Financial Planning & Analysis (FP&A) Analyst

Manychat - Austin, TX

Full-time - Senior

Austin, TX

101-250 employees

About the position

The Financial Planning & Analysis (FP&A) Analyst at Manychat plays a crucial role in managing budgeting processes, conducting financial analysis, and building financial models to provide actionable insights to business leaders. This position requires a collaborative spirit and the ability to explain financial trends and challenges effectively. The analyst will report directly to the Head of Finance and will be responsible for creating detailed monthly reports for the board, tracking key financial drivers, and advising on cost management strategies.

Responsibilities

• Lead and manage all budgeting and planning processes, ensuring alignment across finance and other departments like Marketing and HR.
• Build, maintain, and validate the company's comprehensive budget model, incorporating inputs from various teams, such as revenue forecasts, hiring plans, and marketing costs.
• Regularly update and refine financial models to ensure accurate connections between revenue forecasting, headcount planning, and departmental expense projections.
• Support the creation of multi-year financial projections to guide company strategy and decision-making, updating as necessary to reflect strategic shifts or market conditions.
• Track key business drivers such as customer churn and acquisition costs, analyze their impact on financial performance, and identify optimization opportunities.
• Oversee the budget control process, managing adherence to approved budgets and escalating significant variances while proposing corrective actions.
• Create detailed board reports and maintain a financial KPI dashboard, providing leadership with insights into the company's financial health and trends.

Requirements

• 5+ years of experience in Financial Planning & Analysis (FP&A), with proven leadership in managing budgeting and financial processes.
• Strong expertise in Excel-based financial modeling, including building, maintaining, and validating comprehensive budget models.
• Experience in multi-year financial forecasting and updating budget models to reflect changing market conditions or strategic priorities.
• Proven ability to collaborate across departments (Marketing and HR) to gather inputs and ensure accurate financial planning.
• Demonstrated success in cost management and budget control processes, with the ability to track budget variances and recommend corrective actions.
• Experience tracking and analyzing key business drivers like customer churn, acquisition costs, and profitability by business unit.
• Familiarity with financial reporting, including board reporting and maintaining a KPI dashboard that provides insights into financial health.
• Strong analytical skills with the ability to present financial insights and provide strategic recommendations to senior leadership.
• Experience in SaaS, technology, or similar high-growth environments is preferred.
• Excellent communication and leadership skills, with the ability to foster a culture of financial accountability across non-finance departments.

Nice-to-haves

• Experience in SaaS, technology, or similar high-growth environments is preferred.

Benefits

• Annual professional development reimbursement.
• Generous time-off policy to balance work and life.
• Competitive medical, dental, and vision coverage for you and your dependents.
• Hybrid format to split time between home and collaborative WeWork spaces.