FP&A Manager, Systems & Financial Planning

Role Overview

FP&A Manager for Financial Planning, Reporting, and Systems Architecture with a core focus on owning and scaling the Workday Adaptive Planning environment. You will combine FP&A expertise with deep hands-on ownership of planning systems, partnering with the C-suite and cross-functional leaders on budgeting, forecasting, and board/investor reporting.

Responsibilities

Systems Ownership & Architecture

• Own and administer Workday Adaptive Planning (model structure, data integrations, and ongoing maintenance)
• Manage all data flows into/out of Adaptive (accuracy across ERP, CRM, and data warehouse)
• Build and maintain automated, consolidated financial reporting files that reliably refresh for monthly SLT and Board/investor review
• Continuously evaluate and scale the planning tool as the business grows (new modules, workflows, integrations)

Financial Planning & Analysis

• Manage expense budgeting and full P&L reporting across the business
• Forecast and analyze bookings, revenue, labor, and EBITDA performance
• Drive ACV/ARR forecasting and performance analysis (bookings, expansion, churn, net revenue retention (NRR))
• Deliver monthly, quarterly, and annual forecasts plus variance analysis
• Support the annual operating planning process end-to-end

Business Partnership

• Advise department leaders by translating financial data into clear, actionable narratives
• Identify opportunities to automate manual work and improve speed/accuracy of analysis (including AI/automation where applicable)
• Present insights directly to executive leadership

Requirements

• 4+ years of progressive FP&A experience (ideally SaaS, subscription, or PE-backed)
• Hands-on implementation and/or administration experience with Workday Adaptive Planning (must-have)
• Experience with SaaS metrics: ACV/ARR, bookings, churn, expansion, and NRR
• Experience owning full P&L or expense-vertical planning/reporting
• Proven ability to build scalable, automated reporting infrastructure (e.g., multi-entity consolidation for board-ready packages)
• Strong financial modeling and forecasting skills; comfortable partnering with C-suite stakeholders
• Bachelor’s degree in Finance, Accounting, or related field
• Self-starter with bias toward automation and process improvement

Nice-to-Haves

• Advanced certifications (e.g., HBS Finance & Accounting certificate)
• Experience with additional financial systems (not fully specified in posting)