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Financial Planning & Analysis Manager

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Del Mar

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

We are looking for a strategic Financial Planning & Analysis Manager for a fully remote position. In this role, you will guide planning cycles, deliver meaningful financial insights, and work closely with leaders across the business to support informed decision-making. This position is well suited for someone who combines strong modeling expertise with a practical understanding of how financial performance connects to growth in a SaaS or technology environment.

Job Responsibility:

  • Direct monthly, quarterly, and annual planning activities, including forecasts, budgets, and long-range financial plans in collaboration with functional leaders
  • Develop and refine financial models that support revenue outlooks, workforce planning, operating cost analysis, and enterprise-wide reporting
  • Produce executive-level reporting materials, including leadership presentations and board-ready summaries, with clear interpretation of SaaS performance indicators and business trends
  • Evaluate actual financial results against plans, identify material variances, and explain the operational factors influencing performance
  • Work closely with Accounting to support an accurate and efficient close process and ensure reliable financial reporting
  • Strengthen FP&A reporting tools, dashboards, and workflows to improve automation, scalability, and decision support capabilities
  • Contribute financial guidance to strategic efforts such as pricing evaluations, scenario modeling, and capital allocation planning.

Requirements:

  • Bachelor’s degree in Finance, Accounting, Economics, or a related discipline
  • At least 5 years of experience in FP&A or corporate finance, preferably within a SaaS or technology-based organization
  • Strong capability in financial planning, forecasting, and advanced financial modeling
  • Experience consolidating information from multiple data sources and translating it into actionable financial analysis
  • Advanced Excel skills and comfort working with financial systems and reporting platforms
  • Effective communication and presentation skills with the ability to explain financial insights to both finance and non-finance stakeholders
  • Sound judgment, strong initiative, and the ability to manage priorities in a fast-moving environment.

Nice to have:

Experience with tools such as NetSuite, Adaptive Insights, and business intelligence platforms.

What we offer:
  • Medical, vision, dental, and life and disability insurance
  • Company 401(k) plan
  • Free online training.

Additional Information:

Job Posted:
May 06, 2026

Work Type:
Remote work
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