Hybrid Senior Manager, Financial Planning & Analysis

at Power Factors

• Job title: Senior Manager, Financial Planning & Analysis
• Job type: Full Time
• Experience level: Senior
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Tech skills: Python
• Location requirements: Hybrid, Boston, United States

About the role

• Senior Manager of FP&A at Power Factors. Leading financial planning and compliance reporting across global SaaS, Professional Services and Hardware business.

Responsibilities

• Own the company-wide budgeting, forecasting, and long-range planning excel model, ensuring accuracy, speed, and cross-functional alignment.
• Build and maintain complex driver-based financial models for SaaS ARR/MRR, Professional Services utilization, and Hardware COGS/margin views.
• Partner with senior leadership to prepare executive-ready reporting, board materials, narrative packages, and scenario analyses.
• Own advanced financial modeling in Excel, including multi-scenario forecasting, dynamic cost allocation models, and statistical forecasting techniques.
• Use Python in Excel or standalone Python workflows to automate data cleanup, forecasting, variance analysis, and scenario planning—leveraging emerging FP&A best practices.
• Implement AI-enabled financial processes (e.g., generative insights, automated forecast updates, anomaly detection) aligned with modern FP&A transformation trends.
• Evaluate and implement new BI, data automation, and reporting tools to scale the finance function.
• Deliver monthly and quarterly reporting packages, variance analyses, and KPI dashboards.
• Improve financial discipline by identifying risks/opportunities early and supporting mitigation or investment recommendations.
• Enhance forecast accuracy through automation, data integrity improvements, and AIassisted forecasting approaches.
• Own the preparation and review of debt covenant calculations, including leverage ratios, fixedcharge coverage, liquidity, and other financial maintenance covenants as defined in credit agreements.
• Partner with Controllership and external advisors to ensure accurate covenant compliance reporting tied to GAAP results and permitted adjustments.
• Maintain detailed covenant calculation models and supporting schedules to facilitate internal review, lender requests, audits, and credit agreement amendments.
• Support ongoing lender reporting requirements, including monthly/quarterly compliance certificates, cash flow reporting, and variance explanations versus forecast.
• Assist with refinancing activities, credit agreement modifications, amendments, and incremental debt transactions by providing pro formas, leverage analyses, and sensitivity scenarios.

Requirements

• 7–10+ years of progressive FP&A, or investment banking experience, ideally across SaaS, Professional Services, and Hardware business models.
• Expert-level Excel modeling skills (dynamic models, statistical forecasting, complex data structures).
• Strong financial storytelling abilities—synthesizing complex operational data into decision-ready insights.
• Ability to thrive in fast-paced environments with ambiguous inputs and evolving priorities.
• Exceptional communication skills with executive stakeholders.