Financial Planning & Analysis (FP&A) Manager

Employment Type: Full-time

Position Overview

Bonterra is seeking a hands-on Finance Leader and People Manager to join our FP&A team. This role is ideal for an individual ready to lead while staying closely connected to the financial details. You will manage two high-performing analysts, oversee budgeting, forecasting, and performance reporting across multiple departments, and contribute to building the FP&A infrastructure for a fast-growing SaaS company. You will work directly in Adaptive Planning and OfficeConnect, transforming raw data into actionable insights, and help shape the finance department during a period of growth and transformation within a company dedicated to social impact.

Responsibilities

Lead Strategic Planning & Forecasting

• Own budgeting and forecasting for key business areas, ensuring accuracy and providing insightful analysis.
• Design and manage driver-based financial models to support agile, scenario-based planning.
• Partner closely with department heads to inform headcount planning, capital allocation, and strategic decisions.

Own FP&A Deliverables from Start to Finish

• Build, update, and refine Adaptive Planning models and financial reporting outputs using OfficeConnect and Excel.
• Prepare monthly Budget vs. Actual (BvA) reports with thoughtful commentary and actionable insights for leadership and budget owners.
• Translate raw data into digestible, decision-ready outputs, including dashboards, cohort analysis, and ad hoc requests.

Be Hands-On with Data, Tools, and Process

• Maintain and validate data across FP&A systems, including headcount, vendor inputs, CapEx, and contract labor.
• Lead continuous improvement efforts in Adaptive Planning and adjacent tools, identifying and implementing automation opportunities.
• Support procurement, vendor review, and financial control workflows, ensuring detailed budget alignment.

Partner Across the Business

• Serve as the finance point of contact for multiple departments, communicating frequently with senior leaders and cross-functional teams.
• Collaborate with Accounting, Procurement, HR, and other departments to ensure alignment on spend, policy, and process.
• Act as a go-to resource for understanding the financial drivers behind business performance.

Support Board-Level and Investor-Facing Outputs

• Contribute materials for board meetings, investor reporting, and performance reviews.
• Support special projects such as pricing strategy, KPI analysis, and M&A diligence.

Requirements

• Experience: 5-7 years of experience in FP&A, corporate finance, or strategic finance. SaaS experience is required; experience in a PE-backed company is a strong plus.
• Financial Acumen: Understanding of accounting principles (GAAP) and financial statements (P&L, balance sheets, and cash flow).
• Execution Skills: Comfort operating at both strategic and detailed levels; adept at building board presentations and analyzing raw data.
• Technical Skills: Expertise in financial modeling, scenario planning, and SaaS metrics (ARR, NRR, CAC, etc.). Advanced Excel and Adaptive Planning (Workday) experience is preferred.
• Soft Skills: Strong business acumen, ownership mindset, and excellent communication skills to influence without authority. Self-starter attitude with a bias for action, resourcefulness, and curiosity.

Company Information

Bonterra exists to propel every doer of good to their peak impact. Our vision is to increase the giving rate as a percentage of GDP from 2% to 3% by 2033. We believe that the right technology and expertise can strengthen trust in the sector, allowing the social good industry to accelerate growth and reach its peak impact. Bonterra's differentiated, end-to-end solutions collectively support a unique network of over 20,000 customers, including over 16,000 nonprofit organizations and over 50 percent of Fortune 100 companies.

Learn more at bonterratech.com.

At this time, we are unable to consider candidates who require current or future sponsorship for employment.