This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Financial Planning & Analysis Manager based in the United States.

This is a strategic finance leadership opportunity for an experienced FP&A professional to support Engineering, Product, and Technical Operations within a growing SaaS technology environment. In this role, you will oversee financial planning, forecasting, and performance analysis across software development, cloud infrastructure, hosting, and AI-powered services. You will play a critical role in translating complex technical investments into actionable financial insights, helping optimize costs, improve product profitability, and guide strategic business decisions. Working closely with senior leadership and cross-functional teams, you will drive financial transparency and strengthen the organization's understanding of SaaS unit economics. You will also lead sophisticated financial modeling initiatives, including infrastructure investments, consumption-based AI costs, and product-level profitability assessments. This position offers the opportunity to combine advanced financial expertise, technology-driven analysis, and strategic business partnership in a dynamic, private-equity-owned organization.

Accountabilities:

• Engineering & R&D Financial Partnership: Serve as the primary finance partner to Engineering, Product, and Technical Operations leadership, translating technical roadmaps into financial plans, investment priorities, and strategic trade-offs.

• Lead budgeting and forecasting activities for R&D and Engineering, covering workforce planning, contractors, software tools, and vendor expenditures.

• Develop financial business cases and ROI analyses for build-versus-buy decisions, vendor optimization, infrastructure migrations, and strategic technology investments.

• Partner with Accounting on software capitalization assessments and monitor engineering efficiency indicators, including R&D spending as a percentage of revenue and cost per engineer.

• Cost of Sales & Hosting Cost Management: Establish and maintain financial forecasts that distinguish cost of sales from operating expenses, including hosting, third-party software, technical support, and professional services, in accordance with GAAP and internal policies.

• Own the financial modeling of cloud and hosting infrastructure across public cloud platforms, colocation facilities, and data centers, incorporating usage drivers, reserved capacity, and contractual commitments.

• Analyze infrastructure spending by service, product, and customer segment, collaborating with Engineering and FinOps teams to identify cost optimization opportunities.

• Support monthly financial close processes by coordinating infrastructure cost analysis and accruals with Accounting.

• Infrastructure Contracts & Capacity Planning: Model and evaluate infrastructure vendor agreements covering cloud services, content delivery networks (CDNs), colocation, networking, and hardware leases.

• Assess contractual commitments, tiered pricing structures, usage adjustments, overage exposure, renewals, and financial implications of vendor agreements.

• Develop capacity planning and infrastructure expansion models for new data center investments, evaluating capital expenditures, operating expenses, depreciation, lease accounting, and investment payback.

• Compare owned or colocated data center infrastructure with public cloud alternatives, assessing migration costs, transition periods, dual-running expenses, and long-term savings.

• AI & Consumption-Based Cost Modeling: Develop financial models for AI and platform consumption costs, including token-based pricing, input and output usage, model tiers, caching, GPU resources, computing capacity, and inference expenses.

• Build driver-based forecasts connecting customer adoption, usage patterns, and unit costs to overall technology spending.

• Assess the financial and gross margin implications of AI-powered product features to support pricing, packaging, and investment decisions.

• Establish and monitor unit-cost indicators, such as cost per token, transaction, active user, or customer tenant, and implement regular reporting processes.

• Product Margin & Cost Allocation: Develop and maintain product-level profit and loss statements (P&Ls) and gross margin analyses, combining SaaS subscription revenue with direct and allocated expenses.

• Design, document, and maintain cost allocation methodologies for shared expenses, including hosting, support, R&D, IT, and facilities, using appropriate allocation drivers such as headcount, usage, customer volume, and user populations.

• Ensure allocation methodologies support both financial forecasting and GAAP-compliant reporting.

• Calculate cost-to-serve metrics per user and customer, analyzing profitability across products, business segments, and customer cohorts.

• Provide financial insights to inform product investment decisions, pricing strategies, and potential product migration or discontinuation.

• Financial Planning, Reporting & Process Improvement: Manage annual budgeting and quarterly forecasting cycles, ensuring alignment with organizational objectives and strategic priorities.

• Ensure the accuracy, consistency, and integrity of financial reporting through advanced financial modeling, detailed data analysis, and effective controls.

• Prepare monthly, quarterly, and annual financial reports and executive presentations for the CFO and Board of Directors, highlighting engineering expenses, hosting costs, gross margins, and key financial performance indicators.

• Develop P&Ls, financial presentations, and quarterly business review (QBR) materials for Engineering and Product leadership, including detailed budget-versus-actual analysis and variance explanations.

• Identify financial risks, business opportunities, and performance trends, providing actionable recommendations to senior management.

• Drive automation and process improvements by developing data pipelines, dashboards, and reporting solutions connecting cloud billing, usage telemetry, and general ledger information.

• Support other FP&A managers through automation initiatives and improvements to recurring financial analyses.

• Collaborate with Accounting, Tax, Treasury, Procurement, and Legal to ensure financial compliance with GAAP and internal policies.

• Contribute to strategic discussions regarding infrastructure investments, technology platform strategy, and product profitability.

• Financial Planning System Support: Manage and maintain Oracle Planning and Budgeting Cloud Service (PBCS), including data integrations, model configuration, user permissions, and reporting templates.

• Partner with IT teams to troubleshoot system issues, optimize planning workflows, and improve system usability and reporting efficiency.

Requirements:

• Bachelor's degree in Finance, Accounting, Business Administration, or a related discipline, or equivalent professional experience.

• At least 7 years of corporate Financial Planning & Analysis (FP&A) experience, ideally supporting Engineering, Product, or Technical Operations within a SaaS or technology organization.

• Previous accounting experience is a strong advantage, particularly in financial reporting, cost classification, and GAAP compliance.

• Strong understanding of SaaS financial models and business economics, including gross margins, cost of sales, operating expenses, unit economics, and cost-to-serve analysis.

• Demonstrated experience modeling cloud infrastructure, hosting, and technology-related expenses, with familiarity with cloud pricing structures, usage-based billing, contractual commitments, and reserved capacity.

• Proven ability to develop sophisticated cost allocation models and product-level P&Ls, supported by a strong understanding of financial accounting principles.

• Knowledge of GAAP cost classification, including cost of sales versus operating expenses, capital expenditures versus operating expenses, depreciation, lease accounting, and software capitalization.

• Advanced Excel skills, including complex financial modeling, pivot tables, Power Query, Power Pivot, and dashboard development.

• Strong experience with Oracle financial planning solutions and SmartView, including hands-on administration of Oracle PBCS as a system owner and troubleshooting in collaboration with IT.

• Strong data analytics capabilities, with experience extracting, transforming, and analyzing large datasets, particularly cloud billing and technology usage information.

• Familiarity with SQL, Python, R, and business intelligence tools such as Power BI or Tableau for financial reporting and data visualization.

• Excellent communication and presentation skills, with the ability to explain financial concepts to technical stakeholders and translate technical information into meaningful financial insights for executives.

• Strong organizational and project management skills, with the ability to manage multiple priorities, meet demanding deadlines, and operate effectively in a fast-paced environment.

• Proven ability to collaborate across multidisciplinary teams and build strong relationships with senior stakeholders and business partners.

• Previous experience managing, mentoring, or developing team members is an advantage.

• Demonstrated commitment to diversity, inclusion, and creating a respectful and collaborative working environment, with appropriate attention to privacy and information security obligations.

Additional qualifications that would be advantageous:

• Advanced degree or professional certification, such as an MBA, CPA, or CMA.

• Experience leading workforce and headcount planning processes, including system uploads and financial reporting.

• Familiarity with maintaining constant-currency reporting through Excel and Oracle PBCS.

• Experience overseeing monthly vendor reporting and preparing entity-level financial forecasts to support tax and audit requirements.

• Experience consolidating financial inputs from multiple business partners into integrated forecasts.

• Previous involvement in user training, system enablement, and promoting self-service financial reporting and planning tools.

Benefits:

• Competitive annual base salary: $122,300–$195,700, depending on qualifications, professional experience, geographic location, and other job-related factors.

• Performance-based compensation: Potential eligibility for annual bonuses and additional role-specific or short-term incentive awards.

• Comprehensive benefits package: Access to a range of employee benefits, including healthcare and other wellness programs.

• Remote working flexibility: Fully remote position based in the United States.

• Professional development: Opportunities to strengthen expertise in SaaS financial strategy, cloud economics, AI cost modeling, and advanced financial planning.

• Strategic business exposure: Direct partnership with Engineering, Product, Technical Operations, and executive leadership.

• Technology-driven environment: Opportunity to work with advanced financial systems, automation tools, cloud infrastructure data, and business intelligence platforms.

• Career growth: Opportunity to influence financial strategy, improve organizational performance, and contribute to major technology and infrastructure investment decisions.

• Collaborative culture: Work within an environment that values innovation, continuous learning, diversity, inclusion, and professional development.