Sr. FP&A Manager – Professional Services

Say hello to opportunities.

It’s not everyday that you consider starting a new career. We’re RingCentral, and we’re happy that someone as talented as you is considering this role. First, a little about us, we’re a $2 Billion annual revenue company with double digit Annual Recurring Revenue (ARR) and a $93 Billion market opportunity in UCaaS, Contact Center and AI-powered adjacencies. We invest more than $250 million annually to ensure our AI-enabled technology and platforms meet or exceed the needs of our customers. 

RingSense AI is our proprietary AI solution. It’s designed to fit the business needs of our customers, orchestrated to be accurate and precise, and built on the same open platform principles we apply to our core software solutions.

About the Role

RingCentral is seeking a Sr. Manager of Financial Planning and Analysis (FP&A) to help lead our Professional Services business through its next phase of growth and scaling. This role will oversee financial planning and analysis efforts with a primary focus on our professional services function, including revenue forecasting and performance optimization. You will build financial models to align with our PS revenue/margin goals and unlock growth opportunities. Prior experience with professional services revenue forecasting and revenue recognition is not needed but strongly preferred.

The ideal candidate is relentlessly curious and embraces ambiguous challenges. You are an analytical superstar who thrives on complexity and enjoys bringing order to data. With a strong bias for action, you effectively translate data insights into operational transformations. You possess exceptional communication skills and the confidence to influence senior leadership. 

Key Responsibilities:

• Strategic Finance Partnership: Act as a trusted advisor to global PS leadership, ensuring an effective Annual Operating Plan (AOP) focused on revenue growth and margin expansion.

• End-to-End Financial Planning: Own annual budgeting, monthly/quarterly forecasting, and weekly flash/R&O for the full PS P&L, including revenue, cost of sales, headcount, opex, and cash flow.

• Revenue & Margin Optimization: Partner with PS leaders to drive key initiatives that improve billable utilization, optimize workforce planning, and enhance PS profitability.

• Headcount & Workforce Modeling: Manage PS workforce planning, incorporating key metrics like billable utilization, bill-to-pay ratio, occupancy, and revenue per head to optimize staffing and profitability.

• Financial Performance & Reporting: Oversee monthly operating and financial results analysis, partnering with Revenue Accounting to ensure accurate revenue recognition (ASC 606).

• Risk & Opportunity Management: Prepare monthly forecasts, monitor performance vs. plan, and proactively identify financial risks and opportunities, providing actionable insights.

• Executive Reporting: Support the development and presentation of quarterly Board/leadership reporting materials, highlighting PS performance trends, key drivers, and operational efficiencies.

• PS KPI Establishment & Reporting: Starting with but not limited to, Revenue Growth, Billable Utilization, Bill-to-Pay Ratio, Project Profitability, Cost of Sales (CoS) % and Accounts Receivable Days (DSO): Cash cycle improvement for PS billing & collections.

• Leverage AI to drive automation of manual processes and improve forecast accuracy.

This role is ideal for a finance leader who thrives in a high-growth, services-driven environment and is passionate about scaling a profitable PS business within a SaaS/UCaaS/CCaaS ecosystem.

To succeed in this role, you must have: 

• 5-8 years of experience in corporate planning/financial planning and analysis role

• Prior experience with PS revenue recognition is not needed but strongly preferred

• Bachelor’s degree in Finance, Accounting or Economics. CPA/CMA or MBA preferred 

• Experience supporting major functional areas within an organization, with experience in financial analysis, headcount/resource management and business metric reporting 

• Experience with financial systems such as Anaplan (preferred), Hyperion, SAP or NetSuite 

• Ability to build PS dashboards leveraging SFDC, Tableau or Power BI

• High proficiency in Excel - building financial and decision support models