Sr. Manager, Financial Planning and Analysis - Hybrid

Company: IRALOGIX, Inc. Position: Senior Manager of FP&A Location: Charlotte, NC or Pittsburgh, PA Hybrid – In office 3 days/week Job Type: Full-Time/Exempt Industry: Retirement Services/FinTech Software Travel: 0% to 20% IRALOGIX is a high-growth, institutional technology platform focused on providing uniquely capable solutions to IRA providers, 401(k) recordkeepers, retirement-focused Advisors, Mutual Fund investment providers, and banks interested in growing their IRA capabilities, revenue, and market share. Through proprietary, ground-up technology, we are changing the landscape and are empowering client companies to provide broader access to the best retirement services possible while significantly lowering administration costs and increasing efficiency, profitability, and competitiveness, far beyond industry expectations. Role: The SENIOR MANAGER of FP&A will lead the company’s financial planning, forecasting, KPI management, and strategic analytics. Reporting directly to the CFO, you will own the business forecasts and annual budgeting process. This means working with department heads to build realistic budgets, pressure-testing assumptions, and updating forecasts as business conditions evolve. You'll prepare comprehensive monthly financial packages with insights on balance sheets, income statements, and KPIs that tell the story behind the numbers. We are seeking a hands-on leader who can operate in a lean environment, build processes from scratch, manage processes, and deliver executive-ready analysis. This is a high-visibility role with a significant strategic impact. Exceptional project management skills are essential. You need to juggle multiple complex workstreams with strong attention to detail and the ability to keep processes moving despite competing priorities and dependencies across teams. Strong financial modeling and analytical capabilities are critical, with advanced Excel skills and the ability to build models that handle complex scenarios, from customer segmentation to pricing analysis to partnership revenue projections. You should be comfortable using AI tools to enhance your productivity and analytical capabilities. You should be equally skilled at creating executive-ready PowerPoint presentations that visualize business performance in ways that drive understanding and action. You need excellent business judgment and communication skills to translate complex financial and operational data into clear, compelling materials that enable others to have productive conversations. Whether it's helping the sales team understand partnership performance trends or giving the CFO the insights needed for a board discussion, your work provides the intellectual foundation for critical business decisions. You should bring a proactive, ownership mentality to the budget and forecast process, the discipline to run a structured annual budget cycle, the judgment to know when forecasts need updating, and the ability to work collaboratively with department leaders who may have varying levels of financial sophistication. Responsibilities The essential responsibilities and duties for this position include, but are not limited to, the following: Financial Planning & Forecasting • Own the company’s annual budget, multi-year financial model, and monthly forecasting cycles. • Develop monthly outlooks aligned with revenue, cost, headcount, and key business drivers. • Build and refine driver-based models that support decision-making. Reporting & Analysis • Prepare monthly and quarterly reporting packages (KPIs, variance analysis, insights, trends). • Lead preparation of board meeting materials and investor updates. • Monitor operating and financial metrics including ARR, retention, unit economics, and gross margin trends. JOB DESCRIPTION Business Partnering • Serve as primary business partner to functional leaders across Sales, Marketing, Operations, Product Management, and Technology. • Support resource planning, headcount forecasting, and investment ROI analysis. • Drive accountability with clear financial metrics and performance tracking. Strategic Support • Support pricing strategy, scenario analysis, and modeling for new products or partnerships. • Provide insight into operational improvements, cost optimization, and profitability pathways. • Assist CFO with capital planning and internal performance dashboards. Leadership & Process • Build scalable FP&A processes, calendars, templates, and tools. • Implement a continuous improvement mindset around forecasting accuracy and reporting automation. • Partner with accounting on close, reporting consistency, and systems integration. Requirements • 7+ years of progressive FP&A or strategic finance experience. • Experience in SaaS, fintech, or technology-driven businesses. • Proven ownership of budgeting, forecasting, and financial modeling processes. • Proficiency in AI tools, Excel and financial planning platforms (Adaptive, Vena, Jedox, etc.). • Strong business partnering experience with executive teams. • Ability to communicate complex financial concepts clearly and effectively. • Demonstrated ability to build processes in a scaling or lean environment. • Experience preparing Board or investor-level reporting materials. • Strong understanding of cash flow drivers and accounting principles. • Must be commutable to Charlotte or Pittsburgh and onsite 3+ days/week. Attributes for Success • Strong analytical and critical thinking skills. • Executive presence; ability to challenge and influence leaders. • Comfort operating independently with limited structure. • Resourceful problem solver with a bias toward action. • High integrity and commitment to accuracy. IRALOGIX is an equal opportunity employer committed to building a team that embraces diversity, represents a variety of backgrounds, and upholds inclusiveness. M/F/V/D Apply tot his job