Interim FP&A Manager
I’m working on an interim FP&A Manager opportunity for a confidential $65m PE-owned SaaS company.
This is a 100% remote, hands-on consulting role expected to run approximately 2–3 months, with a desired start date the week of May 11th or May 18th.
This could be a great opportunity for someone with strong FP&A experience who is interested in stepping into the Tatum consulting world.
The company does plan to fill this role permanently, so if someone is open to being considered longer term, we can share that with the client. This is being handled as an interim need first.
Please message me directly if you meet the requirements and are interested in being considered. Helpful details to include: your SaaS experience, NetSuite experience, FP&A/budgeting/forecasting background, process improvement examples, Excel strength, availability, and target hourly rate.
Key Responsibilities
1. Financial Planning & Forecasting
• Lead the Annual Operating Plan (AOP) and quarterly re-forecasting processes.
• Maintain and evolve the Long-Range Plan (LRP), incorporating headcount planning and OpEx assumptions.
• Perform variance analysis (Actuals vs. Budget) to identify risks and opportunities.
2. SaaS Metrics & Reporting
• Own the reporting of core SaaS KPIs, including ARR (Annual Recurring Revenue), NRR (Net Retention Rate), CAC (Customer Acquisition Cost), and LTV (Lifetime Value).
• Analyze cohort data to understand customer behavior and revenue leakage (churn/downgrades).
3. Strategic Business Partnering
• Partner with the Sales & Marketing teams to track pipeline health, lead-to-close conversion rates, and ROI on marketing spend.
• Collaborate with Product/Engineering to monitor Cloud hosting costs (AWS/Azure) and Gross Margin trends.
• Support the executive team with board deck preparation and investor relations materials.
4. Systems & Process Improvement
• Optimize financial tech stacks (e.g., Adaptive Insights, Vena, or Anaplan) and integrate them with CRM data (Salesforce/HubSpot).
• Drive automation in the monthly reporting package to reduce cycle times.
Required Qualifications & Skills
• Experience: 5+ years in FP&A, Corporate Finance, or Investment Banking. At least 2 years in a SaaS/B2B Tech environment is highly preferred.
• Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CFA is a plus).
• SaaS Fluency: Deep understanding of ASC 606 revenue recognition and subscription billing cycles.
• Technical Proficiency:
• Expert-level Financial Modeling (Excel/Google Sheets).
• Experience with ERPs (NetSuite, Sage Intacct) and BI tools (Tableau, Looker, or PowerBI).
• Soft Skills: Ability to tell a story with data and influence stakeholders who may not have a finance background.
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This is a 100% remote, hands-on consulting role expected to run approximately 2–3 months, with a desired start date the week of May 11th or May 18th.
This could be a great opportunity for someone with strong FP&A experience who is interested in stepping into the Tatum consulting world.
The company does plan to fill this role permanently, so if someone is open to being considered longer term, we can share that with the client. This is being handled as an interim need first.
Please message me directly if you meet the requirements and are interested in being considered. Helpful details to include: your SaaS experience, NetSuite experience, FP&A/budgeting/forecasting background, process improvement examples, Excel strength, availability, and target hourly rate.
Key Responsibilities
1. Financial Planning & Forecasting
• Lead the Annual Operating Plan (AOP) and quarterly re-forecasting processes.
• Maintain and evolve the Long-Range Plan (LRP), incorporating headcount planning and OpEx assumptions.
• Perform variance analysis (Actuals vs. Budget) to identify risks and opportunities.
2. SaaS Metrics & Reporting
• Own the reporting of core SaaS KPIs, including ARR (Annual Recurring Revenue), NRR (Net Retention Rate), CAC (Customer Acquisition Cost), and LTV (Lifetime Value).
• Analyze cohort data to understand customer behavior and revenue leakage (churn/downgrades).
3. Strategic Business Partnering
• Partner with the Sales & Marketing teams to track pipeline health, lead-to-close conversion rates, and ROI on marketing spend.
• Collaborate with Product/Engineering to monitor Cloud hosting costs (AWS/Azure) and Gross Margin trends.
• Support the executive team with board deck preparation and investor relations materials.
4. Systems & Process Improvement
• Optimize financial tech stacks (e.g., Adaptive Insights, Vena, or Anaplan) and integrate them with CRM data (Salesforce/HubSpot).
• Drive automation in the monthly reporting package to reduce cycle times.
Required Qualifications & Skills
• Experience: 5+ years in FP&A, Corporate Finance, or Investment Banking. At least 2 years in a SaaS/B2B Tech environment is highly preferred.
• Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CFA is a plus).
• SaaS Fluency: Deep understanding of ASC 606 revenue recognition and subscription billing cycles.
• Technical Proficiency:
• Expert-level Financial Modeling (Excel/Google Sheets).
• Experience with ERPs (NetSuite, Sage Intacct) and BI tools (Tableau, Looker, or PowerBI).
• Soft Skills: Ability to tell a story with data and influence stakeholders who may not have a finance background.
Apply tot his job
Apply To this Job