Sr. Manager Financial Planning & Analysis

Finalsite is the most valued partner for K–12 schools to build trust, strengthen community, and grow enrollment. Ranked among the best EdTech Companies in America, Finalsite supports more than 7,000 schools and districts worldwide with an integrated platform for websites, communications, mobile apps, enrollment, and marketing services.

Headquartered in Glastonbury, Connecticut, Finalsite is a global company with employees working remotely across nearly every U.S. state, as well as throughout Europe, South America, and Asia.

We believe people do their best work when they feel supported, connected, and empowered to grow. That’s why we invest in our employees through competitive benefits, professional development opportunities, and a collaborative culture built on partnership and purpose. Whether you’re looking to expand your skills, take on new challenges, or make a meaningful impact in education, Finalsite offers the opportunity to grow your career while helping schools thrive.

At Finalsite, every interaction matters — with our clients, with each other, and with the schools and families we serve. Join us and help shape stronger school communities around the world

SUMMARY

We are hiring a highly analytical, business-minded Sr. FP&A Manager on a full-time basis to support our growing organization. This role is ideal for an experienced finance professional who thrives in a fast-paced, data-driven environment and wants broad exposure across executive leadership, private equity stakeholders, and cross-functional business teams. In this role, you will own financial planning and analysis across both our payments and SaaS lines of business.

The Sr. FP&A Manager will play a critical role in delivering financial insights, building executive dashboards, supporting board and investor reporting, and driving data-backed decision making across the company. The Sr. FP&A Manager should be comfortable operating in a high-growth SaaS and payments technology environment with strong rigor around metrics, forecasting, and performance analysis. The ideal candidate will also embrace the use of AI tools and emerging technologies to improve efficiency, surface insights faster, and modernize financial operations.

The Sr. FP&A Manager will partner closely with Finance leadership, Payments leadership, Revenue teams, Operations, Sales, and private equity partners to provide visibility into business performance and strategic opportunities.

LOCATION

100% Remote - Anywhere within the US

RESPONSIBILITIES

Financial Planning & Analysis

• Lead monthly, quarterly, and annual forecasting, budgeting, and long-range planning processes.
• Analyze revenue, bookings, ARR, churn, retention, margin, and other SaaS KPIs.
• Identify trends, risks, and opportunities through financial modeling and scenario planning.
• Own the annual operating plan process and prepare board-level financial presentations
• Leverage AI-enabled forecasting and planning tools to improve speed and accuracy.
• Prepare and maintain budget vs. actuals reporting with variance analysis, including period-over-period and prior year comparisons to surface meaningful performance trends.
• Build, audit, and maintain transparent financial models adhering to industry best practices (clear driver separation, error checks, dynamic linking, and version control).

Payments Financial Analysis

• Own forecasting, budgeting, and performance reporting for the payments business, partnering with Payments, Product, and Sales leadership.
• Analyze payments KPIs including processing volume, net revenue, take rates, interchange and assessments (IC&A), MS/ACH, by portfolio, partner, merchant segment, etc.
• Model payments economics, including pricing, processor and partner costs, and the impact of volume and mix shifts on profitability.
• Partner with Accounting and Operations to validate payments revenue and processor cost data used in forecasting and reporting.
• Provide an integrated view of blended SaaS and payments performance, including payments penetration across the customer base.

Private Equity & Executive Reporting

• Own and deliver recurring reporting packages for executive leadership, board meetings, and private equity partners.
• Build clear and concise dashboards that translate complex data into actionable business insights.
• Own responses to investor requests related to growth metrics, profitability, headcount, and operational performance.
• Set and maintain high standards of financial discipline, reporting accuracy, and accountability.

Dashboarding & Data Analytics

• Design and maintain dashboards using BI tools such as Tableau, Power BI, Looker, or similar platforms.
• Utilize AI tools to identify trends, anomalies, and business opportunities across large data sets.
• Partner with data and systems teams to improve reporting automation and data integrity.
• Build scalable reporting for SaaS and payments metrics, sales performance, customer health, and operational KPIs.
• Create executive-ready summaries and visuals for leadership consumption.

Cross-Functional Business Partnership

• Partner with Sales, Customer Success, Marketing, Product, Payments, and HR leaders on performance reporting and decision support.
• Evaluate ROI of strategic investments, hiring plans, GTM programs, and operational initiatives.
• Lead pricing analysis, compensation modeling, and business case development.
• Drive ad hoc analysis for strategic projects and executive priorities.
• Recommend process improvements through automation, AI, and smarter workflows.
• Serve as a long-term finance business partner, building durable processes, documentation, and institutional knowledge that scale with the company.

QUALIFICATIONS AND SKILLS

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field.
• 5+ years of experience in FP&A, corporate finance, investment banking, consulting, or related analytical role.
• Strong financial modeling and advanced Excel / Google Sheets skills.
• Experience building dashboards and reporting in BI tools.
• Strong understanding of SaaS business models and recurring revenue metrics.
• Working knowledge of payments economics (volume, net take rate, interchange and assessments, processor costs) and the ability to ramp quickly on the payments business.
• Experience leveraging AI tools (ChatGPT, Copilot, forecasting platforms, automation tools, etc.) in a business environment.
• Excellent communication skills with the ability to present insights to senior leaders.
• High attention to detail and ability to manage multiple priorities.
• Demonstrated experience building and working with full three-statement financial models (income statement, balance sheet, cash flow), including cash forecasting and liquidity analysis.
• Proficiency in SQL with the ability to independently pull and validate data from business systems to support financial analysis and reporting.

Preferred

• Experience working in a private equity-backed company.
• Experience supporting board reporting or investor requests.
• Familiarity with ERP, CRM, and planning systems (NetSuite, Salesforce, etc.)
• Experience in a high-growth software, payments, or technology company.
• Exposure to SQL, Python, or advanced analytics tools.
• Deep familiarity with payments KPIs including Volume, MS, ACH, IC&A (Interchange and Assessments), Take Rate, etc.

RESIDENCY REQUIREMENT

Finalsite offers 100% fully remote employment opportunities, however, these opportunities are limited to permanent residents of the United States. Current residency, as well as continued residency, within the United States is required to obtain (and retain) employment with Finalsite.

DISCLOSURES

Finalsite is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. EEO is the Law. If you have a disability or special need that requires accommodation, please contact Finalsite's People Operations Team. Finalsite is committed to the full inclusion of all qualified individuals. As part of this commitment, Finalsite will ensure that persons with disabilities or special needs are provided a reasonable accommodation. Ensure your Finalsite job offer is legitimate and don't fall victim to fraud. Ask your recruiter for a phone call or other type of verbal communication and ensure all email correspondence is from a finalsite.com email address. For added security, where possible, apply through our company website at finalsite.com/jobs.