Senior Financial Planning & Analysis Manager

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.