Corporate FP&A Manager

HighLevel

Corporate FP&A Manager at HighLevel overseeing financial reporting and investor communications. Driving budgeting, forecasting, and financial analysis for high-growth SaaS environment.

Posted 6/29/2026full-timeRemote • 🇺🇸 United StatesSeniorLeadWebsite

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Own the monthly budget-vs-actuals (BvA) process end to end, building out BvA and forecast reporting, and partnering with owners on variances and changes to key metrics
Support pre-IPO readiness, ensuring the accuracy, discipline, and rigor of corporate reporting meets the expectations of public-company stakeholders
Consolidate the Board deck materials, maintaining a consistent financial narrative and helping shape the company story
Produce business-unit reporting packages and ad-hoc analyses for leadership
Maintain and improve the consolidated forecast - rolling forecasts across the P&L, balance sheet, cash flow, including cash landing and capex projections
Maintain corporate forecast assumptions (merit, benefits, FX, tax rates, etc.) and build scenario and sensitivity analyses that inform strategic and resource-allocation decisions
Coordinate the finance calendar and executive review cadence
Partner with the finance systems team to enhance the corporate model, FP&A tooling (Abacum), dashboards, and playbook - applying AI and automation to recurring work

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, Economics, or a related field (CPA or MBA a plus)
8+ years of progressive experience in FP&A, strategic finance, investment banking, or private equity, ideally within a high-growth SaaS business
Strong understanding of GAAP and non-GAAP metrics for software companies, and the SaaS KPI set (ARR, GRR, NRR, CAC, LTV)
Proven experience building and maintaining consolidated P&L, balance sheet, and cash flow forecasts
Detail-oriented with exceptional analytical and modeling skills; comfortable with large data sets and complex models
Experience preparing materials for executive, Board, or investor audiences
Strong written and verbal communication skills with the ability to translate complex financial analysis into clear insights and partner effectively with cross-functional teams, including Accounting, People, and Strategic Finance, to drive alignment on financial performance and business priorities.
Advanced proficiency in Excel / Google Sheets with experience building complex financial models; experience with FP&A platforms (Abacum, Pigment, Anaplan, Adaptive Insights) and BI tools (Tableau, Looker) preferred.
Public-company experience or pre-IPO readiness exposure a plus
Strong business judgment, intellectual curiosity, and the ability to thrive in a fast-paced, high-accountability environment
Demonstrated ability to improve FP&A processes through automation, reporting enhancements, and scalable financial planning practices.

Benefits

Comp & perks

Health insurance
Paid time off
Flexible work arrangements
Professional development opportunities

ATS Keywords

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Hard Skills & Tools

Financial ModelingBudgetingVariance AnalysisScenario AnalysisData Analysis

Soft Skills

Detail-OrientedAnalytical SkillsCommunication SkillsCross-Functional CollaborationBusiness Judgment

Certifications

Bachelor’s Degree in FinanceCPAMBA