Our client is seeking a highly analytical and business-minded FP&A Sr. or Manager to own and manage the company's financial planning and analysis function. This individual will be responsible for driving the annual budgeting process, monthly forecasting, long-range financial planning, KPI reporting, and executive-level financial analysis.
This is an individual contributor role designed for someone who enjoys owning the FP&A process from start to finish while partnering closely with executive leadership and department heads across the organization. The ideal candidate thrives in a fast-paced SaaS environment, possesses exceptional financial modeling skills, and enjoys translating financial data into meaningful business insights.
Key Responsibilities- Lead the annual budgeting and quarterly forecasting processes across all departments.
- Develop and maintain complex financial models supporting strategic planning and executive decision-making.
- Prepare monthly, quarterly, and annual financial reporting packages for executive leadership and private equity stakeholders.
- Analyze operating results, identify trends, and provide actionable recommendations to improve financial performance.
- Partner with department leaders to monitor spending, evaluate investments, and improve forecast accuracy.
- Develop dashboards and KPIs to measure company performance across revenue, bookings, ARR, gross margin, operating expenses, and cash flow.
- Perform variance analysis comparing actual results against budget and forecast.
- Support pricing analysis, profitability analysis, and business case modeling for strategic initiatives.
- Assist with board presentations, lender reporting, and investor requests.
- Support M&A activities, due diligence, and financial integration projects as needed.
- Improve FP&A processes through automation, reporting enhancements, and system optimization.
- Collaborate closely with Accounting during the monthly close process to ensure timely and accurate reporting.
- Maintain financial models supporting headcount planning, capital expenditures, and operating expenses.
- Identify opportunities to improve forecasting accuracy and financial visibility across the organization.
Qualifications- Bachelor's degree in Finance, Accounting, Economics, or related field.
- 5-8+ years of progressive FP&A experience.
- Experience in SaaS, software, technology, or recurring revenue businesses strongly preferred.
- Private equity-backed company experience highly preferred.
- Strong understanding of SaaS metrics including:
- ARR
- MRR
- Bookings
- Gross Margin
- CAC
- LTV
- Churn
- Advanced Excel financial modeling skills.
- Experience with ERP and financial planning systems.
- Experience using Power BI, Tableau, Adaptive Planning, Anaplan, NetSuite Planning, or similar FP&A platforms is a plus.
- Strong understanding of GAAP financial statements.
- Exceptional analytical, organizational, and communication skills.
- Ability to work independently while partnering effectively with senior leadership.
Preferred Experience- Experience supporting executive leadership and board reporting. Will interact with all of C level
- Experience building financial models for strategic initiatives.
- Experience working in a high-growth software organization.
- Familiarity with subscription revenue models and recurring revenue forecasting.
- Experience with budgeting software and business intelligence tools.
Core Competencies- Financial Planning & Forecasting
- Financial Modeling
- Budget Management
- Executive Reporting
- Variance Analysis
- KPI Development
- Strategic Finance
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.
Desired Skills and Experience
Experience with ERP and financial planning systems.
Experience using Power BI, Tableau, Adaptive Planning, Anaplan, NetSuite Planning, or similar FP&A platforms is a plus.
Strong understanding of GAAP financial statements.
Equal Opportunity NoticeHighspring LLC (d/b/a Vaco by Highspring) and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") are committed to the full inclusion of all qualified individuals and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by applicable law. The company is also committed to ensuring that persons who need them are provided with reasonable accommodations; if an accommodation is needed to participate in the job application or interview process, please contact HR@vaco.com .
Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.
Representation NoticeBy submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. Additionally, you agree to be included in our talent pool for future hiring for similarly qualified positions. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. Lastly, you agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
For residents of Ontario, Canada only: to the extent the position for employment is not with Highspring or not otherwise noted as vacant above, candidate should be informed that this role is to replace a presently employed person at Vaco by Highspring's client.
Privacy NoticeVaco by Highspring respects your privacy and are committed to providing transparent notice of our policies.
- California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
- Virginia residents may access our state specific policies here.
- Residents of all other states may access our policies here.
- Canadian residents may access our policies in English here and in French here.
- Residents of countries governed by GDPR and UK GDPR may access our policies here.
Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here (https://www.highspring.com/ai-use-notices/). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring.
Pay Transparency NoticeDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
· the individual's skill sets, experience and training;
· licensure and certification requirements;
· office location and other geographic considerations; and
· other business and organizational needs.
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses and/or participation in medical, dental, and vision benefits as well as the company's retirement plan (or similar retirement benefits).
