Senior Manager, FP&A

Job Details

The Senior Manager, FP&A is a senior leadership position within the Finance organization and reports to the Director of FP&A.

In this role, you will oversee the topline revenue function for InvoiceCloud while also leading key Corporate FP&A processes. You will provide day-to-day guidance and oversight to the Revenue FP&A team member responsible for revenue forecasting, and partner closely with senior Finance leadership on strategic decisions and management reporting. The ideal candidate will possess deep FP&A experience, a strong revenue modeling background, and a demonstrated ability to lead and develop a team.

Success Profile

This role is anchored in our company’s competencies. These competencies reflect the mindsets and behaviors that define success in this role. Below is how each competency translates into meaningful impact and outcomes for this position. 

Drives Efficiency

• Lead the annual budgeting process by partnering with cross-functional business partners to develop actionable assumptions and track progress throughout the year
• Drive the monthly re-forecasting process, maintaining forecast integrity and aligning inputs from functional leaders and the executive team
• Deliver financial analytics and monthly reporting activities by leveraging systems and new processes to streamline routine and ad hoc reporting
• Develop a repeatable cash flow and balance sheet forecasting cadence while improving efficiency in current processes 

Takes Ownership

• Oversee the end-to-end topline revenue forecast, including monthly re-forecasting, AOP, and long-range planning cycles
• Serve as the primary reviewer and thought partner to the Revenue FP&A team member, providing direction, quality review, and guidance
• Own revenue-related commentary in monthly and quarterly reporting packages
• Manage and mentor a team, fostering a culture of ownership, continuous improvement, and high-quality output

Results-Driven

• Lead the Revenue Flash and KPI reporting process (Bookings, Go-Lives, Transactions, NRR), ensuring accurate and timely delivery
• Support strategic growth planning through long-term revenue modeling and multi-year planning frameworks
• Provide data-driven analysis and recommendations to senior leadership for strategic decision-making
• Identify opportunities for improvement across forecasting, reporting, and cash modeling processes and implement measurable enhancements

Collaboration

• Partner with Sales and GTM leadership on revenue assumptions, pipeline, go-live timelines, and KPI trends
• Coordinate across GTM, Accounting, and FP&A to deliver accurate revenue reporting and insights
• Lead and/or support quarterly reporting processes including QBR/BoD materials, lender reporting, and executive reporting deliverables
• Collaborate with FP&A business partners, consultants, and system stakeholders to enhance Adaptive Planning and financial systems
• Identify and implement AI-driven or automated solutions (e.g., forecasting models, reporting generation, anomaly detection) to improve FP&A accuracy, speed, and scalability

Requirements

• Minimum of 8 years of experience in Financial Planning & Analysis, with demonstrated success in team leadership and business partnership
• Proven experience in topline / revenue FP&A, including ownership of revenue forecasting, KPI reporting, and cross-functional business partner relationships
• Experience managing or mentoring a team, with a track record of developing talent and driving high-quality output
• FinTech, Software, or SaaS experience strongly preferred; familiarity with subscription revenue models, cohort analysis, or payments is a plus
• Bachelor’s degree in Accounting, Finance, or a related field
• Self-motivated problem solver with a bias for action and a continuous improvement mindset
• Excellent verbal and written communication skills with the ability to synthesize information into insights and recommendations
• Outstanding analytical skills with the ability to derive actionable insights from complex data
• Demonstrated track record of partnership with all levels of an organization
• Strong interpersonal skills and ability to build trusted relationships across the organization
• High level of emotional intelligence and self-awareness
• Experience with Adaptive Planning is a plus

Benefits
We offer a competitive benefits program including:

• Medical, dental, vision, life & disability insurance
• 401(k) plan with company match
• Flexible Time Off (FTO), wellbeing days, paid holidays, and summer Fridays
• Mental health resources
• Paid parental leave & Backup Care
• Tuition reimbursement
• Employee Resource Groups (ERGs)