Planning Performance Manager Jobs in Florida (NOW HIRING)

Location: Tampa, FL 
Reports To: Chief Financial Officer 

Position Summary 

We are seeking a strategic, data-driven, and operationally minded FP&A leader to elevate our financial planning and analysis function and serve as a trusted advisor to executive leadership. This role is pivotal in driving business outcomes through financial insight, performance management, process optimization, and systems enhancement. 

The Director of FP&A will lead the company's planning, forecasting, reporting, and analytical capabilities while partnering across the organization to improve decision-making, profitability, operational efficiency, and long-term value creation. The ideal candidate brings deep experience in SaaS and professional IT services environments, a proven ability to lead transformation initiatives, influence executive decision-making, and build high-performing teams. 

Key Responsibilities 

Strategic Leadership 

• Partner with the CFO and executive leadership team to define and execute the company's long-term financial strategy and vision. 

• Translate corporate strategy into actionable financial plans, key performance indicators (KPIs), and measurable business outcomes. 

• Develop financial models and business cases to support strategic initiatives, investments, acquisitions, and growth opportunities. 

• Establish FP&A as a trusted business partner and thought leader across the organization. 

• Support board, lender, and executive reporting by developing insights that highlight performance, risks, opportunities, and strategic recommendations. 

• Lead financial analysis supporting product investments, R&D initiatives, pricing strategies, and market expansion opportunities. 

• Monitor industry trends, competitive benchmarks, and emerging business risks to inform strategic decision-making. 

Financial Planning & Performance Management 

• Lead the annual budgeting process, monthly/quarterly forecasting cycles, and long-range strategic planning activities. 

• Own forecasting methodologies for revenue, bookings, renewals, backlog, gross profit, EBITDA, cash flow, and key operational metrics. 

• Partner with business leaders to improve forecast accuracy, scenario planning, risk assessment, and financial accountability. 

• Develop and maintain enterprise-wide KPI frameworks and dashboards that drive performance visibility across the organization. 

• Conduct variance analysis and performance reviews, identifying trends, risks, and corrective actions. 

• Lead monthly and quarterly business reviews with executive leadership teams. 

Business Partnership & Operational Excellence 

• Serve as the primary finance business partner to functional leaders across Sales, Delivery, Customer Success, Product, Technology, and Corporate Operations. 

• Challenge assumptions, provide strategic recommendations, and influence decisions related to investments, resource allocation, pricing, and operational priorities. 

• Partner with Sales and Customer Success leadership to evaluate pipeline health, conversion trends, renewals, churn, customer profitability, and revenue growth opportunities. 

• Collaborate with Delivery leaders to improve project profitability, utilization, capacity planning, workforce management, and resource allocation. 

• Partner with Finance Operations and Accounting teams to improve cash flow forecasting, working capital management, DSO performance, and liquidity planning. 

• Identify opportunities to improve margins, operational efficiency, and overall business performance. 

Data, Systems & Transformation 

• Lead the implementation, optimization, and enhancement of financial planning, reporting, and analytics platforms. 

• Develop scalable financial reporting and analytics capabilities that provide timely, actionable insights to business leaders. 

• Champion automation, AI, and system integration initiatives that improve efficiency, reduce manual effort, and enhance data quality. 

• Lead the development of a scalable financial data and reporting architecture that creates a single source of truth for financial and operational performance. 

• Ensure strong governance, consistency, and integrity of financial and operational data across reporting systems. 

Team Leadership & Development 

• Build, mentor, and develop a high-performing FP&A organization with a culture of accountability, continuous improvement, curiosity, and business partnership. 

• Establish clear goals, development plans, and performance expectations for team members. 

• Redesign planning and reporting processes to improve the speed, accuracy, and relevance of financial outputs. 

• Promote a culture of proactive problem-solving, cross-functional collaboration, and data-driven decision-making. 

Qualifications 

• 10+ years of progressive FP&A experience, with at least 5 years in a leadership role. 

• Demonstrated experience leading FP&A within a SaaS, technology, professional services, or managed services environment preferred. 

• Deep understanding of SaaS and recurring revenue metrics, including ARR, MRR, churn, retention, CAC, LTV, bookings, and renewals preferred. 

• Strong knowledge of professional services financial metrics, including utilization, project profitability, resource planning, and gross margin management. 

• Proven track record of partnering with executive leadership to influence business outcomes through financial insight and strategic thought leadership. 

• Experience supporting executive leadership, board presentations, and lender or investor reporting. 

• Experience evaluating strategic investments, acquisitions, and business cases. 

• Strong understanding of revenue recognition principles and financial reporting concepts. 

• Experience with ERP and FP&A solutions (Microsoft Dynamics F&O, Adaptive Planning, Anaplan, Power BI, or similar platforms) preferred. 

• Experience implementing AI-enabled reporting, planning, and analytics solutions preferred. 

• Strong leadership, communication, presentation, and stakeholder management skills. 

• Experience in a private-equity-backed organization preferred. 

• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA, CPA, or CMA preferred. 

What Success Looks Like 

• FP&A is viewed as a trusted strategic advisor and business partner throughout the organization. 

• Forecast accuracy consistently meets established targets and supports confident business decision-making. 

• Executive leadership relies on FP&A insights to drive operational and strategic decisions. 

• Planning, forecasting, and reporting processes are streamlined, scalable, and delivered on schedule. 

• Key business metrics are transparent, actionable, and actively managed across all functions. 

• Revenue growth, gross margin, EBITDA, utilization, and working capital performance improve through data-driven decision-making. 

• Reporting and analytics capabilities provide timely, accurate, and meaningful business insights. 

• Automation, AI, and systems enhancements significantly reduce manual effort and improve productivity.