Financial Planning and Analysis Manager

CollegeNET; Portland (OR); Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

Remote‑friendly environment

Comprehensive benefits

Career growth opportunities

Job summary

CollegeNET, a trusted higher education software leader, seeks an FP&A Manager to own financial planning, budgeting, forecasting, and analysis. Reporting to the CFO, you’ll build models and reports, partner with department heads, and drive rigorous measurement of business performance.

This hands-on individual contributor role offers ownership of FP&A within a lean finance team and a remote-friendly environment, with benefits reflective of a market leader in higher education technology.

Qualifications

• 5–7 years of progressive FP&A, corporate finance, or related finance experience.
• Bachelor's degree in Finance, Accounting, Economics (MBA/CFA a plus).
• Advanced Excel and financial modeling skills; build and maintain models.

Responsibilities

• Own the annual budgeting process and rolling forecasts with department leaders.
• Develop and maintain financial models covering revenue, bookings, headcount, and operating expenses.
• Prepare weekly, monthly, and quarterly reporting packages for the CFO and executive team.
• Analyze SaaS metrics (ARR, churn, CAC, gross margin) and translate into actionable insights.
• Support long-range planning, scenario modeling, and ad hoc analyses for leadership.
• Collaborate with Accounting on monthly close and alignment of actuals to forecast.
• Track departmental spend and identify risks and opportunities.
• Improve FP&A processes and reporting infrastructure for efficiency.
• Prepare materials for board meetings and lender reporting as needed.

Skills

FP&A experience

SaaS knowledge

Advanced Excel

Finance modeling

Strategic analysis

Education

Bachelor's degree in Finance, Accounting, Economics

MBA or CFA (a plus)

Tools

NetSuite

Adaptive Insights

Anaplan

Power BI

Job description

For more than 40 years, CollegeNET has partnered with colleges and universities to improve campus operations through its scheduling, event management, and admissions software — including its flagship 25Live platform, used by institutions nationwide to manage academic and event space. As a privately held company serving higher education, CollegeNET combines the stability of a long-standing market leader with the agility of a lean, product-focused organization.

Position Summary

CollegeNET is seeking an FP&A Manager to own financial planning, budgeting, forecasting, and analysis for the company. Reporting directly to the CFO, this individual contributor role is responsible for building the financial models and reporting that guide executive decision-making, partnering with department leaders on budget performance, and bringing rigor and clarity to how the business measures itself. This is a hands‑on role for someone who wants ownership of the FP&A function without managing a team.

Key Responsibilities

• Own the annual budgeting process and rolling forecasts, partnering with department leaders to build and update plans.


• Develop and maintain financial models covering revenue, bookings, headcount, and operating expenses.


• Prepare weekly, monthly, and quarterly reporting packages for the CFO, executive team, and PE sponsor, including variance analysis against budget and prior periods.


• Analyze SaaS and subscription metrics (ARR, churn, renewal rates, customer acquisition cost, gross margin) and translate them into actionable insights.


• Support long-range strategic planning, scenario modeling, and ad hoc analyses for the CFO and executive leadership.


• Partner with Accounting on the monthly close process, ensuring alignment between actuals and forecast.


• Track and report on departmental spend, working with budget owners to identify risks and opportunities.


• Improve FP&A processes, tools, and reporting infrastructure to increase efficiency and accuracy over time.


• Prepare materials for board meetings and ongoing reporting to the company's PE sponsor and lenders, as needed.

Qualifications

• 5–7 years of progressive experience in FP&A, corporate finance, or investment banking/corporate development, ideally including time at a SaaS or subscription‑based software company.


• Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA a plus but not required.


• Advanced Excel/financial modeling skills; experience building models from scratch and maintaining them over time.


• Hands‑on experience with FP&A or BI tools (e.g., NetSuite, Adaptive Insights, Anaplan, Power BI, or similar).


• Strong understanding of SaaS metrics and unit economics.


• Excellent communication skills, with the ability to translate financial analysis into clear recommendations for non‑finance stakeholders.


• High attention to detail and a track record of delivering accurate, timely work under deadline pressure.


• Comfortable operating independently as an individual contributor in a lean finance organization.

What CollegeNET Offers

• A high‑visibility role reporting directly to the CFO with real ownership over FP&A.


• Remote‑friendly work environment with flexibility.


• The stability of an established, decades‑old market leader in higher education technology.


• Comprehensive benefits package (medical, dental, vision, retirement plan, and paid time off).