Korn Ferry is partnering with our client on their search for an FP&A Manager.
Company Overview:
Our client is a leading global provider of technology solutions for the fitness, wellness, and health industries, serving gyms, studios, and enterprise customers through a comprehensive SaaS platform
The company delivers mission-critical software across billing, membership management, engagement, and analytics, enabling clients to scale and optimize operations
Backed by Private Equity, this company is operating in a high-growth, private equity environment with a strong focus on scalability, data-driven decision-making, and operational excellence
The organization continues to invest heavily in systems, infrastructure, and analytics capabilities to support its global footprint and rapid expansion
The culture is high-performing yet casual, emphasizing collaboration, adaptability, ownership, and continuous improvement in a fast-paced environment
Role Summary:
Title: Manager, Financial Planning & Analysis (FP&A)
Location: Preference for Dallas-Fort Worth (Hybrid: Tuesday through Thursday in-office for local candidates) but open to great Remote candidates
Team Involvement: Manages a team of 2-3 FP&A professionals and plays a key role in building out a broader finance "Center of Excellence," including offshore analyst support
Primary Focus: Lead enterprise-wide financial planning, reporting, and analysis while partnering closely with executive leadership and the Board to drive strategic decision-making
Key Responsibilities:
Lead enterprise financial consolidation and reporting across business units and geographies, ensuring accuracy, consistency, and timeliness
Own the preparation and delivery of monthly, quarterly, and annual reporting packages for executive leadership and the Board of Directors
Partner closely with the CFO and senior leadership on Board materials, investor reporting, and strategic financial insights
Drive the budgeting, forecasting, and long-range planning processes across the organization
Develop and track key SaaS and growth metrics, including ARR, churn, CAC, and LTV, to support data-driven decision-making
Build scalable reporting infrastructure and enhance analytics capabilities to improve forecasting accuracy and business insights
Collaborate with Accounting to align on close processes, reporting timelines, and variance analysis
Lead and optimize financial systems, including Workday Adaptive Planning, ensuring strong data integrity and system integration
Drive process improvements, automation, and standardization across FP&A workflows and reporting
Act as a finance enablement leader supporting AI, data, and automation initiatives across the organization
Support the build-out of a centralized finance function, including headcount planning, vendor expense management, and global reporting capabilities
Lead, mentor, and develop a high-performing FP&A team in a fast-paced, evolving environment
Ideal Candidate Profile:
Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred
8+ years of progressive FP&A experience, ideally within SaaS or technology-driven organizations
Proven leadership experience with direct people management (must have prior management experience)
Strong experience owning and analyzing the full P&L with broad exposure across finance functions
Experience operating in a private equity-backed environment strongly preferred
Deep understanding of SaaS business models, metrics, and unit economics
Advanced experience with financial planning tools such as Workday Adaptive Planning and strong systems aptitude
Demonstrated ability to build and improve processes, systems, and reporting infrastructure
Strong executive presence with the ability to communicate complex financial insights clearly to senior leadership and Board stakeholders
Highly adaptable, hands-on leader who thrives in a fast-paced, high-growth environment
FLDP background is considered a strong plus
Compensation & Benefits:
Target base compensation range: $135K-$150K
Bonus: 5% annual performance incentive
Benefits Package: Comprehensive medical, dental, vision, and standard corporate benefits
Work Environment: Flexible with remote options; hybrid model for DFW-based candidates with strong exposure to executive leadership and private equity stakeholders
Selling Points
High-impact leadership role with ownership of enterprise FP&A and Board-level reporting
Direct partnership with CFO and executive leadership on strategic decision-making and investor communication
Opportunity to help build and scale a finance "Center of Excellence" within a private equity-backed SaaS organization
Exposure to private equity and a highly sophisticated investor environment
Ability to drive meaningful improvements across systems, automation, and financial infrastructure
Fast-paced, high-growth environment with strong visibility and career progression potential
Collaborative, high-performing, yet casual culture that values innovation and continuous improvement
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Korn Ferry shall provide equal employment opportunity to all qualified candidates, and will refer candidates without regard to race, color, religion, national origin, sex, age, disability, veteran status or any other legally protected basis. Artificial Intelligence tools may be used in connection with the recruitment process for this position.
Employment Type: OTHER