Sovos · 3 days ago
Financial Planning & Analysis Manager
United States
Contract
Remote
Senior Level
5+ years expSovos is a global leader in tax compliance, transforming how businesses navigate regulatory challenges. The Senior Financial Analyst role focuses on shaping budgeting, forecasting, and long-range planning processes to connect financial insights to business outcomes.
Enterprise Resource Planning (ERP)Enterprise SoftwareFinancial ServicesSoftware
Responsibilities
Drive execution of monthly financial forecasts, annual budgets, and long-range planning activities, ensuring accuracy and alignment with business objectives
Partner with Accounting to maintain consistency between budgets, forecasts, and reported financials
Deliver insightful reporting, presentations, and variance analyses (ARR, revenue, expense, and more) to senior leadership in support of business reviews and performance management
Translate financial results into compelling narratives—understanding the drivers behind the numbers and communicating the "story" clearly to stakeholders
Project manage monthly Operational Review and Board of Directors reporting processes, ensuring deadlines are met across teams and leadership levels
Collaborate with business leaders to align financial forecasts with strategic priorities and operational realities
Partner with cross-functional teams to ensure data quality and accuracy within key financial systems (Adaptive, Keystone, NetSuite, and others)
Design, develop, implement, and maintain integrated financial models and processes that scale with the business
Lead ad hoc modeling to support strategic and operational initiatives as they arise
Support M&A integration efforts with a focus on revenue and SaaS metrics
Leverage AI tools and technologies to enhance financial modeling, automate routine analyses, and accelerate insight generation
Qualification
Required
Bachelor's Degree in Business, Finance, Economics, or Accounting; MBA is a plus
5+ years of experience in a finance role, ideally within Private Equity-backed SaaS companies
Strong understanding of SaaS metrics (MRR, ARR, GRR, and others), forecasting methodologies, and financial modeling best practices
Advanced proficiency in Excel, including financial modeling, scenario analysis, and pivot tables
Hands-on experience with Adaptive, NetSuite, Tableau, Salesforce, and MS Office
Working knowledge of GAAP to ensure forecasts reconcile with reported results
Self-starter with strong problem-solving, analytical, and critical-thinking skills
Excellent verbal and written communication skills, with the ability to distill complex analyses into clear, actionable insights
Comfort working with AI tools to enhance productivity and analytical capabilities
Due to client contractual obligations, the successful candidate will be asked to clear a background check and drug test upon hire
Preferred
Experience collaborating with international GTM teams (EMEA and Asia Pacific regions) is a plus
Preferred time zone: Eastern
Benefits
Flexible Time-Off
Comprehensive Health, Dental and Vision benefits
401(k) with employee sponsored match
Bi-Weekly Meeting Free Days
Mentoring Programs
Globally recognized Training and Development programs
Tuition Reimbursement, Time off to Volunteer, Charitable Giving Match, and more!
Company
Sovos
Sovos provides IT-driven global tax, compliance, and trust solutions for businesses in an evolving regulatory landscape.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$118.8M2024-03-22Private Equity· $23.47M
2024-01-08Series Unknown· $7.22M
2023-06-29Series Unknown· $20.55M
Leadership Team
Kevin Akeroyd
CEO
David Woodworth
Chief Financial Officer
Recent News
Business Wire
2025-12-16
Company data provided by crunchbase