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Manager, Financial Planning & Analysis
ABC FitnessManager of Financial Planning & Analysis at ABC Fitness responsible for enterprise-wide financial reporting and planning. Leading financial systems management and delivering insights for executive leadership and the Board.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial consolidation, reporting, and planning within a SaaS environment, with a strong focus on data-driven decision-making and team leadership. Proficient in utilizing advanced financial tools and metrics to enhance executive visibility and strategic insights.
Highest-signal resume keywords
Financial ReportingFP&A ManagementSaaS Financial MetricsWorkday Adaptive PlanningTeam Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ConsolidationBudgetingForecastingData AnalysisPerformance Metrics
Soft Skills
Executive PresenceCommunicationMentoringAnalytical Excellence
Tools & Technologies
Workday Adaptive PlanningPower BITableauSQL
Certifications & Qualifications
MBACPA
Industry Keywords
SaaSPrivate EquityInvestor RelationsCapital Planning
Tech Stack
Tools & technologiesERPSQLTableau
About the role
Key responsibilities & impact- Lead the end-to-end process for enterprise financial consolidation across all business units and geographies, ensuring accuracy, timeliness, and consistency in results.
- Develop, maintain, and automate standardized management and operational reporting to support executive visibility, forecasting accuracy, and decision support.
- Drive continuous improvement of reporting processes and analytics to enhance insight generation and forecasting precision.
- Own preparation and delivery of all monthly, quarterly, and annual reporting packages for executive leadership, the CEO, and the Board of Directors.
- Develop clear, data-driven narratives and visuals that communicate company performance, key trends, and strategic initiatives.
- Oversee and continuously improve the budgeting, forecasting, and long-range planning processes across the enterprise.
- Establish and monitor key growth metrics, including SaaS performance indicators (ARR, churn, CAC, LTV, etc.), to support data-driven decision-making.
- Serve as a strategic finance partner to functional leaders, providing actionable insights and financial guidance to drive performance and accountability.
- Manage and mentor a high-performing FP&A team, fostering professional growth and promoting analytical excellence.
Requirements
What you’ll need- Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
- 7+ years of progressive FP&A experience, ideally within a SaaS or technology-based organization.
- Proven expertise in financial reporting, consolidation, and planning, including experience preparing materials for executive leadership and Boards of Directors.
- Advanced experience with Workday Adaptive Planning (or similar tools) and strong understanding of ERP and data integrations.
- Deep knowledge of SaaS financial metrics, business models, and unit economics.
- Demonstrated success managing and developing teams in a fast-paced, private equity–backed environment.
- Experience supporting investor relations, capital planning, or strategic finance initiatives is nice to have.
- Exposure to automation and analytics tools (Power BI, Tableau, SQL) for enhanced reporting is nice to have.
- Strong executive presence and ability to communicate complex financial insights clearly and persuasively.
Benefits
Comp & perks- Purpose led company with a Values focused culture – Best Life, One Team, Growth Mindset
- Time Off – with our open PTO policy, we offer flexibility in how and when you take PTO!
- Days of Disconnect – once a quarter, we take a collective breather and enjoy a day off together around the globe.
- Parental & Pawternity Leave – we offer leave for when your family grows by two feet or four paws!
- Best Life Perk – we are committed to meeting you wherever you are in your fitness journey with a quarterly reimbursement
- Medical/Dental/Vision coverage
- EAP – we get you help when you need it. Period.
- Premium Calm App – enjoy tranquility with a Calm App subscription for you and up to 4 dependents over the age of 16
- And more! – so many benefits we couldn’t even fit them all here!