Demo

Financial Planning and Analysis Manager

Aditi Consulting
Palo Alto, CA Contractor
POSTED ON 6/5/2026
AVAILABLE BEFORE 7/4/2026

Payrate: $90.00- $95.00/hr.
 
Summary:
Our Topline FP&A team is a dynamic and essential partner to our Executive Leaders, driving all aspects of Topline growth (e.g. ARR, ACV/TCV bookings, revenue, billing, gross margin) and strategy. We play a crucial role in providing valuable business insights that guide decision-making. By working cross-functionally, we help shape our financial and operational policies to enhance efficiency and long-term financial performance.
 
Responsibilities:
  • Topline Modeling & Forecasting:
  • Maintain & Improve high-fidelity Topline Financial planning models - ARR, Revenue, Gross Margin, Billings, etc.
  • Prepare detailed inputs/analyses for Annual Planning, Quarterly Rolling Forecasts (QRF), Long-range Planning (LRP), etc.
  • Conduct monthly outlook to understand the rhythm of the business
  • Model complex "what-if" scenarios for pricing changes, new product introductions, and new GTM initiatives, etc.
  • Drive our "Land-the-Quarter Daily Forecast analyses at quarter-end by collaborating with various internal teams (Order Management, Deal Desk, Product Operations, etc.)
 
Requirements:
  • Bachelor’s degree in finance, Accounting, Economics, or a related field
  • 7 years of experience in SaaS companies focusing on financial analysis, strategic finance, business operations, or related roles, ideally with 3 years of Topline Forecast experience in the Software / SaaS Industry
  • Experience with large publicly traded B2B Software / SaaS companies is strongly preferred
  • Expert level skills with Excel / Google Sheets & demonstrable proficiency with PowerPoint / Google Slides
  • Demonstrated ability to manipulate, analyze, and summarize large data sets
  • Excellent analytical and problem-solving abilities
  • Experience with financial planning software and ERP systems (Adaptive and NetSuite required)
  • Experience with Salesforce is a plus but is not required for this role
  • CFA or CPA certifications are a plus but are not required for this role
 
Pay Transparency: The typical base pay for this role across the U.S. is: $90.00- $95.00/hour. Non-exempt positions are eligible for overtime at a rate of 1.5 times the base hourly rate for all hours worked in excess of 40 in a work week, or as required by state or local law. Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education and experience. Full-time employees are eligible to select from different benefits packages. Packages may include medical, denmatch, lifeion benefits, health savings accounts with qualified medical plan enrollment, 10 paid days off, 3 days paid bereavement leave, 401(k) plan participation with employer match,  life and disability insurance, commuter benefits, dependent care flexible spending account, accident insurance, critical illness insurance, hospital indemnity insurance, accommodations and reimbursement for work travel, and discretionary performance or recognition bonus. Sick leave and mobile phone reimbursement provided based on state or local law. 
 
Consent to Communication and Use of AI Technology: By submitting your application for this position and providing your email address(es) and/or phone number(s), you consent to receive text (SMS), email, and/or voice communication whether automated (including auto telephone dialing systems or automatic text messaging systems), pre-recorded, AI-assisted, or individually initiated from Aditi Consulting, our agents, representatives, or affiliates at the phone number and/or email address you have provided. These communications may include information about potential opportunities and information. Message and data rates may apply. Message frequency may vary.
You represent and warrant that the email address(es) and/or telephone number(s) you provided to us belong to you and that you are permitted to receive calls, text (SMS) messages, and/or emails at these contacts. You also acknowledge and agree to Aditi Consulting LLC’s use of AI technology during the sourcing process, including calls from an AI Voice Recruiter. AI is used solely to gather data and does not replace human-based decision-making in employment decisions.  Calls may be recorded.
 
Consent is not a condition of purchasing any property, goods, or services. You may revoke your consent at any time by replying “STOP” to messages or by contacting privacy@aditiconsulting.com.
For information about our collection, use, and disclosure of applicant's personal information as well as applicants' rights over their personal information, please see our Privacy Policy .
 
#AditiConsulting
#26-03463

Salary : $90 - $95

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