Senior Manager FP&A

Codex; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Codex, a fast-growing SaaS company, seeks an experienced FP&A professional to own budgeting, forecasting and financial modeling from day one. You will integrate with the accounting close and provide strategic analysis to inform executive decisions.

You will also lead board reporting, dashboards, and variance analysis, partnering with Marketing, Product, Operations and Customer Success to drive business performance and optimize investments.

Qualifications

• Bachelor's degree in finance, accounting, economics or related field.
• MBA, CPA, CFA, or equivalent credential is a plus.
• 8+ years in FP&A, corporate finance, or strategic finance.
• Experience building and operating end-to-end budgets and forecasts.

Responsibilities

• Lead the annual budget and quarterly reforecast processes end-to-end.
• Build and maintain the company\'s integrated SaaS financial model: bookings, billings, ASC 606 recognized revenue, deferred revenue waterfall, expenses, cash flow, headcount, and SaaS KPIs.
• Flex into the accounting team to support month-end close.
• Produce monthly board reporting, executive dashboards, and variance analysis with clear narrative around the numbers.
• Partner with leaders across Marketing, Product, Operations, and Customer Success to set targets, review performance, and inform investment decisions.
• Drive ad-hoc strategic analysis: pricing, unit economics, customer cohorts, channel ROI, and scenario planning.
• Implement, and own the FP&A tech stack including Vena.
• Use AI tools (Claude is our daily driver) to accelerate analysis, automate reporting, and pressure-test models.
• Translate complex financial analysis into clear, actionable recommendations for the executive team and board

Skills

Independent contributor

Executive reporting

SaaS metrics

Financial modeling

Variance analysis

Education

Bachelor's degree in finance/accounting/economics

MBA/CPA/CFA or equivalent

Tools

SQL

Snowflake

BigQuery

Redshift

Databricks

NetSuite

Vena

Excel/Sheets

Job description

My Client is a fast growing SaaS company that recently implemented Vena. looking for a hands-on, individual-contributor role. You own your work and don't have to worry about delegating it. This role needs someone with the seniority to operate independently from day one, the discipline to bring their own structure. You will also flex into the accounting team during month-end close - not running close, but supporting it where an extra senior pair of hands and a analytical eye shorten the cycle and tighten the numbers.

Responsibilities

• Lead the annual budget and quarterly reforecast processes end-to-end
• Build and maintain the company's integrated SaaS financial model: bookings, billings, ASC 606 recognized revenue, deferred revenue waterfall, expenses, cash flow, headcount, and SaaS KPIs
• Flex into the accounting team to support month-end close.
• Produce monthly board reporting, executive dashboards, and variance analysis with clear narrative around the numbers
• Partner with leaders across Marketing, Product, Operations, and Customer Success to set targets, review performance, and inform investment decisions
• Drive ad-hoc strategic analysis: pricing, unit economics, customer cohorts, channel ROI, and scenario planning
• Implement, and own the FP&A tech stack including Vena.
• Use AI tools (Claude is our daily driver) to accelerate analysis, automate reporting, and pressure-test models. AI-forward company and we expect- borderline demand - that you actively use AI to leverage and optimize your work
• Translate complex financial analysis into clear, actionable recommendations for the executive team and board

Requirements

• 8+ years of FP&A, corporate finance, or strategic finance experience. Time at a senior individual contributor or manager level is required.
• Proven ability to operate independently and stand up processes from scratch.
• Strong working knowledge of ASC 606 revenue recognition: how to model recognized vs. billed revenue, deferred revenue, and the bookings-to-revenue bridge
• Comfort working inside a month-end close cycle: reviewing JEs and accruals for reasonableness, running flux and variance analysis, and partnering with accounting to tighten the cycle.
• Fluency in core SaaS metrics and how they connect to the P&L and cash
• Expert-level financial modeling in Excel or Google Sheets, including three-statement and operating models
• SQL fluency and experience working out of a cloud data warehouse (Snowflake preferred; BigQuery, Redshift, or Databricks also relevant). You will be one of the first finance users of our Snowflake environment and should be comfortable pulling your own data
• Experience producing board-ready reporting and presenting to executive audiences with clarity and confidence
• Comfort with NetSuite (or a similar ERP) as a system of record. You will pull GL data from it and partner with accounting inside it during close
• Exposure to FP&A planning tools such as Vena.
• Bachelor's degree in finance, accounting, economics, or a related field. MBA, CPA, CFA, or equivalent credential is a plus