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Financial Planning and Analysis Manager
RouteThis. Budget and Forecasting - Help drive annual budgeting process and quarterly forecast updates including preparation, review and analysis, assigning department specific budgets and tracking monthly / quarterly / annual budget versus actual results.
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Budget and Forecasting - Help drive annual budgeting process and quarterly forecast updates including preparation, review and analysis, assigning department specific budgets and tracking monthly / quarterly / annual budget versus actual results.
- ARR Reporting - Manage company’s ARR reporting, and work with Revenue teams to understand the implications and treatment of ARR within RouteThis.
- Revenue Forecasting and Targets - Develop robust revenue forecasting methodology in partnership with GTM leaders across Sales, Marketing, Customer Success and Product.
- Business Partnership - Develop relationship with Functional Leaders acting as the key finance business partner assisting them in building out their models, evaluating investment cases and leading monthly review of their budgets.
- SaaS Metrics Reporting - Create and manage SaaS KPI metric report card including developing targets based on industry benchmarks and ensuring efficient and accurate reporting of actual results in a timely manner.
- Investor and Board of Director Reporting - Assist in developing and preparing monthly / quarterly reporting for Investors and RouteThis’ Board, including high quality commentary.
- Variable Compensation Administration - Calculate performance against Company approved variable compensation plans ensuring accurate and timely payment of commission and other variable compensation.
- Ad-Hoc Projects as they come up
Requirements
What you’ll need- 5+ years of progressive experience in Financial Planning and Analysis (FP&A), preferably within a high-growth SaaS or technology company.
- Proven experience managing the annual budget, quarterly forecasting, and long-range planning processes.
- Strong understanding of key SaaS metrics (ARR, Churn, LTV, CAC, etc.) and how to report and interpret them.
- Expertise in financial modeling, investment case evaluation, and variance analysis (budget vs. actual).
- Advanced proficiency in financial systems and tools (e.g., Netsuite, Salesforce, ERP systems, planning software, Excel/Google Sheets). Snowflake experience is a plus.
- Exceptional communication and interpersonal skills, with the ability to effectively partner with and present financial information to senior functional leaders and the executive team.
- Bachelor's degree in Finance, Accounting, Economics, or a related field. CPA, CMA, or MBA is a strong asset.
- Experience with investor relations or Board of Director reporting is highly desirable.
Benefits
Comp & perks- Benefits through Manulife - Medical, Dental, Life Insurance
- Employee Assistance Program
- Equity- Stock Options
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Financial Planning and AnalysisBudgetingForecastingFinancial ModelingVariance AnalysisSaaS MetricsARR ReportingInvestment Case EvaluationKPI ReportingRevenue Forecasting
Soft Skills
CommunicationInterpersonal SkillsBusiness PartnershipRelationship BuildingPresentation SkillsAnalytical ThinkingCollaborationProblem SolvingAttention to DetailLeadership
Certifications
CPACMAMBA