Financial Planning & Analysis Manager

We're seeking a highly skilled and motivated Financial Planning & Analysis (FP&A) Manager. This critical role will oversee financial planning and analysis, ensuring tight timelines and high-quality reporting.

In this role you will...

Financial Planning & Forecasting:

• Oversee financial planning, budgeting, and forecasting for a private-equity-owned SaaS company

• Ensure the accuracy and integrity of financial reporting and analysis

• Leverage advanced Excel-based modeling and rigorous data analysis to produce actionable insights

• Help manage the annual budget and quarterly forecasting cycles, ensuring alignment with organizational goals and strategic initiatives

• Support other FP&A managers by automating tasks and analyses to drive process efficiency

Financial Planning System Support (Oracle PBCS):

• Manage and maintain Oracle PBCS (Planning and Budgeting Cloud Service) processes and systems

• Provide expert-level troubleshooting for PBCS-related issues in partnership with the CSOD IT team

• Serve as the primary administrator of the FP&A planning system

• Maintain system integrity by managing data integration, model configuration, user access, and reporting templates

• Continuously optimize system workflows and structure to enhance forecasting accuracy, planning efficiency, and usability for stakeholders

• Provide user training and enablement to promote self-service reporting and system adoption, in partnership with the CSOD IT team

• Lead headcount planning and system uploads

• Implement rules for allocating IT and Facilities costs to business units for forecasting and GAAP P&L reporting

• Liaise with IT for PBCS system management, including ticket management and system updates

BOD/Management Reporting:

• Assist in preparing monthly, quarterly, and annual reports for the Board of Directors (BOD) and CFO, highlighting key performance indicators and trends

• Develop P&Ls and finance support slides; draft commentary leveraging budget-vs.-actual (BVA) and variance analysis inputs

• Develop quarterly business review (QBR) decks, ensuring accuracy and attention to detail

• Conduct variance analysis to compare actual performance against budgets and forecasts, providing insights to senior management

• Analyze financial performance, identify risks and opportunities, and provide recommendations

• Develop comprehensive financial reporting packages to support decision-making processes

• Provide actionable insights to improve financial performance against forecasts and budgets

Process Improvement & Operational Efficiency

• Continuously seek opportunities to improve the financial planning and reporting processes, driving greater automation, efficiency, and accuracy

• Implement best practices in financial modeling and reporting

• Champion and drive systems improvements to support the budgeting and forecast processes

Additional areas of engagement:

• Constant Currency Reporting: Maintain efficient constant-currency reporting processes using Excel and PBCS

• Vendor Reporting: Oversee monthly vendor reporting, ensuring detailed and timely deliverables

• Entity Level Forecast: Provide detailed entity-level forecasts to support tax team audits and forecasting

• Collaborate with cross-functional teams (including Accounting, Tax, and Treasury) to ensure financial planning supports overall business objectives

• Provide support to the FP&A team on Oracle, SmartView, and general finance-related queries

• Strategic Planning: Participate in long-term strategic planning, providing insights and analysis to support business growth

• Ensure compliance with GAAP and company policies, and implement best practices in financial management

You've got what it takes if you have...

• Bachelor's degree in Finance, Accounting, Business Administration, or related field; advanced degree or certification (e.g., CPA, CMA) preferred

• 5-7 years of experience in corporate FP&A or related finance roles

• Advanced proficiency in Excel (complex models, pivots, Power Query/Power Pivot, dashboards) and strong experience with Oracle, PBCS, and SmartView

• Strong data analysis and data science orientation-ability to extract, transform, and analyze large datasets and translate findings into business insights (e.g., SQL, Python/R, statistical analysis, and data visualization tools such as Power BI/Tableau)

• Ability to work collaboratively in a fast-paced environment and manage tight deadlines

• Prior experience in managing or mentoring team members is a plus

• Demonstrated commitment to valuing diversity and contributing to an inclusive working and learning environment

• Consideration for privacy and security obligations

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Equal Employment Opportunity has been, and will continue to be, a fundamental commitment at Cornerstone OnDemand. All qualified applicants are given consideration regardless of race, color, gender, age, sexual orientation, national origin, marital status, citizenship status, disability, veteran status, or any other protected class as provided in applicable Federal, State, or Local fair employment laws. If you have a disability or special need that requires accommodation, please contact us at [email protected]