FP&A Manager

Korn Ferry; Dallas (TX); Hybrid; USD 135,000 - 150,000; Full time

Benefits offered by this job

Hybrid work model

Comprehensive benefits package

Offshore/nearshore FP&A support

Job summary

Korn Ferry partners with a client to recruit an FP&A Manager for a high-growth, private-equity-backed tech SaaS company. The role is hybrid in the Dallas area, with in-office Tuesdays–Thursdays and remote options for strong candidates.

You will lead a 2–3 person FP&A team and help build a Center of Excellence in finance, driving strategic planning and executive-level insights. You will oversee consolidation, reporting, budgeting, long-range planning, and the development of key SaaS metrics,

Qualifications

• 8+ years of progressive FP&A experience, ideally in SaaS/tech
• MBA or CPA preferred
• Strong leadership with direct people management
• Experience owning and analyzing full P&L across finance functions
• Experience in a private equity-backed environment preferred
• Deep understanding of SaaS business models, metrics and unit economics
• Advanced experience with FP&A tools such as Workday Adaptive Planning
• Ability to build/improve processes, systems and reporting infrastructure
• Strong executive presence communicating insights to senior leadership/Board

Responsibilities

• Lead enterprise financial consolidation and reporting across geographies
• Own monthly, quarterly and annual reporting packages for exec leadership and Board
• Partner with CFO and senior leadership on Board materials and investor reporting
• Drive budgeting, forecasting and long-range planning processes
• Develop and track SaaS metrics (ARR, churn, CAC, LTV) to support data-driven decisions
• Build scalable reporting infrastructure and enhance analytics capabilities
• Collaborate with Accounting on close timelines and variance analysis
• Lead FP&A systems optimization, including data integrity and integration
• Drive process improvements, automation, and standardization across FP&A workflows
• Support AI, data, and automation initiatives across the organization
• Oversee headcount planning, vendor expense management, and global reporting
• Mentor and develop a high-performing FP&A team

Skills

Leadership

FP&A

P&L ownership

Executive communication

SaaS metrics

Education

Bachelor’s degree in Finance/Accounting/Economics

MBA or CPA preferred

Tools

Workday Adaptive Planning

Job description

Korn Ferry is partnering with our client on their search for an FP&A Manager.

Company Overview:

• Our client is a leading global provider of technology solutions for the fitness, wellness, and health industries, serving gyms, studios, and enterprise customers through a comprehensive SaaS platform
• The company delivers mission-critical software across billing, membership management, engagement, and analytics, enabling clients to scale and optimize operations
• Backed by Private Equity, this company is operating in a high-growth, private equity environment with a strong focus on scalability, data-driven decision-making, and operational excellence
• The organization continues to invest heavily in systems, infrastructure, and analytics capabilities to support its global footprint and rapid expansion
• The culture is high-performing yet casual, emphasizing collaboration, adaptability, ownership, and continuous improvement in a fast-paced environment

Role Summary:

• Title: Manager, Financial Planning & Analysis (FP&A)
• Location: Preference for Dallas-Fort Worth (Hybrid: Tuesday through Thursday in-office for local candidates) but open to great Remote candidates
• Team Involvement: Manages a team of 2–3 FP&A professionals and plays a key role in building out a broader finance “Center of Excellence,” including offshore analyst support
• Primary Focus: Lead enterprise-wide financial planning, reporting, and analysis while partnering closely with executive leadership and the Board to drive strategic decision-making

Key Responsibilities:

• Lead enterprise financial consolidation and reporting across business units and geographies, ensuring accuracy, consistency, and timeliness
• Own the preparation and delivery of monthly, quarterly, and annual reporting packages for executive leadership and the Board of Directors
• Partner closely with the CFO and senior leadership on Board materials, investor reporting, and strategic financial insights
• Drive the budgeting, forecasting, and long-range planning processes across the organization
• Develop and track key SaaS and growth metrics, including ARR, churn, CAC, and LTV, to support data-driven decision-making
• Build scalable reporting infrastructure and enhance analytics capabilities to improve forecasting accuracy and business insights
• Collaborate with Accounting to align on close processes, reporting timelines, and variance analysis
• Lead and optimize financial systems, including Workday Adaptive Planning, ensuring strong data integrity and system integration
• Drive process improvements, automation, and standardization across FP&A workflows and reporting
• Act as a finance enablement leader supporting AI, data, and automation initiatives across the organization
• Support the build-out of a centralized finance function, including headcount planning, vendor expense management, and global reporting capabilities
• Lead, mentor, and develop a high-performing FP&A team in a fast-paced, evolving environment

Ideal Candidate Profile:

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred
• 8+ years of progressive FP&A experience, ideally within SaaS or technology-driven organizations
• Proven leadership experience with direct people management (must have prior management experience)
• Strong experience owning and analyzing the full P&L with broad exposure across finance functions
• Experience operating in a private equity-backed environment strongly preferred
• Deep understanding of SaaS business models, metrics, and unit economics
• Advanced experience with financial planning tools such as Workday Adaptive Planning and strong systems aptitude
• Demonstrated ability to build and improve processes, systems, and reporting infrastructure
• Strong executive presence with the ability to communicate complex financial insights clearly to senior leadership and Board stakeholders
• Highly adaptable, hands-on leader who thrives in a fast-paced, high-growth environment
• FLDP background is considered a strong plus
• Target base compensation range: $135K–$150K
• Bonus: 5% annual performance incentive
• Benefits Package: Comprehensive medical, dental, vision, and standard corporate benefits
• Work Environment: Flexible with remote options; hybrid model for DFW-based candidates with strong exposure to executive leadership and private equity stakeholders

Selling Points

• High-impact leadership role with ownership of enterprise FP&A and Board-level reporting
• Direct partnership with CFO and executive leadership on strategic decision-making and investor communication
• Opportunity to help build and scale a finance “Center of Excellence” within a private equity-backed SaaS organization
• Exposure to private equity and a highly sophisticated investor environment
• Ability to drive meaningful improvements across systems, automation, and financial infrastructure
• Fast-paced, high-growth environment with strong visibility and career progression potential
• Collaborative, high-performing, yet casual culture that values innovation and continuous improvement