Manager, Financial Planning & Analysis

Role Summary & Opportunity for Impact

Bigleaf Network’s is hiring for its first FP&A member of the CFO’s team. Successful candidates are detail-oriented, have intellectual curiosity, value accuracy, are energized by using data to drive business insight and improvement, successfully collaborate with others, and can operate as an individual contributor responsible for a mission-critical company function. In this role, you will elevate the way we manage and communicate financial data across the company. Your analysis and insights will help ensure we make smart, strategic decisions that support and drive Bigleaf Networks’ continued growth. By improving forecasting, identifying and recommending areas for operational and financial performance improvements, enhancing reporting accuracy, and partnering across departments, you will contribute meaningfully to our financial health and long-term success.

Required Knowledge, Skills & Abilities

• Preferred candidate with 5-7 years of experience in a larger FP&A team, Private Equity or Investment Banking. Technology or e-commerce industry experience a plus.
• Bachelor's degree in finance, business or related area of study is required. MBA is a plus.
• Strong background in FP&A or related roles, with demonstrated understanding of financial statements, internal reporting, analysis processes and experience with compliance requirements and financial governance best practices.
• Deep understanding of operational business drivers and ability to identify key financial drivers then translate that to our financial model to provide critical insights and inform decisions.
• Proven ability to understand complex business operations, at a tactical level, and translate operational metrics to financial impact.
• High proficiency in Excel and financial modeling; experience with analytical tools and ERP systems (NetSuite) a plus.
• Excellent communication skills and the ability to simplify complex financial and analytic information for cross-function partners.
• A collaborative and intellectually curious mindset, with the ability to build trust in a remote environment.
• Strong written and verbal communication, with experience translating data and financial analysis (at times for non-financial stakeholders) with the intent of influencing and informing executive decision making.
• A strong track record of independent work and ownership over tasks and projects.
• Comfortable working in a currently challenging data environment and experience managing change without compromising performance as we move towards a financial systems upgrade.
• Ability to build and lead a high-performing FP&A function as the role scales.

Responsibilities:

• Take ownership of the company’s current financial model.
• Overhaul and tune the existing model to incorporate key drivers and levers of the business.
• Own forecasting and planning process, through organization-wide collaboration.
• Build a FP&A function that drives insights and informed decision making.
• Drive scenario planning and sensitivity analysis to assess financial impact of different business outcomes (e.g., changes in advertising spend, revenue mix shifts, customer churn, pricing, etc.).
• Act as trusted financial advisor to business leaders, offering clear financial insights, evaluating the impact of new initiatives, and challenging assumptions constructively.
• Utilize system data to investigate for insights and opportunities for process improvement.
• Closely manage monthly close variance analysis, partnering with accounting team to provide actionable insights and recommendations to drive close time.
• Lead process improvement initiatives across Corporate Finance, with focus on reporting cycles, Board meetings, and forecasting.
• Leverage financial planning tools, NetSuite ERP system, and business intelligence (BI)/artificial intelligence (AI) tools to enhance decision making and drive efficiency.
• Manage weekly cash forecasting process & treasury management processes, working closely with CFO and Controller to ensure accuracy, timeliness, and effectiveness.
• Contribute to lender and private equity sponsor-related reporting cycles (e.g., covenant calculations and quarterly sponsor reporting).
• Play a significant role in quarterly board prep by owning key corporate metrics.
• Work with the CEO on ad-hoc projects.

How you will be measured:

• Accuracy, clarity, and scalability of forecasting models and reporting tools.
• Quality and impact of financial insights provided to leadership.
• Improvements in and efficiency of reporting and planning / fo