Senior Manager, Financial Planning and Analysis

2 weeks ago

Santa Clara, United States LeanData Full time
LeanData helps the world's fastest-growing companies automate, simplify, and accelerate revenue.

LeanData is expanding its Financial Planning and Analysis (FP&A) function to provide strategic, data-driven insights and decision support for its leadership team. Reporting to the CFO, the Senior Manager of FP&A will play a pivotal role in collaborating with LeanData's cross-functional teams to drive critical business insights. This high-visibility position will help align business OKRs, build dashboards, and track key financial metrics, establishing a financial framework for the company's rapid growth. As LeanData continues to scale, this role will be instrumental in managing the complexities of a high-growth environment.

This position is based in our Santa Clara, CA office, operating on a hybrid basis.

Financial Analysis
  • Support and enhance the integration of financial systems, statements, and tools.
  • Develop and monitor essential financial reporting and performance metrics.
  • Manage the financial forecast model and lead the consolidated strategic and financial planning processes.
  • Prepare presentations and reporting materials for the Board of Directors and Executive Team.
  • Assist with capital raising efforts and investor communications as needed.
Business Partnership
  • Provide actionable insights from financial metrics to relevant stakeholders.
  • Collaborate with the Sales team to maintain accurate revenue forecasting and monitor sales quota and compensation metrics; experience with B2B SaaS pricing is a plus.
  • Work with cross-functional partners to establish baseline budgets, driving resource investments, headcount planning, and company-wide target setting.
Scaling and Process Optimization
  • Implement tools and processes that will enable the company to scale efficiently over time.
  • Develop strategies to manage the challenges associated with rapid growth, ensuring the financial foundation supports LeanData's expanding operations.
Requirements
  • Bachelor's degree in finance, economics, or a related field; MBA is a plus.
  • 5+ years of experience in corporate planning, business finance, investment banking, private equity, or related areas, with FP&A and project management experience.
  • Experience in B2B SaaS at an early-stage, high-growth company is a strong plus.
  • Strong analytical skills, including experience building integrated models from scratch in Excel or similar planning tools. Familiarity with ERP systems is a plus.
  • Proven ability to navigate ambiguity, drive business outcomes, and communicate effectively with senior leadership.
  • Thrive in a fast-paced environment with a results-oriented mindset.
Bonus Points for:
  • Experience supporting high-growth private companies and familiarity with capital-raising processes.
  • Prior experience in the SaaS industry.

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