Financial Planning & Analysis Manager (Client Experience Business Partner)
Core
Finance partner to the Customer Experience Group (CXG) driving go-live forecasting, capacity planning, and revenue/ARR alignment for a SaaS platform serving U.S. banks.
Role type
Manager, Financial Planning & Analysis (FP&A)
Builds
Time-phased launch forecasts, executive reporting materials, and automated financial models for go-to-market teams.
Domain
SaaS / Fintech (Digital banking platform for U.S. credit unions and banks)
Required skills
Advanced financial modeling, forecasting, Excel, business acumen, data synthesis, strategic decision support, executive presentation, independent operation
Preferred skills
SaaS or fintech experience, board-level reporting support, AI process automation
Technologies
Excel, Adaptive
Responsibilities
Partner with CXG leaders on budget and resource decisions; advise on trade-offs across capacity, hiring, and go-live priorities; coordinate forecasting of go-lives by translating capacity and backlog into time-phased forecasts; prepare executive-level reporting on go-lives, backlog, and ARR; align CXG metrics and data sources with Finance; collaborate to keep forecasts, actuals, and revenue recognition aligned; enhance forecasting automation and data integrity.
Seniority
Manager, hands-on IC