Sr. Manager Financial Planning & Analysis

Foundation Software; Strongsville (OH); On-site; USD 130,000 - 190,000; Full time

Benefits offered by this job

Manicures & pedicures in office

Massages in-office

Laundry service

Catered lunches Wednesdays

Monthly car washes

Monthly happy hour

Job summary

Foundation Software is seeking a Sr. Manager, Financial Planning & Analysis (FP&A) to lead monthly reporting, forecasting, and strategic analysis for executive leadership and the Board.

You will drive KPI reporting, revenue forecasting, and budgeting, partnering with Sales, Marketing, Product, Engineering, and G&A to optimize growth and cash flow. The role requires 8-10+ years in FP&A or corporate finance, strong SaaS metric expertise, and advanced modeling with tools like Workday Adaptive

Qualifications

• 8-10+ years of progressive FP&A or corporate finance experience.
• Experience with Software/SaaS business models and metrics.
• Experience preparing materials for Boards and executives.

Responsibilities

• Lead monthly financial reporting packages for Board and executives.
• Deliver variance analysis, KPI reporting, and forward-looking insights.
• Own monthly/quarterly forecasting for revenue, headcount, Opex.
• Support annual budgeting and long-range planning.
• Partner with Sales, Marketing, Product, Engineering, and G&A.
• Provide ad hoc analytics for strategic initiatives and M&A.
• Enhance financial models, dashboards, and tools.
• Drive FP&A process improvements and mentor junior staff.
• All other duties as assigned.

Skills

Financial modeling

FP&A leadership

Board materials

SaaS metrics

Variance analysis

Forecasting

Excel

Analytical thinking

Education

Bachelor's degree in finance/Accounting/Economics

MBA or CPA (plus)

Tools

Workday Adaptive Planning

Job description

Position Summary

As the Sr. Manager, Financial Planning & Analysis (FP&A), you will report directly to the Head of FP&A and serve as a key finance leader responsible for delivering timely, accurate, and decision-ready financial insights to executive leadership and the Board of Directors. You will play a central role in monthly reporting, forecasting, annual planning, and strategic analysis as the business continues to scale.

What is great about working for Foundation?

Plenty! We have a fun, casual, yet hard-working culture that invests in our employees, promotes creativity, and delivers on our reputation. Would you like to work for a company that offers manicures and pedicures in the office? We do! How about massages, laundry service, monthly car washes, catered lunches Wednesdays and a monthly happy hour - we offer all this and more!

Essential Functions and Responsibilities

• Lead the preparation and analysis of monthly financial reporting packages for the Board of Directors and executive leadership.
• Deliver clear variance analysis, KPI reporting, and forward-looking insights that support rapid decision-making aligned with PE ownership expectations.
• Own significant components of the monthly and quarterly forecasting process, including revenue, headcount, and operation expenses.
• Play a central role in the annual budgeting and long-range planning process, supporting growth, margin, and cash flow objectives.
• Function as a strategic finance partner to functional leaders across Sales, Marketing, Product, Engineering, and G&A
• Provide ad hoc financial analysis in support of strategic initiatives, M&A activity, and integration efforts.
• Enhance financial models, dashboards, and reporting tools to support scale and repeatability.
• Identify and drive process improvements across FP&A and cross-functional workflows.
• Mentor and develop junior FP&A team members, as applicable, and help evaluate overall team effectiveness.
• All other duties as assigned.

Required Skills and Experience

• Bachelor's degree in finance, Accounting, Economics, or related field (MBA and/or CPA is a plus)
• 8-10+ years of progressive FP&A or corporate finance experience
• Experience in Software/SaaS strongly preferred.
• Strong understanding of SaaS business models and metrics (ARR, MRR, churn, CAC, LTV, gross margin)
• Prior experience in a PE-backed or similarly high-performance environment is a strong plus.
• Experience preparing materials for Boards of Directors and senior executives.
• Advanced financial modeling and Excel skills
• Experience with Workday Adaptive Planning is a strong plus.
• Ability to manage multiple priorities, work with incomplete information, and deliver high-quality outputs on tight timelines.
• Clear, confident communicator with the ability to translate analysis into actionable recommendations.

Other employee rewards include tickets to Cleveland sporting events, a variety of lunch and learns, and various employee-appreciation events throughout the year. Benefits include paid vacation, paid holidays, 401(k) with match, and tuition reimbursement, plus medical, eye and dental. Now offering discounts on pet, home, and auto insurance through Liberty Mutual!

Foundation is constantly recognized as one of Northeast Ohio's top workplaces. We are a 21-time winner of the NorthCoast 99 award, a multi-year winner of The Plain Dealer's Top Workplaces award, and have been recognized multiple years on the Inc. 5000 list of fastest-growing private companies in the U.S.

Let us start your future at Foundation!

Foundation Software is an Equal Opportunity Employer.