PerformYard

Financial Planning and Analysis Manager

PerformYard

full-time

Posted on:

Location Type: Remote

Location: Virginia • United States

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About the role

  • Agile Forecasting & Planning: Lead the annual budgeting process and maintain a rolling 18-month forecast that adapts to shifting market conditions and internal pivots.
  • Partner with the CEO, VP of Finance, and Operations leadership to deliver accurate forecasts and actionable insights
  • Prepare monthly and quarterly financial reporting packages, including variance analysis vs. budget and prior periods
  • Develop and maintain operating models, scenario analyses, and sensitivity modeling to support strategic decision-making
  • Own the reporting and analysis of mission-critical KPIS (ARR, Retention, LTV, CAC, etc.) and communicate trends to leadership
  • Establish and refine budget and operating benchmarks to support performance
  • Board & Investor Relations: Prepare high-impact reporting packages for Board meetings and investor updates, providing clear narratives around variance and growth trajectories.
  • Cash Flow Optimization: Manage sophisticated cash flow modeling to ensure capital efficiency as we scale toward $50M+ AR
  • Act as Act as a "Internal Consultant" to Department Heads (Sales, Marketing, Product, Customer Success), helping them understand the financial implications of their key initiatives, headcount and spend decisions.
  • Identify opportunities to improve financial processes, reporting efficiency, and data accuracy
  • Collaborate with accounting, external CPAs, and auditors as needed to ensure alignment between reporting and planning.

Requirements

  • Bachelor's degree in accounting, finance, or related field required.
  • 5-8+ years of experience in FP&A, finance, or strategic finance roles, ideally within a PE or venture-backed SaaS environment
  • Strong understanding of SaaS business models, metrics, and revenue dynamics
  • Advanced financial modeling and forecasting skills with the ability to build models from scratch
  • CRM/BI: Strong familiarity with Salesforce data structures and BI tools
  • Solid understanding of financial statements, cash flow, and how planning ties to actuals
  • Strategic Mindset: Ability to see "beyond the spreadsheet" to understand the operational levers that drive SaaS value creation.
  • Strong presentation and communication skills for leadership and planning discussions
  • High attention to detail, strong analytical mindset, and comfort working in a fast-paced, scaling organization
  • Advanced proficiency in Microsoft Excel and the broader Office suite
  • Experience analyzing M&A transactions a plus.
Benefits
  • In addition to your compensation plan we also have medical, dental, and vision health insurance benefits w/ HSA plan
  • disability insurance
  • 401k plan
  • generous PTO
  • paid holidays and other benefits.
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial modelingforecastingvariance analysissensitivity modelingcash flow modelingSaaS business modelsfinancial statementsdata accuracyM&A analysisbudgeting
Soft Skills
strategic mindsetpresentation skillscommunication skillsanalytical mindsetattention to detailcollaborationinternal consultingleadershipproblem-solvingadaptability
Certifications
Bachelor's degree in accountingBachelor's degree in financeBachelor's degree in related field