FP&A Manager, Product and Technology
4 days ago
About the Role
We are seeking a high-performing finance professional to join our Corporate FP&A team and support the financial strategy of our Product & Technology organization. This role is crucial to how the Company invests in technology, software development, and product innovation, while also supporting profitability across a broader product and service portfolio.
The position title (Analyst, Manager, or Director) will be aligned with the experience, skill set, and strategic capabilities of the selected candidate. Regardless of level, this role offers broad visibility, meaningful influence, and the opportunity to shape decisions that drive growth, operational excellence, and educational impact.
What You'll Do
- Financial Planning & Forecasting
- Drive budgeting, forecasting, and scenario planning for technology and product teams.
- Develop financial models that inform product roadmaps, technology investments, and long-range planning.
- Provide insights that improve forecasting accuracy and visibility into key financial drivers.
- Reporting & Month-End Close
- Deliver monthly reporting packages with KPIs, financials, and insights into performance drivers.
- Partner with Accounting to ensure accurate accruals, capitalization entries, and month-end results.
- Support continuous improvement of reporting workflows and automation.
- Cost Management & Capitalization
- Monitor technology and product development spending, CapEx, and vendor costs to ensure efficient resource allocation.
- Maintain compliance with capitalization policies and support audit-ready documentation for labor and vendor costs.
- Partner with Accounting on capitalization entries, amortization schedules, and cost classification.
- Product & Services Portfolio Management
- Analyze profitability, pricing, and performance across the full suite of products and services—extending beyond the Technology organization.
- Provide insights and recommendations to improve margins, optimize resource deployment, and enhance portfolio ROI.
- Support product-level reporting, revenue/margin tracking, and pricing initiatives.
- Investment Evaluation & Strategic Analysis
- Evaluate software development projects and new business opportunities using IRR, NPV, ROI, and payback methodologies.
- Build business cases and strategic models that guide investment prioritization and long-term growth initiatives.
- Assess and communicate financial implications of new concepts and long-term initiatives.
- Cross-Functional Partnership & Process Improvement
- Collaborate with Technology, Product, Operations, and Accounting teams to align financial decisions with business objectives.
- Lead or support efforts to automate reporting, streamline cost tracking, and improve financial systems and processes.
- Strengthen financial accountability across cross-functional stakeholders.
About You
- Strong analytical and financial modeling skills, with the ability to simplify and communicate complex concepts to diverse stakeholders.
- Experience in FP&A, product finance, technology finance, corporate development, or similar analytical disciplines.
- Technology-forward mindset with enthusiasm for modern tools, automation, and emerging capabilities.
- Embraces the role of AI in Finance, actively seeking opportunities to leverage AI-driven insights, automation, and operational efficiency.
- Proactively identifies manual, repetitive, or high-volume tasks that can be automated or transitioned to offshore/shared-services teams—allowing greater focus on strategic, high-impact responsibilities.
- Comfortable partnering across functions and influencing decisions with data-driven insights and sound financial judgment.
- Knowledge of cost capitalization, software development accounting, or CapEx/OpEx distinctions is beneficial.
- Ability to manage multiple priorities, operate in a dynamic environment, and lead or support continuous improvement.
Required Skills & Qualifications
- Experience requirements vary by level: 2–4 years for Analyst, 5+ years for Manager/Director roles.
- Bachelor's degree in Finance, Accounting, Engineering, or a related field; MBA or CPA preferred.
- Strong proficiency in budgeting, forecasting, and financial modeling.
- Advanced Excel, ERP, and project management tool skills.
- Strong work ethic, self-driven, positive attitude.
- Experience with offshore or shared services teams is a plus.
Why Join Us
- High visibility across Product, Technology, Operations, and Finance.
- Influence strategic investment decisions, driving innovation and growth.
- Mission-driven work supporting educational excellence.
- Culture that values automation, continuous improvement, and strategic finance leadership.
- Competitive compensation, benefits, and professional development opportunities.
EQUAL EMPLOYMENT OPPORTUNITY
- It is our policy to abide by all federal, state and local laws prohibiting employment discrimination based solely on a person's race, color, religious creed, sex, national origin, ancestry, citizenship status, pregnancy, childbirth, physical disability, mental and/or intellectual disability, age, military status, veteran status (including protected veterans), marital status, registered domestic partner or civil union status, familial status, gender (including sex stereotyping and gender identity or expression), medical condition, genetic information, sexual orientation, or any other protected status except where a reasonable, bonafideoccupational qualification exists.
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