Manager, Financial Planning and Analysis
About The Position
Benevity is the global leader in workplace giving, volunteering, donation matching, and community investment software. We're looking for a Manager, Financial Planning & Analysis to help drive our financial planning and analysis processes, support strategic decision-making, and deliver actionable insights to senior leadership. This is a high-impact, cross-functional role for someone who loves working with data, solving complex problems, and contributing to a mission-driven company. If you're detail-oriented, analytical, and energized by turning data into decisions—while supporting a purpose-driven team—this role is for you.
Requirements
- Bachelor’s degree in Finance, Accounting, Business, or a related field; MBA or advanced degree preferred
- CPA, CFA, or equivalent professional designation; knowledge of US GAAP is a plus
- Proven technical development and AI competencies (e.g., Python, SQL, AI/ML tools), with a strong track record of modernizing finance operations and reducing spreadsheet reliance.
- 7+ years of experience in FP&A, Corporate Finance, or related roles; experience in SaaS or tech is an asset
- Strong financial modeling, forecasting, and analytical skills
- Advanced Excel skills and 3+ years’ experience with financial planning tools (e.g., Adaptive Insights, Anaplan)
- Experience with Netsuite or similar accounting software
- Detail-oriented, data-driven, and comfortable challenging the status quo
- Able to manage competing priorities and thrive in a fast-paced, high-growth environment
- Strong communication and collaboration skills, with the ability to influence cross-functional stakeholders
- Familiarity with business intelligence tools (e.g., Tableau) is a plus
Responsibilities
- Lead annual budgeting and forecasting processes in partnership with senior business leaders
- Prepare monthly, quarterly, and annual financial reports and variance analyses for executive leadership
- Spearhead the automation of our financial operations, leveraging AI and modern development tools to transition the team from manual Excel spreadsheets to highly scalable, automated workflows.
- Develop and maintain financial models for scenario planning, sensitivity analysis, and long-term forecasts
- Provide financial support on strategic initiatives, investments, and operational improvements
- Identify and drive continuous improvements in financial processes, systems, and reporting workflows
- Collaborate with Accounting and other Finance teams to ensure accurate and timely reporting in line with accounting standards
- Monitor and report on financial and operational KPIs, offering insights to drive performance
- Support ad hoc analyses, M&A, due diligence, and special projects as needed
- Manage and mentor a team of FP&A professionals, fostering growth and development
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What This Job Offers
Job Type
Full-time
Career Level
Manager
