Senior Manager - Financial Planning & Analysis

Description:

About the job:

The Senior Manager, Financial Planning & Analysis plays a key role in supporting financial planning and forecasting across a fast-growing Salesforce professional services organization. The role reports to the Financial Controller and partners closely with Finance, People, and business leaders to deliver accurate, timely financial insights that inform strategic decision-making and support scalable growth.

The ideal candidate is analytically strong, highly detail-oriented, and comfortable operating in a professional services environment with utilization-driven revenue and multiple lines of business.

Key Responsibilities:

• Support the annual budgeting, quarterly forecasting, and long-range planning processes
• Build, maintain, and enhance financial models related to cash flow forecasting, revenue forecasting, utilization, services margin, headcount, and operating expenses
• Prepare monthly variance analysis comparing actual results to budget and forecast; identify trends, risks, and opportunities
• Build and maintain financial models and executive-level presentation decks to support monthly, quarterly, and annual reporting for senior leadership and the private equity board.
• Develop executive-ready lender reporting, financial reporting, dashboards, and ad-hoc analyses for senior leadership, executives, and the private equity board
• Partner with Services and Go to Market (GTM) leadership to understand and analyse key performance drivers, including utilization, billable rates, bookings, and pipeline
• Support workforce and headcount planning, including compensation modelling and cost forecasting
• Own the preparation and distribution of monthly utilization and individual performance metric reports to support workforce planning, financial analysis, and annual merit and bonus review processes.
• Assist with scenario modelling related to growth initiatives, hiring plans, pricing changes, and strategic investments.
• Ensure accuracy, consistency, and integrity of data across financial systems and reporting sources
• Contribute to the ongoing improvement and automation of FP&A processes, reporting cadence, and tools as the company scales

Requirements:

• Bachelors/Master's degree in finance, Accounting, Economics, Business, or a related field
• 8-10 years of experience in FP&A, corporate finance, professional services, or a related analytical role
• Strong financial modeling, forecasting, and analytical skills
• Demonstrated ability to build and maintain financial models within utilization-based revenue and services margin frameworks
• Advanced proficiency in Excel; experience working with large, complex data sets
• Ability to translate complex financial data into clear, actionable insights for non-finance stakeholders
• Strong organizational skills and attention to detail
• Comfortable operating in a fast-paced, growth-oriented consulting environment
• Experience supporting multi-line-of-business and/or multi-geography organizations
• Experience with Salesforce (preferred)