Sr. FP&A Manager, Customer Success

Posted 5 Hours Ago
Be an Early Applicant
San Francisco, CA, USA
In-Office
147K-198K Annually
Senior level
Information Technology
The Role
Lead FP&A for Customer Success, owning renewals forecasts, P&L and headcount strategy, driving reporting improvements, scalable financial models, AI adoption, and partnering with senior leaders to inform strategic decisions.
Summary Generated by Built In

At Anaplan, we are a team of innovators focused on optimizing business decision-making through our leading AI-infused scenario planning and analysis platform so our customers can outpace their competition and the market.

What unites Anaplanners across teams and geographies is our collective commitment to our customers’ success and to our Winning Culture.

Our customers rank among the who’s who in the Fortune 50. Coca-Cola, LinkedIn, Adobe, LVMH and Bayer are just a few of the 2,400+ global companies who rely on our best-in-class platform.

Our Winning Culture is the engine that drives our teams of innovators. We champion diversity of thought and ideas, we behave like leaders regardless of title, we are committed to achieving ambitious goals, and we love celebrating our wins – big and small.

Supported by operating principles of being strategy-led, values-based and disciplined in execution, you’ll be inspired, connected, developed and rewarded here. Everything that makes you unique is welcome; join us and let’s build what’s next - together!

As the Sr. FP&A Manager and a leader in the Go-To-Market Finance Team on a hybrid schedule in our San Francisco or San Ramon office, you will play a pivotal role in shaping Anaplan's financial strategy and driving excellence in financial planning and analysis. You will work in close partnership with the Chief Customer Officer (CCO) and her Customer Success team, including the Operations Team, collaborating with senior Customer Success leaders and influencing strategic decision-making through accurate forecasting, insightful analysis, and trusted business partnership.

Be part of a dynamic team that is driving financial excellence and strategic investment optimization at the highest levels of the organization. You will have the unique opportunity to work directly with cutting-edge financial planning tools while supporting the customer success organization that is shaping the future of connected planning.  

Your Impact

  • Become a trusted advisor to senior leadership, influencing weekly business activities and strategic decision-making. 
  • Own the top-line renewals forecast, delivering key insights and executive-level summaries on critical metrics (Bookings, Billings, ARR, GRR). 
  • Lead the P&L process and strategic analysis for GTM functions, focusing on revenue drivers, resource allocation, and expense management. 
  • Drive improvements in management reporting by partnering with Operations to more accurately track operating and financial results. 
  • Champion the adoption of AI tools in day-to-day operations to drive predictive analytics and automate financial reporting. 
  • Lead the development and implementation of highly scalable financial processes and models to support enterprise growth and operational excellence. 
  • Distill and synthesize complex issues, communicating key messages and actionable recommendations to the leadership team. 
  • Direct headcount and operating expense strategy for Customer Success, partnering with Recruiting and department leaders to align with budget. 
  • Partner with corporate FP&A on the long-range planning model, ensuring cross-functional alignment and clear communication of key drivers. 

Your Qualifications 

  • 8+ years of progressive FP&A or business finance experience in a high-growth, global SaaS environment. 
  • Proven track record of effective business partnership and influencing decisions at the senior leadership level. 
  • Exceptional ability to work cross-functionally and drive alignment in a fast-paced, constantly evolving setting. 
  • Superior communication, analytical, and problem-solving skills with an ability to distill complex information into a clear narrative. 
  • Expertise in building complex, automated, and scalable financial models to support executive-level reviews and strategic decisions. 
  • Experience with enterprise financial planning tools, particularly Anaplan, is highly desirable. 
Base Salary Range:
$147,000$198,000 USD

Our Commitment to Diversity, Equity, Inclusion and Belonging (DEIB)

We believe attracting and retaining the best talent and fostering an inclusive culture strengthens our business. DEIB improves our workforce, enhances trust with our partners and customers, and drives business success. Build your career in a place where diversity, equity, inclusion and belonging aren’t just words on paper – this is what drives our innovation, it’s how we connect, and it contributes to what makes us a market leader. We believe in a hiring and working environment where all people are respected and valued, regardless of gender identity or expression, sexual orientation, religion, ethnicity, age, neurodiversity, disability status, citizenship, or any other aspect which makes people unique. We hire you for who you are, and we want you to bring your authentic self to work every day! 

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive equitable benefits and all privileges of employment. Please contact us to request accommodation.  

Fraud Recruitment Disclaimer  

It has come to our attention that fraudulent and fictitious job opportunities are being circulated on the Internet. Prospective candidates are being contacted by certain individuals, mainly through telephone calls, emails and correspondence, claiming they are representatives of Anaplan. The main purpose of these correspondences and announcements is to obtain privileged information from individuals.  

Anaplan does not:  

  • Extend offers to candidates without an extensive interview process with a member of our recruitment team and a hiring manager via video or in person.   
  • Send job offers via email. All offers are first extended verbally by a member of our internal recruitment team whenever possible and then followed up via written communication.  

All emails from Anaplan would come from an @anaplan.com email address. Should you have any doubts about the authenticity of an email, letter or telephone communication purportedly from, for, or on behalf of Anaplan, please send an email to [email protected] before taking any further action in relation to the correspondence.   


Skills Required

  • 8+ years of progressive FP&A or business finance experience in a high-growth, global SaaS environment
  • Proven track record of effective business partnership and influencing decisions at the senior leadership level
  • Exceptional cross-functional collaboration experience in fast-paced, evolving settings
  • Superior communication, analytical, and problem-solving skills with ability to distill complex information into clear narrative
  • Expertise building complex, automated, and scalable financial models for executive-level reviews
  • Experience with enterprise financial planning tools
  • Experience with Anaplan

Anaplan Compensation & Benefits Highlights

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

  • Strong & Reliable Incentives Earnings potential in sales is considered good or fair, with on‑target earnings achievable when plans are met. This indicates variable pay can meaningfully boost total compensation when targets are hit.
  • Healthcare Strength Medical, dental, and vision coverage are described as strong, complemented by mental‑health resources and EAP support. Company‑wide paid wellbeing days reinforce the health and wellness focus.
  • Parental & Family Support Equitable parental and caregiver leave are highlighted alongside fertility and adoption support. Family‑forming programs such as Carrot are part of the offering.

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The Company
HQ: San Francisco, CA
2,194 Employees
Year Founded: 2006

What We Do

Anaplan is building a future where connected leaders and teams are able to constantly adapt, transform and reinvent their businesses. We make it possible to share actionable insights, empower and unleash creativity, and drive innovation. With Anaplan, finance and operational leaders across the organization can model complex scenarios, forecast continuously with added intelligence, and make agile decisions with confidence.

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