Senior Manager, Financial Planning & Analysis

Power Factors•Boston, MA

47d

About The Position

Power Factors is seeking a Senior Manager of Corporate FP&A to strengthen our financial planning, forecasting, and analytics capabilities across our global PE backed SaaS + Professional Services + Hardware business. This role is ideal for a finance leader who combines deep SaaS and services unit economics, hardware financial modeling, advanced Excel modeling, Python proficiency, and experience driving AI-enabled financial transformation. This position will be the key owner of debt covenant monitoring, compliance reporting, and credit agreement support.

Requirements

7–10+ years of progressive FP&A, or investment banking experience, ideally across SaaS, Professional Services, and Hardware business models.
Expert-level Excel modeling skills (dynamic models, statistical forecasting, complex data structures).
Strong financial storytelling abilities—synthesizing complex operational data into decision-ready insights.
Ability to thrive in fast-paced environments with ambiguous inputs and evolving priorities.
Exceptional communication skills with executive stakeholders.

Nice To Haves

Experience leveraging AI, ML, or advanced analytics in financial planning or operational forecasting.
Experience in energy, renewables, cleantech, IoT, or asset-intensive SaaS domains.
Experience implementing FP&A systems or planning tools (Anaplan, Adaptive, Pigment, etc.).
Hands-on Python experience for analytics, automation, or predictive modeling (bonus: Python in Excel).

Responsibilities

Own the company-wide budgeting, forecasting, and long-range planning excel model, ensuring accuracy, speed, and cross-functional alignment.
Build and maintain complex driver-based financial models for SaaS ARR/MRR, Professional Services utilization, and Hardware COGS/margin views.
Partner with senior leadership to prepare executive-ready reporting, board materials, narrative packages, and scenario analyses.
Own advanced financial modeling in Excel, including multi-scenario forecasting, dynamic cost allocation models, and statistical forecasting techniques.
Use Python in Excel or standalone Python workflows to automate data cleanup, forecasting, variance analysis, and scenario planning—leveraging emerging FP&A best practices.
Implement AI-enabled financial processes (e.g., generative insights, automated forecast updates, anomaly detection) aligned with modern FP&A transformation trends.
Evaluate and implement new BI, data automation, and reporting tools to scale the finance function
Deliver monthly and quarterly reporting packages, variance analyses, and KPI dashboards.
Improve financial discipline by identifying risks/opportunities early and supporting mitigation or investment recommendations.
Enhance forecast accuracy through automation, data integrity improvements, and AIassisted forecasting approaches.
Own the preparation and review of debt covenant calculations, including leverage ratios, fixedcharge coverage, liquidity, and other financial maintenance covenants as defined in credit agreements.
Partner with Controllership and external advisors to ensure accurate covenant compliance reporting tied to GAAP results and permitted adjustments.
Maintain detailed covenant calculation models and supporting schedules to facilitate internal review, lender requests, audits, and credit agreement amendments.
Support ongoing lender reporting requirements, including monthly/quarterly compliance certificates, cash flow reporting, and variance explanations versus forecast.
Assist with refinancing activities, credit agreement modifications, amendments, and incremental debt transactions by providing pro formas, leverage analyses, and sensitivity scenarios.