Manager of Financial Planning & Analysis

Suralink Inc•Salt Lake City, UT

3d•Remote

About The Position

Suralink® is a fast-growing Software as a Service (SaaS) technology company looking for exceptional professionals to join our team. Our award-winning company has been recognized for growth, innovation, and culture, and over 500,000 companies around the world have used our software. Our platform was built for accountants, auditors, security professionals, investors, and other professional service firms, providing a secure, straightforward way to request, receive, track, and manage their documents at scale. If you’re looking for a promising company where you can genuinely make your mark, we’d love to talk to you. Who we are looking for: We are seeking a strategic, analytically rigorous, and business-minded Manager of FP&A to help transform how Suralink uses financial and operating data to make decisions. Reporting is a core part of the role, but the mandate goes further. We are looking for someone who can use reporting as a foundation to generate insights, explain performance drivers, and help drive action and change across the business. Reporting directly to the CFO, you will be a key individual contributor and thought partner across Finance, Revenue Operations, and GTM leadership. You will help build the financial infrastructure and insights engine that powers Suralink’s next phase of growth. This role is ideal for someone who thrives in ambiguity, enjoys building from first principles, and is energized by translating data into insight, recommendations, and better business decisions. The ideal candidate is not satisfied with explaining variance; they are motivated to influence outcomes, improve performance, and help the business act on what the data is showing.

Requirements

6+ years of FP&A, business finance, strategic finance, or financial analytics experience, including at least 2 years in a SaaS or recurring revenue environment.
Strong command of financial modeling, forecasting, variance analysis, unit economics, and business case development.
Ability to independently extract, structure, and analyze data using Excel and BI/reporting tools, and to connect multiple data sources into a clear operating view of the business.
Proven ability to translate complex financial and operating analysis into concise, executive-ready insights and recommendations for finance and non-finance stakeholders.
Demonstrated ability to build strong cross-functional relationships and partner effectively with leaders across Sales, Marketing, Revenue Operations, Product, and G&A functions.
High comfort with ambiguity and a first-principles mindset, with demonstrated ability to challenge assumptions, structure problems from scratch, and drive to actionable output.

Nice To Haves

Background in a high-growth, PE-backed, or scale-up B2B SaaS environment.
Familiarity with NetSuite, QuickBooks, Xero, or similar ERP systems.
Understanding of HubSpot or Salesforce data structures, reporting, and revenue analytics
Demonstrated success building or refining attribution models, funnel analytics, or multi-touch pipeline reporting.
Involvement in pricing and packaging strategy within a B2B SaaS environment.
Strength in headcount planning, sales capacity modeling, and resource allocation analysis.
Ability to connect data across ERP, CRM, BI, and other business systems to build more unified decision-support reporting.
Interest in AI-enabled analytics, automation, or workflow tools that improve finance leverage and decision support.

Responsibilities

Own and continuously improve FP&A reporting, forecasting, and business intelligence to provide timely visibility into performance, key drivers, risks, and opportunities, enabling leaders to make better decisions sooner.
Build win/loss, pipeline, and revenue performance analytics to identify the combinations of segments, motions, and commercial behaviors that materially outperform.
Support pricing and packaging analysis to help Suralink optimize go-to-market strategy and monetization models.
Develop product-level revenue contribution and margin analysis reporting to support strategic investment decisions across the business.
Partner with Revenue Operations on pipeline metrics, funnel health, lead scoring economics, and forecasting methodology to ensure aligned, consistent measurement.
Drive the annual budgeting and quarterly forecasting process, including headcount planning, operating expense planning, and departmental resource allocation, while helping leaders assess tradeoffs and investment priorities.
Partner with Accounting to ensure accurate month-end reporting and deliver variance analysis that clearly explains performance drivers, risks, and opportunities.
Own and maintain executive dashboards and business review materials that distill complex financial and operating data into clear insights, decision points, and recommended actions.