FP&A Manager

Korn Ferry; United States; Hybrid; USD 135,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, vision

Hybrid work model

Corporate benefits

Job summary

Korn Ferry is assisting a leading SaaS health tech provider in filling the Manager, Financial Planning & Analysis (FP&A) role. This hybrid position centers on leading enterprise FP&A, budgeting, forecasting, and strategic analysis in collaboration with executive leadership and the Board.

The ideal candidate has 8+ years in FP&A, strong leadership, and deep SaaS metrics understanding. Experience with Workday Adaptive Planning is highly valued; private equity exposure is a plus.

Qualifications

• 8+ years of progressive FP&A experience, ideally in SaaS or tech.
• Experience in a private equity-backed environment is preferred.
• Strong ownership of full P&L across finance functions.
• Advanced proficiency with Workday Adaptive Planning and related systems.
• Demonstrated ability to build and optimize FP&A processes and reporting infrastructure.

Responsibilities

• Lead enterprise-wide FP&A, budgeting, forecasting, and long-range planning.
• Own monthly, quarterly, and annual reporting packages for exec leadership and the Board.
• Partner with CFO and senior leadership on materials for the Board and investors.
• Develop SaaS metrics: ARR, churn, CAC, LTV to inform decisions.
• Build scalable reporting infrastructure and drive automation across FP&A workflows.

Skills

FP&A leadership

SaaS FP&A

Executive storytelling

Team management

Education

Bachelor’s in Finance

MBA/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