Senior Manager Financial Planning & Analysis

ZipRecruiter; Portland (OR); Remote; USD 110,000 - 160,000; Full time

Job summary

Crescendo is seeking a Senior Manager of Financial Planning and Analysis to enhance the financial capabilities of the company. This role involves owning the financial model, leading budgeting, and providing insights for strategic initiatives in a fast-growing SaaS environment. The ideal candidate will have strong financial modeling skills and experience in FP&A, making this a crucial position with opportunities for significant impact.

Benefits

Remote working arrangements

Competitive Base Salary

Generous paid vacation

Attractive benefits package

Training opportunities

1-on-1 coaching

Qualifications

• 5+ years of experience in FP&A or Corporate Finance.
• Experience in SaaS-based environments desirable.
• Strong understanding of GAAP and financial reporting.

Responsibilities

• Own and improve the company's financial model.
• Lead budgeting and forecasting processes.
• Support financial analysis for strategic decision making.

Skills

Financial modeling

Analytical skills

Communication

Education

Bachelor’s degree in Accounting, Finance or related field

Tools

Power Query

Job description

Job DescriptionJob Description

About Us

At Crescendo, we’re transforming customer experience with Augmented AI—a seamless blend of human expertise and AI automation that delivers better, faster, more scalable support. We’re not just changing how support works. We’re reshaping the economics of an entire industry.

The Role

Crescendo is growing at a remarkable rate, and we are seeking a Senior Manager of Financial Planning and Analysis (FP&A) to take our forward-looking financial capabilities to the next level.

In this role, you will be a critical member of the Finance team, responsible for driving strategic insight, owning the financial planning process, and supporting key decision-making across the organization. You will improve and maintain our financial model, lead the budgeting and forecasting process, and work closely with senior leadership on cross-functional initiatives that impact financial performance. You’ll be expected to deliver sharp insights from data, help operationalize KPIs, and lead a scalable planning process.

The ideal candidate will bring exceptional financial modeling skills and hands-on experience leading an annual financial planning process. Experience in a SaaS-based environment, including knowledge of ARR reporting, GTM Finance, and Deal Desk review, is highly desirable.

This role reports to the VP of Finance and offers significant room for growth and impact as Crescendo continues to scale.

What You’ll Do:

• Own, manage, and improve the company’s financial model, including forecast updates, scenario modeling, and long-range planning
• Lead annual financial budgeting process and quarterly re-forecasting process in close coordination with department leaders across the business
• Prepare the monthly financial reporting package and deliver insights on key trends, KPI performance, and budget-to-actual variances
• Develop a deep understanding of the key revenue and operating model drivers, develop consistent ways to track and report on them, and make recommendations to improve the monthly financial reporting process
• Support ongoing Board and investor reporting with clear, concise analysis and financial storytelling
• Partner with the Global Controller and Accounting team to complete and streamline the monthly close process and budget to actual analysis
• Support business leaders with ad hoc financial analysis, including pricing strategy, pipeline conversion, bookings, and sales efficiency metrics
• Drive continuous improvement of financial processes and systems to support scaling

What We Expect From You:

• Bachelor’s degree in Accounting, Finance or related field
• 5+ years of experience in FP&A, Corporate Finance, or Investment Banking; ideally within a high-growth environment with mature financial processes and cross-functional exposure
• Expert-level financial modeling skills with experience using Power Query and automation tools to streamline reporting and analysis
• Strong familiarity with SaaS metrics such as ARR, bookings, and net revenue retention; experience supporting GTM orgs and participating in Deal Desk reviews is highly desirable
• Strong understanding of GAAP and financial reporting
• Excellent communication skills with the ability to work cross-functionally and present findings to senior leadership
• Ability to transition fluidly between high-level strategic discussions and hands-on financial analysis
• Proactive, curious, and detail-oriented with a strong ownership mindset
• Experience with M&A, post-close integration, and investor reporting is a plus

What You’ll Get In Return:

• Remote working arrangements
• Competitive Base Salary
• Generous paid vacation
• Attractive benefits package including medical, dental, and vision options that are applicable per country of residence for all our full-time employees
• Training opportunities provided by Crescendo and outside entities
• 1-on-1 coaching with feedback sessions, mentorship, and opportunities for cross-functional development

Why Crescendo?

• We’re creating a new category:Augmented AI.
• Our growth has been explosive—0 to $100M+ in ARR in under a year—and we’re just getting started.
• Our model is built on outcomes, not buzzwords. That means we only win when our customers do.
• You’ll join a high-performing, customer-obsessed team that values speed, creativity, and craft.
• We’re remote-first, people-first, and purpose-driven.

Join us and help shape the future of customer experience.

Company Culture Is At Our Core
Our core values bring intention to our work and set the tone for our culture. From the partners we serve to the associates who work with us, we share a set of core values that guide our actions.

• Care for others - Cooperate, empathize, and seek opportunities to put each other first.
• Embrace growth - Expand your mind by taking calculated risks, developing your skills, and staying open to change
• Manifest trust - Trust is the bond that allows us to work at our highest levels, as members of a team, in a unified direction. It is continuously earned by delivering on our commitments.
• Take ownership - Doing the right thing should come naturally.
• Be humble - Seek guidance, receive feedback, ask questions, and listen to your colleagues

Crescendois proud to be an equal-opportunity workplace. We value , , equity, and belonging and these pillars are at the heart of how we work together. We are committed to providing equal employment opportunities regardless of , , ancestry, , , , , , citizenship, marital status, , , Veteran status, or any other applicable legally protected characteristics in the location in which the candidate is applying. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.

We are committed to the of all individuals and will make reasonable accommodationsfor qualified individuals with disabilities in our job application process.If you require assistance or accommodations to participate in the job application or interview process, please [e-mail]

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