FP&A Manager

Blue Heron Capital; Indianapolis (IN); Hybrid; USD 120,000 - 160,000; Full time

Job summary

Authenticx in Indianapolis, IN is seeking an FP&A Manager to partner with the CFO and cross-functional leaders to build forecasts, manage the budget cycle, and produce management reporting that informs leadership decisions. This role combines cost accounting fundamentals with storytelling to translate numbers into actionable insights for executives.

You will own the monthly/quarterly forecast, lead the annual budget, collaborate with the Controller, and develop recurring reports for board

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field (MBA a plus).
• 3–5 years of FP&A experience, ideally SaaS/subscription revenue.
• Strong financial modeling skills and auditable models.
• Experience with forecasting, budgeting, and management reporting deliverables.
• Understanding of cost accounting concepts and margin analysis.

Responsibilities

• Own monthly and quarterly forecasting cycle with variance analyses that explain performance vs. budget and prior periods.
• Lead the annual budget process with department leaders to create a company-wide plan.
• Ensure alignment between accounting close and FP&A deliverables with the general ledger.
• Build and maintain recurring management reporting packages and assist in board materials.
• Act as a financial thought partner to the CFO, flag risks and surface opportunities in data.
• Support pricing strategy work including deal economics modeling and discounting analysis.
• Analyze revenue generation, sales capacity, pipeline metrics, and top-line disciplines with Revenue.
• Track SaaS metrics (ARR, MRR, net/gross retention, LTV, gross margin) and explain movements to non-finance stakeholders.
• Collaborate with Accounting on cost allocation and contribution margin by product/segment.
• Prepare and review complete financial statements and management reports with accuracy.
• Maintain complex Excel-based models, keeping them auditable and usable by the team.
• Present findings to senior leadership with appropriate level of technical detail.
• Provide ad hoc financial analysis for strategic decisions.

Skills

Financial modeling

Forecasting

Budgeting

Management reporting

Cost accounting

Excel

Communication

Education

Bachelor's degree

MBA

Tools

Adaptive Insights

Anaplan

Mosaic

Job description

FP&A Manager

Indianapolis, IN

Company Overview

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 withoutrequiring employment visa sponsorship now or in the future.
• All your information will be kept confidential according to EEO guidelines.