Financial Planning and Analysis Manager

Location: Alpharetta, GA (Hybrid)Reports To: VP of Finance / Head of FinanceEmployment Type: Full-TimeCompany OverviewWe are a private-equity-backed Identity & Access Management (IAM) services company with a growing SaaS platform. Our business model combines recurring software revenue with professional and managed services delivered to enterprise customers. As a PE-backed organization, we operate with a strong focus on execution, cash flow, margin discipline, and scalable growth.Role OverviewThe Manager, FP&A is a hands-on individual contributor responsible for core financial planning and analysis activities, including budgeting, forecasting, performance analysis, and executive reporting. This role partners closely with senior finance leadership and cross-functional business leaders to deliver actionable insights that support growth, operational discipline, and value creation.While the role does not initially include direct reports, it is intentionally structured with a clear path to people leadership as the company scales.Key ResponsibilitiesFinancial Planning & ForecastingOwn key components of the annual budget, rolling forecast, and long-range planning processes across both SaaS and servicesBuild and maintain detailed financial models covering revenue, gross margin, operating expenses, EBITDA, and cash flowPerform scenario and sensitivity analyses to support PE-driven planning and decision-makingRevenue, Margin, and Unit EconomicsAnalyze SaaS performance metrics including ARR, bookings, churn, net revenue retention (NRR), and deferred revenueSupport services forecasting related to backlog, utilization, billable rates, and project-level marginsPartner with Sales and Services leadership on deal economics, pricing strategies, and margin optimizationBusiness Partnership & Decision SupportServe as a trusted finance partner to leaders across Sales, Services, Operations, and ProductSupport hiring plans, investment decisions, and cost initiatives through rigorous financial analysisTranslate complex financial data into clear, decision-ready insights for non-finance stakeholdersReporting, KPIs, and Management CadencePrepare monthly operating reviews and executive-level KPI dashboardsDeliver concise variance analysis versus budget and forecast, with clear supporting commentarySupport Board-level and private equity sponsor reporting requirementsProcess, Systems, and ScalabilityContinuously improve FP&A processes, modeling standards, and reporting disciplinePartner closely with Accounting to ensure alignment between actuals, forecasts, and management reportingLeverage NetSuite, Power BI, and advanced Excel modeling to enhance data quality and insightsQualifications & ExperienceBachelor’s degree in Finance, Accounting, Economics, or a related field5–10+ years of progressive experience in FP&A or corporate financeExperience within PE-backed, SaaS, technology, and/or professional services environments strongly preferredDemonstrated experience supporting hybrid SaaS and services business modelsAdvanced Excel and financial modeling skillsHands-on experience with NetSuite and Power BIStrong communication skills with the ability to engage confidently at the executive levelAbout SimeioSimeio is a global leader in Identity and Access Management (IAM), with over 650 employees across offices in the USA (Atlanta HQ and Texas), India, Canada, Costa Rica, and the UK. Founded in 2007 and backed by private equity firm, Simeio is recognized by industry analysts as a top IAM provider.We deliver services across access management, identity governance and administration, privileged access management, and risk intelligence—partnering with leading IAM software vendors to support on-premise, cloud, and hybrid environments.Our clients include Fortune 1000 companies across industries such as financial services, technology, healthcare, media, retail, public sector, utilities, and education.Diversity & InclusionSimeio is an equal opportunity employer. If you require assistance with completing this application, interviewing, or participating in the selection process, please let us know.