Senior Manager, Financial Planning & Analysis - Sales & Marketing

Appian Corporation; United States; Remote; USD 120,000 - 160,000; Full time

Job summary

A leading software company in the United States is seeking a Senior Manager of FP&A. The ideal candidate will have over 10 years experience in the enterprise software industry and will lead financial strategies for Sales and Marketing. This role emphasizes building relationships and enhancing financial performance through data analysis and implementation of budgeting processes. Competitive salary and growth opportunities offered.

Benefits

Training and development programs

Growth opportunities including tuition reimbursement

Employee-led affinity groups

Qualifications

• 10+ years of progressive FP&A within the enterprise software industry.
• Expertise in partnering with Sales and Marketing leadership.
• Fluency in advanced financial modeling.

Responsibilities

• Serve as the primary Finance business partner for Sales and Marketing.
• Lead the development of annual budgets and monthly forecasts.
• Analyze historical performance and ensure quotas are achievable.

Skills

Analytical skills

Interpersonal skills

Problem-solving skills

Communication skills

Organizational skills

Education

Bachelor’s degree in Finance, Economics, Accounting, or related discipline

Tools

Excel

Power BI

Tableau

Anaplan

Job description

Overview

Here at Appian, our values of Intensit y and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you’ll be part of a passionate team dedicated to accomplishing hard things, together.

Here at Appian, our core values of Respect, Work to Impact, Ambition, and Constructive Dissent & Resolution define who we are. In short, this means we constantly seek to understand the best for our customers, we go beyond completion in our work, we strive for excellence with intensity, and we embrace candid communication. These values guide our actions and shape our culture every day. When you join Appian, you'll be part of a passionate team that's dedicated to accomplishing hard things.

Position

We are seeking a highly motivated and experienced Senior Manager of FP&A to join our growing finance team. In this pivotal role, you will sit at the intersection of FP&A, Sales, and Marketing. You'll be a key financial partner to our Sales and Marketing functions and help drive financial discipline across those departments. This position requires someone who can translate financial data into actionable business strategies and thrive in a fast-paced, high-growth environment.

Responsibilities

• Serve as the primary Finance business partner for the Sales and Marketing organizations, building strong relationships within those teams and across Finance to provide financial guidance and support strategic decision-making.
• Lead the development of annual budgets, long-range strategic plans, and monthly forecasts for the Sales and Marketing functions. This includes detailed headcount planning, departmental operating expense analysis, and return on investment analysis of marketing program spend.
• Partner with Revenue Operations to design, model, and manage the annual sales quota setting process. Analyze historical performance and market potential to ensure quotas are ambitious yet achievable.
• Collaborate with the FP&A team on creating and maintaining the consolidated company financial model.
• Develop and maintain scalable processes to enhance visibility into financial forecasts and performance, collaborating with teams across the business to maximize predictability.
• Drive special projects and conduct ad-hoc analyses to support decision making, including new products, marketing program spend, and other growth initiatives.
• Prepare presentations and analysis for senior Finance leadership and Appian’s executive team.
• Participate in special projects and initiatives as required.

Qualifications

• 10+ years of progressive FP&A within the enterprise software industry, ideally across both high-growth SaaS companies and larger public companies.
• Expertise in partnering with Sales and Marketing leadership on performance management, quota setting, and compensation design, with a strong understanding of SaaS go-to-market models.
• Excellent analytical, problem-solving, and organizational skills.
• Strong communication and interpersonal skills, with the ability to effectively interact with all levels of the organization and external stakeholders.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Expertise in leveraging Anaplan for advanced financial modeling and scenario planning.
• Exceptional modeling and analytical skills, with fluency in planning tools like Excel, Power BI, and Tableau.
• High comfort level operating in dynamic, ambiguous environments with a bias toward execution and results.
• Bachelor’s degree in Finance, Economics, Accounting, or related discipline.

Tools and Resources

• Training and Development: Onboarding focuses on equipping new hires with the skills and knowledge for success through department-specific training, mentorship, and programs like the First-Friend.
• Growth Opportunities: A range of development opportunities including leadership programs, Appian University training, skills-based training, and tuition reimbursement.
• Community: Appian fosters inclusivity through employee-led affinity groups to build networks and support initiatives.

About Appian

Appian is a software company that automates business processes. The Appian AI-Powered Process Platform includes everything you need to design, automate, and optimize even the most complex processes, from start to finish. The world's most innovative organizations trust Appian to improve their workflows, unify data, and optimize operations—resulting in better growth and superior customer experiences. For more information, visit appian.com. (Nasdaq: APPN)

Appian is an equal opportunity employer that strives to attract and retain the best talent. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state, or local law.

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