FP&A Manager

Our Topline FP&A team is a key partner to executive leadership, driving all aspects of topline growth including ARR, ACV/TCV bookings, revenue, billings, and gross margin. The team provides critical insights to support decision-making and works cross-functionally to improve financial performance and operational efficiency.

Role Overview
This role will focus on topline financial planning and play a key role in supporting an Adaptive-based planning initiative. The position requires strong expertise in topline modeling, financial systems (Adaptive and NetSuite), and the ability to manage and deliver on FP&A-related projects.

Key Responsibilities

Topline Modeling & Forecasting

• Build, maintain, and enhance detailed topline financial models (ARR, Revenue, Billings, Gross Margin)
• Support Annual Planning (AOP), Quarterly Rolling Forecasts (QRF), and Long-Range Planning (LRP)
• Perform monthly outlook and business performance analysis
• Develop and analyze scenario models (pricing changes, new products, GTM initiatives)
• Drive quarter-end forecasting cadence (“Land the Quarter”) in collaboration with cross-functional teams (Deal Desk, Order Management, Product Ops)

Financial Systems (Critical)

• Work extensively with Adaptive Insights (Workday Adaptive) for planning and modeling
• Use NetSuite ERP for financial data integration and reporting
• Support improvements and enhancements to topline planning systems and processes

Project Management (Critical)

• Lead or support FP&A-related projects, including system implementations and process improvements
• Manage timelines, stakeholders, and deliverables across cross-functional teams
• Drive execution of topline forecasting and planning initiatives

Requirements (Must-Have)

• 7+ years of experience in FP&A / Strategic Finance within SaaS or B2B software companies
• Strong experience in topline forecasting (ARR, Revenue, Billings, GTM modeling)
• Hands-on experience with:
• Adaptive Insights (mandatory)
• NetSuite ERP (mandatory)
• Advanced financial modeling skills (Excel / Google Sheets)
• Strong data analysis capabilities with large datasets
• Demonstrated project management / project ownership experience

Preferred Qualifications

• Experience in large, publicly traded SaaS companies
• Familiarity with Salesforce
• CFA or CPA certification