Manager, Financial Planning and Analysis – Fintech/SaaS

Emburse

Manager of Financial Planning and Analysis at Emburse, focused on revenue forecasting and GTM expense management. Collaborating with leadership to drive financial insights and decision-making.

Posted 7/8/2026full-timeBoston • Massachusetts • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Expertise in financial modeling and analysis within a B2B SaaS environment, with a strong focus on GTM metrics and the ability to translate complex data into actionable insights for leadership. Proven leadership skills in managing teams and driving strategic financial planning and operational reviews.

Highest-signal resume keywords

Revenue Forecast ModelingGTM Financial ReviewsSaaS GTM MetricsCRM Utilization (Salesforce, NetSuite)Leadership in Financial Planning

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial ModelingVariance AnalysisBudget PlanningPipeline AnalysisRevenue Metrics (ARR, NRR, CAC, LTV)Data AnalysisProcess Efficiency with AI

Soft Skills

Excellent CommunicationOrganizational SkillsTeam Leadership

Tools & Technologies

SalesforceNetSuiteAI Tools (Claude, ChatGPT, Gemini)

Certifications & Qualifications

Bachelor's Degree in Finance

Industry Keywords

B2B SaaSGTM StrategyFinancial AcumenOperational Reviews

About the role

Key responsibilities & impact

Own the Emburse revenue forecast, partnering with Sales leadership to build bottoms-up pipeline-driven models
Develop and maintain driver-based GTM expense models for Sales and Marketing, including headcount planning, marketing program spend, and quota capacity analysis
Lead monthly and quarterly GTM financial reviews, providing variance analysis that connects spend to pipeline and revenue outcomes with clear narrative context
Support the annual budget and strategic planning cycles for all GTM functions
Support pricing and packaging analysis, including assessment of transactional product economics and customer adoption trends
Serve as the primary finance partner to Sales and Marketing leadership, building trusted relationships and embedding finance into GTM planning and operational reviews
Proactively identify financial risks and opportunities within the GTM motion and bring forward actionable recommendations
Translate complex financial analysis into executive-ready narratives for ELT and board-level consumption

Requirements

What you’ll need

Bachelors Degree in Finance OR equivalent proven work experience
5+ years of related experience with meaningful exposure to GTM in B2B SaaS environment
2+ years of experience in a leadership role
Demonstrated ability to build revenue and bookings forecast models with pipeline-based drivers
Strong grasp of SaaS GTM metrics such as ARR, NRR, CAC, LTV, Pipeline coverage, etc.
Experience in utilization of CRM and billing system data (e.g., Salesforce, NetSuite)
Ability to leverage AI (Claude, ChatGPT, Gemini) to create process efficiencies
Ability to successfully accomplish team goals as a people leader
Excellent communication skills, both written and oral
Strong organizational skills and ability to manage multiple priority projects simultaneously
Financial acumen combined with strong analytical skills

Benefits

Comp & perks

Competitive pay
Flexible work
Inclusive, collaborative environment that supports your success