The Role
The Manager of FP&A collaborates with senior executives to optimize financial decision-making, oversees financial modeling and reporting, and integrates AI tools into FP&A processes.
Summary Generated by Built In
About the Role
Reporting to the Director of FP&A, the Manager of FP&A is a highly visible, high-impact role that offers the opportunity to work closely with the CEO and CFO and to influence key business decisions. Sitting at the center of our financial operations, this hands-on, individual contributor will see the full scope of the FP&A function and own financial modeling, reporting, and analysis. You won't just report the numbers; you'll analyze them, challenge assumptions, and help the business understand the story behind the data. The Manager - FP&A will leverage their insights and analysis to serve as a trusted, strategic partner to SVPs and functional leaders. In addition to rolling up your sleeves to build and maintain complex financial models, you’ll be at the forefront of how AI transforms the FP&A function as you lead our efforts to harness AI to modernize the way we report, analyze, and communicate financial performance.
Team Dynamic
Validity’s AI-first Marketing Success Platform is trusted by over 2,600 of the world's leading strategic enterprises to optimize digital marketing campaigns and enable the highest levels of customer engagement and ROI. At the core of Validity's platform is Engage, an AI-powered email growth engine that continuously monitors, fixes, and improves campaign quality, deliverability, and performance. Engage does this by using proprietary, real-time global intelligence informed by the world's most comprehensive email sensor network, surpassing the reach of Google, Microsoft, and Yahoo combined. This role provides the opportunity to lead the FP&A team’s adoption of AI tools.
Position Duties and Responsibilities
Financial Analysis & Business Insights, Modeling & Planning
Salary range $130,000 - $160,000 plus benefits, bonus opportunities and stock options. Final salary may vary depending on skills, location, and/or experience.
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Reporting to the Director of FP&A, the Manager of FP&A is a highly visible, high-impact role that offers the opportunity to work closely with the CEO and CFO and to influence key business decisions. Sitting at the center of our financial operations, this hands-on, individual contributor will see the full scope of the FP&A function and own financial modeling, reporting, and analysis. You won't just report the numbers; you'll analyze them, challenge assumptions, and help the business understand the story behind the data. The Manager - FP&A will leverage their insights and analysis to serve as a trusted, strategic partner to SVPs and functional leaders. In addition to rolling up your sleeves to build and maintain complex financial models, you’ll be at the forefront of how AI transforms the FP&A function as you lead our efforts to harness AI to modernize the way we report, analyze, and communicate financial performance.
Team Dynamic
Validity’s AI-first Marketing Success Platform is trusted by over 2,600 of the world's leading strategic enterprises to optimize digital marketing campaigns and enable the highest levels of customer engagement and ROI. At the core of Validity's platform is Engage, an AI-powered email growth engine that continuously monitors, fixes, and improves campaign quality, deliverability, and performance. Engage does this by using proprietary, real-time global intelligence informed by the world's most comprehensive email sensor network, surpassing the reach of Google, Microsoft, and Yahoo combined. This role provides the opportunity to lead the FP&A team’s adoption of AI tools.
Position Duties and Responsibilities
Financial Analysis & Business Insights, Modeling & Planning
- Serve as a strategic finance partner to Senior Executives and department heads, helping them understand financial performance and make better decisions
- Go beyond the numbers - ask the “what” and “why” behind every trend, challenging conventional thinking and surfacing insights that drive action
- Analyze key SaaS metrics and trends, translating complex data into clear, actionable narratives for leadership and investor audiences
- Build, own, and continuously refine three-statement financial models (P&L, balance sheet, and cash flow)
- Lead the annual budgeting process and rolling forecast cycles, working cross-functionally to gather inputs, surface risks, and opportunities
- Maintain and improve driver-based models that reflect the operating mechanics of a SaaS business (ARR, retention, expansion, quota capacity, pipeline conversion, CAC, LTV, etc.)
- Lead the FP&A team's adoption of AI tools to automate and enhance financial reporting, variance analysis, and forecasting workflows
- Identify opportunities to streamline reporting packages and reduce manual effort through intelligent automation and modern tooling
- Explore and implement AI-powered solutions for generating business insights, scenario modeling, and narrative generation
- 5-8+ years of progressive FP&A experience, ideally in a SaaS or technology company; prior experience at the Manager level or operating with Manager-level ownership is a plus
- Deep, hands-on experience building and managing three-statement financial models, budget and forecast processes, and management reporting packages
- Strong grasp of SaaS business metrics and unit economics - ARR, MRR, churn, NRR, CAC, LTV, Rule of 40, and related KPIs
- Proven experience partnering with senior business leaders and translating financial data into business strategy
- Advanced Excel and financial modeling skills (required)
- Experience with NetSuite (ERP) and Adaptive Planning strongly preferred; familiarity with both is a significant plus
- Proficiency with BI and data visualization platforms (e.g., Tableau, Power BI, or similar)
- Demonstrated use of AI tools to enhance analytical workflows; hands-on experience applying AI in a finance or FP&A context is strongly preferred
- Experience with Python, SQL, or data scripting is a plus
- Naturally curious - you don't accept numbers at face value and always push to understand root causes and business drivers
- Comfortable working through ambiguity and building structure where none exists
- Strong attention to detail combined with the ability to see the big picture and communicate it clearly
- Ability to balance rigorous analysis with the speed and pragmatism required in a lean team environment
- Exceptional written and verbal communication skills - you can explain complex financial concepts clearly to any audience
- Strong presentation skills - ability to present confidently to senior leadership
- Collaborative team player who thrives in a small team environment with high ownership and accountability
Salary range $130,000 - $160,000 plus benefits, bonus opportunities and stock options. Final salary may vary depending on skills, location, and/or experience.
#LI-Hybrid
#LI-JA1
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The Company
What We Do
Businesses run better and grow faster with trustworthy data. For over 20 years, tens of thousands of organizations across the world have relied on Validity solutions – including Everest, DemandTools, BriteVerify, GridBuddy Connect, and MailCharts – to target, contact, engage, and retain customers effectively. Marketing, sales, and customer success teams worldwide trust Validity solutions to help them create smarter campaigns, generate leads, drive response, and increase revenue.
