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IRALOGIX · 3 weeks ago

Sr. Manager, Financial Planning and Analysis - Hybrid

North Carolina, Charlotte, NC, US

Full-time

Hybrid

Senior Level

7+ years exp

IRALOGIX is a high-growth, institutional technology platform focused on providing uniquely capable solutions in the retirement services sector. The Senior Manager of FP&A will lead financial planning, forecasting, and strategic analytics, working closely with department heads to build budgets and prepare comprehensive financial reports.

AccountingEnterprise SoftwareFinTech

Growth Opportunities

Responsibilities

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

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

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

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

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

Qualification

Financial PlanningForecastingFinancial ModelingExcelAI ToolsSaaS ExperienceBusiness PartneringBoard ReportingAnalytical SkillsCommunication SkillsProblem SolvingIntegrity