Manager of Financial Planning and Analysis
Posted
Job Title: Manager of Financial Planning and Analysis
Job Summary:
The Manager of Financial Planning and Analysis partners with leaders across RevSpring’s solutions to guide financial decisions and business performance. This role owns revenue planning, forecasting, and analysis across the full profit and loss statement, translating operating results into clear recommendations. The manager will also improve planning processes and support the responsible use of AI to automate recurring work and surface timely business insights.
Essential Functions:
- Lead annual budgeting, periodic forecasting, and scenario planning for revenue and the full P&L, including clear documentation of assumptions, risks, and opportunities.
- Build and maintain financial models in Excel to evaluate business performance, forecast outcomes, and support operating and strategic decisions.
- Analyze monthly and quarterly results against budget, forecast, and prior periods; explain revenue, expense, margin, and other key performance variances and recommend actions.
- Partner with business and functional leaders to understand performance drivers, challenge assumptions, align on financial plans, and provide decision-ready analysis.
- Develop reporting and business insights that make financial trends, emerging risks, and opportunities clear to leaders; present findings to audiences at different levels of the organization.
- Use and improve enterprise planning tools, including Pigment, and help maintain reliable planning models, inputs, workflows, and reporting processes.
- Collaborate with Finance, Accounting, Data, and business teams to connect planning processes with ERP, data warehouse, and other source systems; support sound data definitions and validation.
- Support AI-enabled finance initiatives by identifying practical opportunities to automate recurring analysis and reporting, generate proactive insights, and improve planning workflows. Validate outputs and maintain appropriate human review and data controls.
- Lead cross-functional projects that improve the accuracy, efficiency, and usefulness of financial planning and analysis; complete other finance projects as needed.
Minimum Requirements:
Specific Job Skills:
- Demonstrated experience planning and analyzing revenue and a full P&L, with the ability to connect financial results to business drivers.
- Advanced Excel skills, including building and maintaining financial models and working with large, structured datasets.
- Experience with an enterprise planning platform such as Pigment, Vena, or Adaptive Planning; experience with NetSuite or a similar ERP system is valuable.
- Working knowledge of relational data concepts, data warehouses, or similar sources, and experience using financial systems data in planning and reporting.
- Strong analytical judgment, attention to detail, and ability to manage multiple deadlines and projects in a changing environment.
- Clear written and verbal communication skills, including the ability to explain complex financial information to non-finance partners.
Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field
Experience: At least five years of progressive experience in financial planning and analysis, including budgeting, forecasting, financial modeling, and performance analysis.
Supervision: N/A
Certifications: N/A
Language Skills:
Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations. Ability to write reports, business correspondence and procedure manuals. Ability to effectively present information and respond to questions from a variety of both internal and external sources.
Physical Capabilities: Standard categories
The physical capabilities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
RevSpring is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Note: This Job Description may not describe all of the job responsibilities and standards assigned to this position. The duties may change from time to time. RevSpring does not discriminate against any group in hiring or employment practices. Nothing in this job description constitutes a contract for employment.