Senior Manager of Financial Planning & Analysis

ZEDEDA Inc; San Jose (CA); On-site; USD 150,000 - 210,000; Full time

Job summary

ZEDEDA Inc in San Jose, CA is seeking a Senior Manager of Financial Planning & Analysis to lead the FP&A function, shaping budgeting, forecasting, and long-range planning for a fast-growing SaaS edge computing company.

You will build advanced financial models, drive performance reporting, partner with cross-functional teams, and guide strategic decisions with AI-enabled forecasting, KPI tracking, and SaaS analytics. You will also oversee leadership of the FP&A team and contribute to M&A planning.

Qualifications

• 7+ years in FP&A with at least 2 years in a leadership role.
• Bachelor's degree in Finance, Accounting, Economics, or related field.
• AI-enabled forecasting experience using tools like Claude.
• Advanced financial modeling, forecasting, and data analysis.
• Expert Excel skills; experience with NetSuite or similar FP&A systems.
• Strategic mindset with ability to drive growth and profitability.
• Excellent communication and presentation skills for non-financial stakeholders.
• Proven leadership, mentorship, and cross-functional collaboration.

Responsibilities

• Lead annual budgeting, forecasting, and long-range financial planning.
• Develop and maintain sophisticated financial models for key decisions.
• Provide insightful analysis to executive leadership and board.
• Partner with department heads to define KPIs and enable data-driven decisions.
• Own SaaS metrics including ARR, MRR, CAC, and LTV analytics.
• Conduct scenario planning and risk analyses with actionable recommendations.
• Drive process optimization and automation across FP&A, including AI adoption.
• Support M&A activities and fundraising with financial projections.

Skills

Strategic planning

Financial modeling

Forecasting

Data analysis

Excel proficiency

Leadership

Communication

Adaptability

AI-enabled forecasting

M&A knowledge

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Tools

NetSuite

Job description

Senior Manager of Financial Planning & Analysis

ZEDEDA Inc San Jose, California, United States

About this position

About ZEDEDA ZEDEDA unlocks the value of AI where it matters most, enabling enterprises to create, secure and operate edge AI at scale. ZEDEDA’s Edge Intelligence products and solutions are used by global distributed enterprises to rapidly realize and deploy autonomous intelligence wherever they operate, turning real-time data into real and tangible business outcomes and decisions. Trusted by the world’s largest organizations, ZEDEDA is backed by world-class investors, with teams in the United States, Germany, India, and the United Arab Emirates. For more information, visit www.ZEDEDA.ai .

Key Responsibilities

• Strategic Planning & Analysis: Lead the annual budgeting, forecasting, and long-range financial planning processes, and provide strategic analysis and recommendations that drive business growth and operational efficiency.
• Financial Modeling & Forecasting: Develop and maintain sophisticated financial models to evaluate and support key business decisions, including product launches, pricing strategies, margin analysis, and go-to-market initiatives. Use AI tools to accelerate forecasting, scenario analysis, and modeling.
• Performance Reporting: Support the preparation of monthly, quarterly, and annual financial reports, highlighting key trends, variances, and opportunities, and present findings to the executive team and board.
• Business Partnering: Collaborate with department heads and cross-functional teams to provide financial insights, establish KPIs, and support data-driven decision-making.
• SaaS Metrics & Revenue Analytics: Own and track SaaS-specific KPIs including ARR, MRR, net revenue retention, CAC, and customer lifetime value. Analyze revenue trends, customer acquisition costs, and operating expenses to identify opportunities for cost optimization and revenue growth.
• Scenario Planning & Risk Management: Conduct scenario and sensitivity analyses to assess potential risks and opportunities, and provide actionable recommendations.
• Process Optimization & Automation: Implement and enhance financial processes, systems, and tools to improve accuracy, efficiency, and scalability, championing automation and AI across the FP&A function.
• M&A & Fundraising Support: Play a key role in supporting potential M&A activities and future fundraising efforts, including due diligence and financial projections.

Qualifications

• Experience: 7+ years of progressive experience in FP&A, with at least 2 years in a leadership role. Prior experience in a high-growth SaaS or technology company strongly preferred.
• Education: Bachelor's degree in Finance, Accounting, Economics, or a related field.
• AI-Enabled Forecasting (Required): Must be able to use AI (e.g., Claude) for forecasting, financial modeling, and scenario analysis, and be comfortable adopting AI tools to improve speed, accuracy, and productivity across the finance function.
• Technical Skills: Expertise in financial modeling, forecasting, and data analysis. Advanced proficiency in Excel and experience with financial planning systems (e.g. NetSuite).
• Strategic Mindset: Strong business acumen with the ability to think strategically and deliver actionable insights that drive growth and profitability.
• Communication: Exceptional communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders.
• Leadership: Proven ability to lead and mentor a team, driving performance and fostering a culture of excellence.
• Adaptability: Thrives in a fast-paced, dynamic environment with the ability to manage multiple priorities and meet tight deadlines.