Sr. Manager, Financial Planning and Analysis - Hybrid

Position Overview

Company: IRALOGIX, Inc. | Position: Senior Manager of FP&A

Location:

Job Type:

IRALOGIX is a high-growth, institutional technology platform dedicated to providing innovative solutions for IRA providers, 401(k) recordkeepers, retirement-focused advisors, mutual fund investment providers, and banks. As the Senior Manager of FP&A, you will lead financial planning, forecasting, KPI management, and strategic analytics. Reporting directly to the CFO, you’ll own the budgeting process, collaborate with department heads to build realistic budgets, and deliver executive-ready analysis that underpins critical business decisions.

This high-visibility role demands exceptional project management, advanced Excel skills, financial modeling expertise, and the ability to translate complex data into impactful presentations. A proactive, ownership mindset and strong business judgment are essential to success in this lean, dynamic environment.

Key Responsibilities

• Own the company’s annual budget, multi-year financial model, and monthly forecasting cycles.
• Develop monthly outlooks aligned with revenue, cost, headcount, and other key business drivers.
• Build and refine driver-based models that support strategic decision-making.
• Prepare monthly and quarterly reporting packages including KPIs, variance analysis, and trend insights.
• Lead the preparation of board meeting materials and investor updates.
• Monitor operating and financial metrics such as ARR, retention, unit economics, and gross margin trends.
• Act as the primary business partner for Sales, Marketing, Operations, Product Management, and Technology teams.
• Support resource planning, headcount forecasting, and investment ROI analysis.
• Assist in pricing strategy, scenario analysis, and modeling for new products or partnerships.
• Provide insights into operational improvements, cost optimization, and profitability pathways.
• Collaborate with the CFO on capital planning and the development of internal performance dashboards.
• Build scalable FP&A processes, including calendars, templates, and tools.
• Implement continuous improvement initiatives focused on forecasting accuracy and reporting automation.
• Partner with accounting to ensure consistency in close processes and reporting systems integration.

Required Qualifications

• 7+ years of progressive FP&A or strategic finance experience.
• Experience in SaaS, fintech, or technology-driven businesses.
• Proven expertise in budgeting, forecasting, and financial modeling.
• Proficiency in AI tools, Excel, and financial planning platforms (Adaptive, Vena, Jedox, etc.).
• Strong business partnering skills with executive teams.
• Excellent ability to communicate complex financial concepts clearly and effectively.
• Demonstrated ability to build robust processes in scaling or lean environments.
• Experience preparing board or investor-level reporting materials.
• Strong understanding of cash flow drivers and accounting principles.
• Must be commutable to Charlotte, NC or Pittsburgh, PA with an onsite requirement of 3+ days/week.

Benefits & Perks

• Hybrid Work Environment: In office 3 days/week in Charlotte, NC or Pittsburgh, PA.
• Full-Time/Exempt: Enjoy a stable, career-focused role.
• Innovative Industry Exposure: Engage with cutting-edge solutions in Retirement Services and FinTech Software.
• Travel Flexibility: Occasional travel requirements of up to 20%.
• Competitive Compensation & Benefits: Join a high-growth company committed to excellence (exact details to be provided).