Join Our Team as a Financial Planning and Analysis Manager

Company: COREFORCE
Location: Atlanta (Hybrid)
Job Type: Full-time
Salary: $120-150k

Position Summary

We are seeking a highly analytical, strategic, and technology-forward FP&A Manager to lead financial planning, forecasting, modeling, and strategic analysis for our growing SaaS and Hardware-as-a-Service (HaaS) organization.

This individual will serve as a trusted advisor to the CFO and executive leadership team, providing financial insights that drive profitable growth, improve operational performance, and support strategic decision-making. The ideal candidate combines exceptional financial modeling expertise with a passion for leveraging AI, automation, and modern analytics to transform finance into a highly efficient, data-driven business partner.

This role requires an individual who is equally comfortable building sophisticated financial models from scratch, presenting to executive leadership, and identifying opportunities to automate and modernize finance processes through artificial intelligence and emerging technologies.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

Financial Planning & Analysis

• Lead the annual operating plan, quarterly forecasting process, long-range planning, and monthly financial reviews.
• Own company-wide budgeting, forecasting, and financial planning processes.
• Develop monthly, quarterly, and annual executive reporting packages.
• Perform detailed variance analysis against budget, forecast, prior year, and strategic plan.
• Develop financial insights that improve operational performance and support executive decision-making.
• Partner closely with Accounting to ensure consistency between financial reporting and forecasting.

Strategic Financial Modeling (Expert-Level)

Serve as the organization's financial modeling expert.

Responsibilities include developing sophisticated, scalable financial models that support strategic planning and executive decision-making, including:

• Build and maintain sophisticated three-statement financial models with scenario, sensitivity, and driver-based forecasting capabilities.
• Develop detailed ARR, MRR, churn, CAC, LTV, bookings, and cohort analysis models.
• Model hardware deployment economics, inventory investments, leasing structures, warranty exposure, and margin optimization.
• Support strategic initiatives including pricing analysis, capital allocation, market expansion, financing activities, and M&A evaluations.
• Conduct ad hoc analyses to support executive decision-making.

AI, Automation & Finance Transformation

Lead the Finance organization's adoption of Artificial Intelligence and automation technologies.

Responsibilities include:

• Leverage AI tools to improve forecasting accuracy and financial analysis.
• Develop AI-assisted forecasting methodologies using historical data, operational drivers, and predictive analytics.
• Utilize generative AI to accelerate financial reporting, executive summaries, board presentations, and business analyses.
• Design automated reporting workflows that reduce manual effort and improve reporting speed.
• Evaluate emerging AI technologies and recommend solutions that improve Finance productivity.
• Create standardized AI prompts, workflows, and best practices for the Finance team.
• Identify repetitive finance activities suitable for automation.
• Partner with IT and Business Systems to integrate AI capabilities into Finance processes.
• Develop predictive analytics supporting revenue growth, customer retention, and operational efficiency.
• Utilize AI to identify trends, anomalies, financial risks, and business opportunities.
• Improve forecast accuracy through machine learning concepts and advanced statistical techniques where appropriate.
• Champion responsible AI governance by ensuring data quality, transparency, and financial accuracy.
• Stay current on emerging AI technologies and continuously identify opportunities to modernize the Finance organization.

Systems & Business Intelligence

• Improve financial reporting processes through automation.
• Build scalable Power BI dashboards and executive scorecards.
• Develop self-service reporting ca