Power Factors

Senior Manager, Financial Planning & Analysis

Power Factors

full-time

Posted on:

Location Type: Hybrid

Location: Boston • Massachusetts • United States

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Job Level

Senior

Tech Stack

Python

About the role

  • Own the company-wide budgeting, forecasting, and long-range planning excel model, ensuring accuracy, speed, and cross-functional alignment.
  • Build and maintain complex driver-based financial models for SaaS ARR/MRR, Professional Services utilization, and Hardware COGS/margin views.
  • Partner with senior leadership to prepare executive-ready reporting, board materials, narrative packages, and scenario analyses.
  • Own advanced financial modeling in Excel, including multi-scenario forecasting, dynamic cost allocation models, and statistical forecasting techniques.
  • Use Python in Excel or standalone Python workflows to automate data cleanup, forecasting, variance analysis, and scenario planning—leveraging emerging FP&A best practices.
  • Implement AI-enabled financial processes (e.g., generative insights, automated forecast updates, anomaly detection) aligned with modern FP&A transformation trends.
  • Evaluate and implement new BI, data automation, and reporting tools to scale the finance function.
  • Deliver monthly and quarterly reporting packages, variance analyses, and KPI dashboards.
  • Improve financial discipline by identifying risks/opportunities early and supporting mitigation or investment recommendations.
  • Enhance forecast accuracy through automation, data integrity improvements, and AIassisted forecasting approaches.
  • Own the preparation and review of debt covenant calculations, including leverage ratios, fixedcharge coverage, liquidity, and other financial maintenance covenants as defined in credit agreements.
  • Partner with Controllership and external advisors to ensure accurate covenant compliance reporting tied to GAAP results and permitted adjustments.
  • Maintain detailed covenant calculation models and supporting schedules to facilitate internal review, lender requests, audits, and credit agreement amendments.
  • Support ongoing lender reporting requirements, including monthly/quarterly compliance certificates, cash flow reporting, and variance explanations versus forecast.
  • Assist with refinancing activities, credit agreement modifications, amendments, and incremental debt transactions by providing pro formas, leverage analyses, and sensitivity scenarios.

Requirements

  • 7–10+ years of progressive FP&A, or investment banking experience, ideally across SaaS, Professional Services, and Hardware business models.
  • Expert-level Excel modeling skills (dynamic models, statistical forecasting, complex data structures).
  • Strong financial storytelling abilities—synthesizing complex operational data into decision-ready insights.
  • Ability to thrive in fast-paced environments with ambiguous inputs and evolving priorities.
  • Exceptional communication skills with executive stakeholders.
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial modelingExcelPythondata automationforecastingvariance analysisKPI dashboardsdebt covenant calculationsstatistical forecastingdynamic cost allocation
Soft Skills
financial storytellingcommunicationcross-functional alignmentrisk identificationdecision-makingadaptabilitycollaborationproblem-solvinganalytical thinkingexecutive engagement