Manager, Financial Planning and Analysis

Benevity

Manager of Financial Planning and Analysis at Benevity supporting strategic decision-making and delivering financial insights to senior leadership. Driving automation of financial operations and mentoring the FP&A team.

Posted 4/27/2026full-timeRemote • 🇺🇸 United StatesSeniorLeadWebsite

Tech Stack

Tools & technologies

PythonSQLTableau

About the role

Key responsibilities & impact

Lead annual budgeting and forecasting processes in partnership with senior business leaders
Prepare monthly, quarterly, and annual financial reports and variance analyses for executive leadership
Spearhead the automation of our financial operations, leveraging AI and modern development tools to transition the team from manual Excel spreadsheets to highly scalable, automated workflows
Develop and maintain financial models for scenario planning, sensitivity analysis, and long-term forecasts
Provide financial support on strategic initiatives, investments, and operational improvements
Identify and drive continuous improvements in financial processes, systems, and reporting workflows
Collaborate with Accounting and other Finance teams to ensure accurate and timely reporting in line with accounting standards
Monitor and report on financial and operational KPIs, offering insights to drive performance
Support ad hoc analyses, M&A, due diligence, and special projects as needed
Manage and mentor a team of FP&A professionals, fostering growth and development

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, Business, or a related field; MBA or advanced degree preferred
CPA, CFA, or equivalent professional designation; knowledge of US GAAP is a plus
Proven technical development and AI competencies (e.g., Python, SQL, AI/ML tools), with a strong track record of modernizing finance operations and reducing spreadsheet reliance
7+ years of experience in FP&A, Corporate Finance, or related roles; experience in SaaS or tech is an asset
Strong financial modeling, forecasting, and analytical skills
Advanced Excel skills and 3+ years’ experience with financial planning tools (e.g., Adaptive Insights, Anaplan)
Experience with Netsuite or similar accounting software
Detail-oriented, data-driven, and comfortable challenging the status quo
Able to manage competing priorities and thrive in a fast-paced, high-growth environment
Strong communication and collaboration skills, with the ability to influence cross-functional stakeholders
Familiarity with business intelligence tools (e.g., Tableau) is a plus

Benefits

Comp & perks

Innovative work
Growth opportunities
Caring co-workers
Flexibility in work arrangements

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingforecastinganalytical skillsPythonSQLAI/ML toolsadvanced Excelfinancial planning toolsNetsuiteautomation

Soft Skills

detail-orienteddata-drivencommunication skillscollaboration skillsinfluencing skillsmentoringmanaging competing prioritiesadaptabilityproblem-solvingleadership

Certifications

Bachelor’s degree in FinanceBachelor’s degree in AccountingBachelor’s degree in BusinessMBACPACFAadvanced degree