Sr. FP&A Manager, Customer Success

Anaplan; San Ramon (CA); Hybrid; USD 147,000 - 198,000; Full time

Job summary

Anaplan is seeking a Sr. FP&A Manager to shape financial strategy in our San Ramon office. This pivotal role involves collaborating with senior leadership and driving excellence in financial planning and analysis.

With over 8 years in FP&A within a SaaS environment, you will manage forecasting and reporting, ensuring strategic alignment across teams. You will lead the adoption of AI tools and implement scalable financial processes, enhancing operational excellence while supporting customer success.

The position offers a competitive salary ranging from $147,000 to $198,000, reflecting your expertise and the value you bring to our dynamic team.

Qualifications

• 8+ years of FP&A or business finance experience in a high-growth, global SaaS environment.
• Proven track record influencing senior leadership decisions.
• Expertise in building scalable financial models.

Responsibilities

• Advise senior leadership on business activities and strategic decisions.
• Own top-line renewals forecast and deliver executive summaries.
• Lead P&L process for GTM functions focusing on revenue drivers.

Skills

Financial planning

Data analysis

Cross-functional collaboration

Influencing decisions

Communication skills

Tools

Anaplan

Excel

Job description

At Anaplan, we are a team of innovators focused on optimizing business decision-making through our leading AI‑infused scenario planning and analysis platform so our customers can outpace their competition and the market.

As the Sr. FP&A Manager and a leader in the Go‑To‑Market Finance Team on a hybrid schedule in our San Francisco or San Ramon office, you will play a pivotal role in shaping Anaplan's financial strategy and driving excellence in financial planning and analysis. You will work in close partnership with the Chief Customer Officer (CCO) and her Customer Success team, including the Operations Team, collaborating with senior Customer Success leaders and influencing strategic decision‑making through accurate forecasting, insightful analysis, and trusted business partnership.

Be part of a dynamic team that is driving financial excellence and strategic investment optimization at the highest levels of the organization. You will have the unique opportunity to work directly with cutting‑edge financial planning tools while supporting the customer success organization that is shaping the future of connected planning.

Your Impact

• Become a trusted advisor to senior leadership, influencing weekly business activities and strategic decision‑making.
• Own the top‑line renewals forecast, delivering key insights and executive‑level summaries on critical metrics (Bookings, Billings, ARR, GRR).
• Lead the P&L process and strategic analysis for GTM functions, focusing on revenue drivers, resource allocation, and expense management.
• Drive improvements in management reporting by partnering with Operations to more accurately track operating and financial results.
• Champion the adoption of AI tools in day‑to‑day operations to drive predictive analytics and automate financial reporting.
• Lead the development and implementation of highly scalable financial processes and models to support enterprise growth and operational excellence.
• Distill and synthesize complex issues, communicating key messages and actionable recommendations to the leadership team.
• Direct headcount and operating expense strategy for Customer Success, partnering with Recruiting and department leaders to align with budget.
• Partner with corporate FP&A on the long‑range planning model, ensuring cross‑functional alignment and clear communication of key drivers.

Your Qualifications

• 8+ years of progressive FP&A or business finance experience in a high‑growth, global SaaS environment.
• Proven track record of effective business partnership and influencing decisions at the senior leadership level.
• Exceptional ability to work cross‑functionally and drive alignment in a fast‑paced, constantly evolving setting.
• Superior communication, analytical, and problem‑solving skills with an ability to distill complex information into a clear narrative.
• Expertise in building complex, automated, and scalable financial models to support executive‑level reviews and strategic decisions.
• Experience with enterprise financial planning tools, particularly Anaplan, is highly desirable.

Base Salary Range: $147,000 USD - $198,000 USD

Our Commitment to Diversity, Equity, Inclusion and Belonging (DEIB)

We believe attracting and retaining the best talent and fostering an inclusive culture strengthens our business. DEIB improves our workforce, enhances trust with our partners and customers, and drives business success. Build your career in a place where diversity, equity, inclusion and belonging aren’t just words on paper – this is what drives our innovation, it’s how we connect, and it contributes to what makes us a market leader. We believe in a hiring and working environment where all people are respected and valued, regardless of gender identity or expression, sexual orientation, religion, ethnicity, age, neurodiversity, disability status, citizenship, or any other aspect which makes people unique. We hire you for who you are, and we want you to bring your authentic self to work every day!

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive equitable benefits and all privileges of employment. Please contact us to request accommodation.