The Role
Lead and scale FP&A: build forecasting and budgeting frameworks, develop financial and long-range models, analyze revenue, margins, and SaaS metrics, support CFO and board reporting, automate reporting and dashboards, and partner cross-functionally to drive data-driven decisions.
Summary Generated by Built In
Siepe is a fast-growing technology company headquartered in Dallas, TX – focused on helping investment managers turn complexity into clarity. We build software and data solutions that give hedge funds and financial services firms the visibility, speed, and confidence they need to make better decisions – faster.
Our platform delivers a unified source of truth that empowers our clients with real-time, actionable insights. We don’t just serve the industry – we help modernize it!
Siepe is profitable, privately held, and growing fast. We offer more than just competitive pay and great benefits—we offer the chance to do impactful work alongside sharp, driven teammates in a culture that rewards curiosity, initiative, and follow-through. Whether you come from finance, tech, or are charting a new path, you’ll find meaningful problems to solve, real ownership, and the momentum to grow your career with purpose.
We are seeking a highly analytical and driven FP&A Manager to help build and scale our financial planning and analysis function. This role will play a key part in developing a new FP&A framework, enhancing financial visibility across business segments, and supporting executive leadership and with timely, actionable insights.
This is a high-impact opportunity for someone who thrives in a fast-paced SaaS environment and wants to help shape financial processes in a growing organization.
What You'll Be Doing
- Assist in building and implementing a scalable FP&A framework aligned with company growth objectives.
- Develop financial models, planning tools, and reporting structures to improve forecasting accuracy and strategic visibility.
- Partner cross-functionally to establish standardized planning processes and performance tracking.
- Lead the annual budgeting process, including coordination with department leaders.
- Maintain and update monthly rolling forecasts.
- Develop long-range financial models to support strategic planning.
- Create detailed financial analysis across business segments (e.g., product lines, customer segments, geographies).
- Evaluate revenue performance, cost structure, margins, and unit economics.
- Support pricing analysis, investment decisions, and resource allocation discussions.
- Provide data-driven recommendations to the CFO.
- Define, track, and report key financial and operational metrics (e.g., ARR, NDR, GDR, CAC, LTV, gross margin, EBITDA).
- Partner with Accounting team to build and maintain a comprehensive reporting package for monthly close, quarterly board meetings, and year-end reporting.
- Present financial performance summaries and insights to CFO.
- Improve reporting automation and dashboard capabilities.
What You’ll Bring
- Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred).
- 5-7+ years of experience in FP&A or corporate finance (SaaS experience strongly preferred).
- Strong financial modeling and advanced Excel skills (experience with BI tools and leveraging AI a plus).
- Ability to work with large data sets across multiple systems and build automated reporting and analysis.
- Deep understanding of SaaS metrics and subscription-based business models.
- Experience supporting executive leadership and/or Board reporting.
- Excellent analytical, communication, and presentation skills.
- Ability to operate independently in a fast-paced, evolving environment.
- Must have current and ongoing authorization to work in the country of employment without the need for visa sponsorship, now or in the future.
What We Offer
At Siepe, we don’t just hire talent, we build performance-driven teams empowered by transparency, curiosity, and continuous growth. Our Total Rewards go beyond the basics: they’re designed to reward bold thinking, support personal development, and create space for meaningful connection whether you're growing your career, your skill set, or your impact.
Compensation & Financial Well-being:
- Competitive Compensation Packages, including Annual Performance-Based Bonuses
- 401(k) Retirement Plan with company match to support your long-term financial goals
- Employee Referral Program – earn rewards for helping us grow our talented team
Health & Insurance Benefits
- Comprehensive Health, Dental, Vision, and Life Insurance
- Flexible plans tailored to support individuals and families
Learning & Career Growth
- Annual investment in your Learning & Development goals
- On-the-job exposure to innovative technologies and financial strategies
- Growth opportunities in a collaborative, fast-paced environment that values continuous improvement
Time Off & Flexibility
- Flexible Time Off (FTO)
- Flexibility to recharge and maintain work-life balance
In-Office Perks & Culture
- Daily meal delivery allowance when working from the office
- Monthly Celebrations and Quarterly Offsite Events
- Annual Holiday Party to celebrate milestones and build team connection
- A vibrant, inclusive office culture that blends fun with purpose
Top Skills
AI
Bi Tools
Excel
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The Company
What We Do
Siepe is a public cloud managed services and data analytics provider designed specifically to address the technology needs of asset managers. We were built from the ground-up by experienced industry practitioners, using modular technology and flexible, well-formed data solutions. So whether you use our services as stand-alone or quickly integrate them with third parties, you can trust us to seamlessly apply institutional and regulatory best practices across your business.
Siepe's intuitive managed platform enables you to leverage data as an asset, creating order from disparate data sources, mitigating operational risk through investment transparency and optimizing efficiency through process visualization – allowing fund managers to discover strategic and actionable insights.
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