Candescent is a forward-thinking technology company transforming how financial institutions deliver Intelligent Banking experiences. We unite digital banking, account opening, and branch solutions that power and connect digital banking, account opening, and branch solutions—creating seamless engagement across digital, remote, and in-person channels.
Our Experience-Led, Intelligence-Driven approach combines human-centered design with data, automation, and cloud-based innovation. Built on an API-first architecture, our extensible ecosystem enables institutions to adapt quickly, integrate easily, and unlock new opportunities for growth—turning every customer interaction into a moment of clarity, confidence, and connection.
About the Role
Candescent is seeking a high-impact FP&A Manager to help drive financial performance, strategic decision-making, and operational accountability across the organization. Reporting to FP&A leadership, this role will serve as a trusted business partner to functional leaders and executive stakeholders, delivering actionable insights that improve forecasting accuracy, resource allocation, and business outcomes.
This individual will play a critical role in leading forecasting and planning processes, enhancing management reporting, driving financial rigor, and supporting our enterprise planning platform. The ideal candidate combines strong financial acumen with analytical rigor, systems expertise, and the ability to translate complex data into clear business recommendations. This is initially an individual-contributor role with significant cross-functional leadership responsibility and the potential to manage resources as the team evolves.
This position can be based remotely or in Atlanta, GA.
Key Responsibilities
Financial Planning, Forecasting & Performance Management
- Lead monthly forecasting, annual operating plan (AOP), and long-range planning activities for assigned business areas.
- Analyze actual results versus budget, forecast, and prior year performance, identifying key drivers, risks, opportunities, and business implications.
- Develop executive-ready financial narratives that explain performance trends and recommend corrective actions.
- Build and maintain driver-based financial models supporting revenue, profitability, investment decisions, and scenario planning.
- Partner with business leaders to improve forecast accuracy, establish accountability, and support achievement of financial commitments.
- Evaluate strategic initiatives and investment opportunities through financial modeling, sensitivity analysis, and ROI assessments.
Business Partnership & Decision Support
- Serve as a trusted advisor to operational leaders across Technology, Product, Sales, Marketing, Corporate Functions, and other key departments.
- Translate financial results into actionable insights that influence business decisions and resource prioritization.
- Lead monthly business reviews with functional leaders, ensuring clear accountability for performance, risks, opportunities, and corrective actions.
- Challenge assumptions and proactively identify improvement opportunities to drive profitable growth and operational efficiency.
- Support leadership with ad hoc analyses, strategic initiatives, and special projects.
Enterprise Planning & Reporting Excellence
- Serve as a key FP&A power user and process owner for the enterprise planning platform, supporting model design, testing, data validation, reporting, workflow improvements, documentation, and user adoption
- Drive continuous improvement of planning models, reporting structures, assumptions management, and system workflows.
- Ensure consistency across ERP, planning systems, BI platforms, and management reporting.
- Identify and implement automation opportunities that improve efficiency, scalability, and data quality.
- Reduce reliance on manual processes through enhanced systems, reporting, and process design.
Executive Reporting & Board Support
- Prepare management reporting packages for executive leadership, private equity stakeholders, lenders, and Board of Directors meetings.
- Develop dashboards, KPIs, and performance metrics that provide clear visibility into business performance.
- Deliver concise and compelling analyses that enable faster, more informed decision-making.
- Ensure reporting accuracy, consistency, and adherence to established financial governance standards.
Financial Governance & Expense Management
- Support spending governance, investment prioritization, and budget discipline across the organization.
- Manage the review and tracking of out-of-budget spending requests, ensuring appropriate business justification and approvals.
- Analyze vendor spending, contract renewals, and operating expenses to identify optimization opportunities.
- Partner with Accounting and Procurement to improve forecasting accuracy, accrual processes, and expenditure visibility.
- Help establish financial accountability and transparency across supported business functions.
Qualifications
Required
- Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
- 7+ years of progressive experience in FP&A or Corporate Finance
- Strong experience supporting budgeting, forecasting, financial modeling, and management reporting processes.
- Advanced Excel modeling skills, including scenario and driver-based forecasting.
- Experience with enterprise planning systems such as Workday Adaptive Planning, Planful, or similar platforms.
- Working knowledge of Power BI
- Strong understanding of financial statements and key business performance metrics.
- Excellent communication, presentation, and stakeholder management skills.
- Proven ability to influence business leaders and communicate effectively with both financial and non-financial audiences.
- Ability to thrive in a fast-paced, evolving, private-equity-backed environment.
Preferred
- Experience in SaaS, FinTech, or software/technology business models.
- Experience supporting board reporting, lender reporting, or private-equity ownership environments.
- Experience implementing or enhancing enterprise planning platforms and reporting processes.
- MBA, CPA, CFA, or similar professional designation.
Ideal Candidate
We are looking for a proactive finance professional who combines financial rigor, business partnership, data analytics, and systems expertise. This individual is naturally curious, thrives in ambiguity, and has a passion for improving processes and driving better business decisions.
The strongest candidates will demonstrate the ability to:
- Tell the story behind the numbers.
- Influence decisions through data-driven insights.
- Build credibility with senior leaders.
- Drive accountability across the organization.
- Balance strategic thinking with operational execution.
- Continuously improve systems, reporting, and planning processes.
What Success Looks Like
- Improved forecast accuracy and transparency of assumptions
- Faster, more scalable monthly reporting
- Clearer identification and communication of risks and opportunities
- Stronger business-owner accountability for financial commitments
- Successful adoption and enhancement of the enterprise planning platform
- Trusted partnership with functional and executive leader
Statement to Third Party Agencies
To ALL recruitment agencies: Candescent only accepts resumes from agencies on the preferred supplier list. Please do not forward resumes to our applicant tracking system, Candescent employees, or any Candescent facility. Candescent is not responsible for any fees or charges associated with unsolicited resumes.
