSuite. Join us to impact strategic growth in a dynamic environment, with a hybrid work arrangement available.

Qualifications

• 7+ years of experience in SaaS financial analysis and business operations, preferably with Topline Forecast experience.
• Experience with large publicly traded B2B Software / SaaS companies is strongly preferred.
• CFA or CPA certifications are a plus but not required.

Responsibilities

• Maintain & improve top-line financial planning models.
• Prepare inputs/analyses for annual planning and forecasts.
• Conduct monthly outlooks to gauge business rhythm.
• Model complex what-if scenarios for pricing and product changes.
• Collaborate across teams for daily forecast analyses.

Skills

Analytical and problem-solving abilities

Expert level skills with Excel

Experience in financial analysis

Proficiency with PowerPoint

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Tools

Adaptive

NetSuite

Salesforce

Google Sheets

Google Slides

Job description

(Ideal Candidates are local to Palo Alto area and able to report onsite to our HQ for Hybrid work arrangement. Remote candidates are acceptable for the right skill set)

Pay rate: $80- $105/hr on W2

About The Team

Our Topline FP&A team is a dynamic and essential partner to our Executive Leaders, driving all aspects of Topline growth (e.g. ARR, ACV/TCV bookings, revenue, billing, gross margin) and strategy.

We play a crucial role in providing valuable business insights that guide decision-making. By working cross-functionally, we help shape our financial and operational policies to enhance the efficiency and long-term financial performance.

Responsibilities :

Topline Modeling & Forecasting:

• Maintain & Improve high-fidelity Topline Financial planning models - ARR, Revenue, Gross Margin, Billings, etc.
• Prepare detailed inputs/analyses for Annual Planning, Quarterly Rolling Forecasts (QRF), Long-range Planning (LRP), etc.
• Conduct monthly outlook to understand the rhythm of the business
• Model complex "what-if" scenarios for pricing changes, new product introductions, and new GTM initiatives, etc.
• Drive our “Land-the-Quarter” Daily Forecast analyses at quarter-end by collaborating with various internal teams (Order Management, Deal Desk, Product Operations, etc.)

You might be a good fit if you have/are:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 7+ years of experience in SaaS companies focusing on financial analysis, strategic finance, business operations, or related roles, ideally with 3+ years of Topline Forecast experience in the Software / SaaS Industry
• Experience with large publicly traded B2B Software / SaaS companies is strongly preferred
• Expert level skills with Excel / Google Sheets & demonstrable proficiency with PowerPoint / Google Slides
• Demonstrated ability to manipulate, analyze, and summarize large data sets
• Excellent analytical and problem-solving abilities
• Experience with financial planning software and ERP systems ( Adaptive and NetSuite required)
• Experience with Salesforce is a plus but is not required for this role
• CFA or CPA certifications are a plus but are not required for this role