Financial Planning & Analysis Manager

Posted Yesterday
Be an Early Applicant
Hiring Remotely in United States
Remote
Senior level
Fintech • Software
Sovos enables businesses to report their tax and regulatory obligations to the government.
The Role
Lead GTM-focused FP&A: own monthly forecasts, annual budgets, and long-range planning; produce operational and Board reporting on ARR, bookings, revenue and pipeline; build integrated financial models, partner with Accounting and GTM leaders, support M&A integrations, and maintain data integrity across Adaptive, Keystone, NetSuite and reporting tools.
Summary Generated by Built In
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Financial Planning & Analysis Manager

Accounting/Finance·Full-Time·United States

Build your future with Sovos.

If you're seeking a career where innovation meets impact, you've come to the right place. As a global leader, Sovos is transforming tax compliance from a business requirement to a force for growth while revolutionizing how businesses navigate the ever-changing regulatory landscape.

At Sovos, we're dedicated to more than just solving compliance challenges -- we're committed to making a positive and lasting difference in everything we do. Our teams operate on the modern edge of digital technology, working not only to solve complex business challenges but also to enrich our personal, professional, and local communities.

Our purpose-built systems provide the tools you need to thrive in a world where governments demand increased visibility, faster reporting and greater control over business processes. Excited about the possibilities? So are we!

Don't worry if you don't check all the boxes -- apply anyway! We're focused on hiring the right people, not just the "right" resume. It's not about what you've done elsewhere; it's all about what you're capable of doing here.

The Role

At Sovos, we're looking for a Financial Planning & Analysis Manager to sit at the heart of our financial strategy. You'll translate numbers into narratives that drive decision-making across the organization, shaping budgeting, forecasting, and long-range planning processes while partnering with leaders to connect financial insights to real outcomes. This role sits within our Go-to-Market Financial Planning & Analysis team, where you'll own the financial story behind our GTM performance and deliver analyses that inform everything from operational reviews to Board presentations.

More specifically, you will:

  • Own execution of monthly financial forecasts, annual budgets, and long-range planning activities, ensuring accuracy and alignment with business objectives.
  • Lead monthly Operational Review and Board of Directors reporting processes, delivering clear GTM financial narratives around ARR, net bookings, revenue, and pipeline - translating drivers and risks into actionable insights for executives and the Board.
  • Build and maintain integrated financial models and scalable processes that evolve with the business, leveraging AI tools and technologies to enhance financial modeling, automate routine analyses, and accelerate insight generation.
  • Partner with Accounting to maintain consistency between budgets, forecasts, and reported GAAP financials, and collaborate with GTM and business leaders to align financial forecasts with strategic priorities and commercial realities.
  • Support M&A integration initiatives with a focus on SaaS revenue metrics, ensuring acquired entities are brought into the forecasting and reporting framework.
  • Partner with cross-functional teams to ensure data integrity across Adaptive, Keystone, NetSuite, and other key financial systems, and lead ad hoc modeling to support strategic and operational initiatives as they arise.

What You Bring to Sovos

  • Relevant experience in finance, business, economics, or accounting; Bachelor's degree or equivalent experience preferred. MBA is a plus.
  • You have finance experience with demonstrated growth in scope and complexity with significant time in FP&A, ideally within Private Equity-backed SaaS companies - including deep, hands-on expertise in SaaS metrics (ARR, GRR, net bookings, billings, pipeline) and the commercial mechanics behind them.
  • You've owned revenue forecasts and independently crafted financial narratives for GTM leadership and executive/Board audiences.
  • You can build integrated financial models and scenario analyses in Excel, including integrated financial models and scenario analysis, plus hands-on experience with Adaptive, NetSuite, Tableau, and MS Office.
  • Working knowledge of GAAP to ensure forecasts reconcile with reported results, and comfort working with AI tools to enhance productivity and analytical capabilities.
  • effective problem-solving, analytical, and critical-thinking skills, with excellent verbal and written communication abilities - you can distill complex analyses into clear, actionable insights.
  • Due to client contractual obligations, the successful candidate will be asked to clear a background check and drug test upon hire.

The Process

We believe in a transparent and comprehensive hiring process. Here's what you might expect:

1

Pre-Employment Assessment

Regionally specific assessments we use to mitigate bias and give every applicant a fair shot.

2

Video Interview

A chance to meet as many qualified applicants as possible and get to know you beyond your resume.

3

Meeting with a Recruiter

A conversation to talk through the role, your experience, and your goals.

4

Live Interviews with the Hiring Team

Meet the people you'll work with and dig into the day-to-day of the role.

Life at Sovos

The tools to enhance your life - because we want you to enjoy your life outside of work and inside!

  • Global Mentoring Program
  • AI Tools and Technology from Day 1
  • Continuous Learning and Development
  • Language Learning Support
  • Global Employee Recognition Platform and Programs
  • Global Parental Leave Policy
  • Flexible Time-Off
  • Comprehensive Health, Dental and Vision Insurance
  • 401(k) with company match
  • HSA with Sovos match
  • Tuition Reimbursement
  • Volunteer Time Off and Charitable Giving Match
Equal Opportunity Employer
Sovos is an equal opportunity employer committed to providing an environment that celebrates diversity and where equal employment opportunities are available to all applicants and employees. We do not discriminate against race, color, religions, national origin, age, sex, marital status, physical or mental disability, veteran status, gender identity, sexual orientation, or any other characteristic provided by law. At Sovos, all employees are encouraged to bring their whole selves to work.
Company Background

Sovos is a global provider of tax, compliance and trust solutions and services that enable businesses to navigate an increasingly regulated world with true confidence. Purpose-built for always-on compliance capabilities, our scalable IT-driven solutions meet the demands of an evolving and complex global regulatory landscape. Sovos' cloud-based software platform provides an unparalleled level of integration with business applications and government compliance processes.

More than 100,000 customers in 100+ countries -- including half the Fortune 500 -- trust Sovos for their compliance needs. Sovos annually processes more than three billion transactions across 19,000 global tax jurisdictions. Bolstered by a robust partner program more than 400 strong, Sovos brings to bear an unrivaled global network for companies across industries and geographies. Founded in 1979, Sovos has operations across the Americas and Europe, and is owned by Hg and TA Associates. For more information visit www.sovos.com and follow us on LinkedIn and Twitter.

Ready to make your move?

We'd love to hear from you. Use the Apply button at the top of this page to submit your application.

SOVOS © Sovos 2026. All rights reserved.

Skills Required

  • Experience in Financial Planning & Analysis (FP&A) with progressive responsibility
  • Hands-on expertise in SaaS metrics (ARR, GRR, net bookings, billings, pipeline)
  • Owned revenue forecasts and crafted financial narratives for GTM leadership and Board audiences
  • Ability to build integrated financial models and scenario analyses in Excel
  • Hands-on experience with Adaptive, NetSuite, Tableau, and Microsoft Office
  • Working knowledge of GAAP and ability to reconcile forecasts with reported results
  • Strong problem-solving, analytical, verbal and written communication skills
  • Bachelor's degree in finance, business, economics, accounting or equivalent experience (MBA a plus)
  • Experience in Private Equity-backed SaaS companies or similar commercial GTM finance experience
  • Experience supporting M&A integration initiatives with SaaS revenue focus
  • Comfort using AI tools to enhance financial modeling and analysis
  • Must clear background check and drug test upon hire

Sovos Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Sovos and has not been reviewed or approved by Sovos.

  • Leave & Time Off Breadth Flexible or unlimited time off is broadly offered and stands out as a strong aspect of the package. While usage may depend on workload and manager norms, the breadth of the policy is clear.
  • Parental & Family Support Parental leave is included, with examples of extended maternity and multi‑week leave for other parents. This support complements wider family‑oriented resources.
  • Wellbeing & Lifestyle Benefits Wellness resources, donation matching, volunteer time off, recognition programs, and structured development/mentorship are part of a broad offering. Remote/flexible work options and community perks further bolster everyday wellbeing.

Sovos Insights

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The Company
HQ: Atlanta, GA
2,700 Employees
Year Founded: 2015

What We Do

Sovos provides businesses with the confidence needed to navigate an increasingly regulated world. Offering a modern, IT driven response to compliance, Sovos’ solutions are scalable, reliable and secure and provide a great user experience. Sovos has more than 100,000 customers, including half the Fortune 500, as well as businesses of every size operating in more than 70 countries. The company’s cloud-based solutions integrate with a wide variety of business applications and government compliance processes. Sovos has employees throughout the Americas and Europe and is owned by Hg and TA Associates.

Why Work With Us

We are dedicated to being a place where people truly enjoy being. We promote internally and offer a variety of development programs internally. Tax and the regulatory compliance space is also an incredibly stable industry! It changes a lot (because, tax!) but it is never going away. It is always something businesses will have to do!

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