Financial Planning and Analysis Manager

Responsibilities:

● Budget and Forecasting - Help drive annual budgeting process and quarterly forecast

updates including preparation, review and analysis, assigning department specific

budgets and tracking monthly / quarterly / annual budget versus actual results

.

ARR Reporting - Manage company’s ARR reporting, and work with Revenue teams to understand the implications and treatment of ARR within RouteThis




● Revenue Forecasting and Targets - Develop robust revenue forecasting methodology in

partnership with GTM leaders across Sales, Marketing, Customer Success and Product.




● Business Partnership - Develop relationship with Functional Leaders acting as the key

finance business partner assisting them in building out their models, evaluating

investment cases and leading monthly review of their budgets.




● SaaS Metrics Reporting - Create and manage SaaS KPI metric report card including

developing targets based on industry benchmarks and ensuring efficient and accurate

reporting of actual results in a timely manner.




● Investor and Board of Director Reporting - Assist in developing and preparing monthly /

quarterly reporting for Investors and RouteThis’ Board, including high quality

commentary.




● Variable Compensation Administration - Calculate performance against Company approved variable compensation plans ensuring accurate and timely payment of

commission and other variable compensation.




● Ad-Hoc Projects as they come up

What you bring to the table:

• 5+ years of progressive experience in Financial Planning and Analysis (FP&A), preferably within a high-growth SaaS or technology company.

• Proven experience managing the annual budget, quarterly forecasting, and long-range planning processes.

• Strong understanding of key SaaS metrics (ARR, Churn, LTV, CAC, etc.) and how to report and interpret them.

• Expertise in financial modeling, investment case evaluation, and variance analysis (budget vs. actual).

• Advanced proficiency in financial systems and tools (e.g., Netsuite, Salesforce, ERP systems, planning software, Excel/Google Sheets). Snowflake experience is a plus.

• Exceptional communication and interpersonal skills, with the ability to effectively partner with and present financial information to senior functional leaders and the executive team.

• Bachelor's degree in Finance, Accounting, Economics, or a related field. CPA, CMA, or MBA is a strong asset.

• Experience with investor relations or Board of Director reporting is highly desirable.