[Hiring] Financial Planning and Analysis Manager @PerformYard

Role Description

As the PerformYard Financial Planning & Analysis (FP&A) Manager, you will play a critical role in driving financial insight, forecasting, and planning as we scale. You will partner closely with senior leadership to provide data-driven analysis that informs strategic decisions, improves operational efficiency, and supports sustainable growth.

• Lead the annual budgeting process and maintain a rolling 18-month forecast that adapts to shifting market conditions and internal pivots.
• Partner with the CEO, VP of Finance, and Operations leadership to deliver accurate forecasts and actionable insights.
• Prepare monthly and quarterly financial reporting packages, including variance analysis vs. budget and prior periods.
• Develop and maintain operating models, scenario analyses, and sensitivity modeling to support strategic decision-making.
• Own the reporting and analysis of mission-critical KPIs (ARR, Retention, LTV, CAC, etc.) and communicate trends to leadership.
• Establish and refine budget and operating benchmarks to support performance.
• Prepare high-impact reporting packages for Board meetings and investor updates, providing clear narratives around variance and growth trajectories.
• Manage sophisticated cash flow modeling to ensure capital efficiency as we scale toward $50M+ ARR.
• Act as an "Internal Consultant" to Department Heads (Sales, Marketing, Product, Customer Success), helping them understand the financial implications of their key initiatives, headcount, and spend decisions.
• Identify opportunities to improve financial processes, reporting efficiency, and data accuracy.
• Collaborate with accounting, external CPAs, and auditors as needed to ensure alignment between reporting and planning.

Qualifications

• Bachelor's degree in accounting, finance, or related field required.
• 5-8+ years of experience in FP&A, finance, or strategic finance roles, ideally within a PE or venture-backed SaaS environment.
• Strong understanding of SaaS business models, metrics, and revenue dynamics.
• Advanced financial modeling and forecasting skills with the ability to build models from scratch.
• Strong familiarity with Salesforce data structures and BI tools.
• Solid understanding of financial statements, cash flow, and how planning ties to actuals.
• Ability to see "beyond the spreadsheet" to understand the operational levers that drive SaaS value creation.
• Strong presentation and communication skills for leadership and planning discussions.
• High attention to detail, strong analytical mindset, and comfort working in a fast-paced, scaling organization.
• Advanced proficiency in Microsoft Excel and the broader Office suite.
• Experience analyzing M&A transactions a plus.

Requirements

• Ability to support the executive team in inorganic growth initiatives.
• Build and maintain sophisticated M&A models, including pro-forma combinations, accretion/dilution analysis, and synergy tracking.
• Lead the financial due diligence process for target acquisitions, identifying risks and verifying the quality of earnings/revenue.
• Partner with leadership to design and execute the financial integration of acquired entities, ensuring seamless reporting and alignment.

Benefits

• Medical, dental, and vision health insurance benefits with HSA plan.
• Disability insurance.
• 401(k) plan.
• Generous PTO.
• Paid holidays and other benefits.