Senior Manager/Director of Financial Planning & Analysis (FP&A)
Permanent - Full Time $125,000 - $225,000 / yearJob Overview
The Sr. Manager/Director, FP&A will play a critical role as a strategic business partner to Trading Technologies’ executive team and key stakeholders. This role will own the forward-looking financial engine of the business which includes driving planning, forecasting, analytics, and performance management across the organization. The ideal candidate combines deep financial modeling expertise with strong business judgment and communication skills, and will influence finance strategy, product investment decisions, and value creation initiatives. The role reports to the VP Finance & Accounting and partners closely with Go-to-Market, Product, Operations, Data/Technology teams, and Line of Business Owners, as well as PE stakeholders and the Board.
The Sr. Manager or Director, FP&A will be successful in this role when they can start executing the following strategic tasks/responsibilities after their first 100 days with the company:
The Sr. Manager or Director, FP&A will be successful in this role when they can start executing the following strategic tasks/responsibilities after their first 100 days with the company:
- Develop deep understanding of Trading Technologies’ annual operating plan, business model, product portfolio, GTM strategy, and key value drivers
- Take ownership of Annual budget, rolling forecasts, and board/executive reporting processes
- Establish strong partnerships with GTM, Product, and Operations leaders as a trusted finance advisor
- Own and enhance 3-statement financial model and long-range plan
- Identify opportunities to improve forecasting accuracy, automate reporting, and enhance financial data infrastructure
Key Responsibilities
- Lead the Annual Operating Plan (AOP), rolling forecasts, and long-range planning, including scenario and sensitivity analyses
- Serve as a strategic finance partner to GTM, Product, and Line of Business leaders, supporting forecasting, pricing strategy, headcount planning, product investment, M&A integrations and growth initiatives
- Prepare and continuously enhance executive, investor, and Board reporting packages, translating complex financial results into strategic narratives and recommendations
- Build and maintain a fully integrated 3 statement financial forecast model, including a 13 week cash forecast
- Perform data-driven analyses to monitor business operations; provide management with clear and actionable insights into drivers of business growth, risks and opportunities
- Own the FP&A systems roadmap and partner with stakeholders to ensure scalable financial data architecture, automation, and governance
- Drive process improvements to increase forecasting accuracy, reporting efficiency, and decision-making speed
- Build, mentor, and scale a high-performing FP&A team
Skills, Knowledge and Expertise
- Bachelor’s degree in Finance, Accounting, Economics or a related field (MBA or CFA preferred)
- 8+ years of progressive experience in FP&A, strategic finance, investment banking or related roles
- Experience in PE-backed or high-growth SaaS/software environments strongly preferred
- Strong knowledge of GAAP, revenue recognition, SaaS and financial metrics, including but not limited to: ARR, Bookings, renewals/retention, sales productivity, Rule of 40, etc.
- Track record of leading data transformation and automation projects within the Finance function
- Strong financial and business acumen with ability to communicate the “what” and “why” behind the numbers
- Experience hiring, mentoring and scaling FP&A teams
- Expertise in planning and forecasting tools (e.g., Abacum, Adaptive, Planful), ERP systems (NetSuite), and CRM/BI platforms (Salesforce, Domo, Tableau, Power BI)
- Demonstrated experience in leading budgeting, forecasting, and variance analyses
- Proficiency in building and maintaining complex financial models including fully integrated 3-statement long-range model
- Exceptional attention to detail, problem-solving and critical thinking skills