Financial Planning and Analysis Manager jobs in United States
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Solovis · 1 day ago

Financial Planning and Analysis Manager

positionUnited States
timeFull-time
remoteRemote
seniorityMid, Senior Level
date4+ years exp

Solovis is a leading portfolio management and analytics platform helping institutional investors navigate today’s complex global markets. The FP&A Manager is a high-impact role responsible for delivering forecasting, reporting, and insights to effectively run the business while collaborating with leaders across the organization to ensure accurate and timely financial data.

AnalyticsEnterprise SoftwareFinancial ServicesFinTechSaaS
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Growth Opportunities
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H1B Sponsor Likelynote
Hiring Manager
Callie Shanks
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Responsibilities

Ensure system-driven calculations of ARR are accurately maintained and reconciled with reported revenue each month, leveraging automated processes for consistency and precision
Deliver accurate, robust, and dynamic budgeting and ongoing forecasts
Deliver financial reports and insightful commentary for board and lender presentations on time and with high accuracy
Manage the integration of financial data into existing models and budgets following M&A activities, ensuring timely and accurate consolidation of historical and projected financials

Qualification

Financial modelingBudgetingForecastingAdvanced ExcelCPACFAExecutive communicationDetail-orientedTime management

Required

Bachelors in Finance or Accounting
4+ years in FP&A / Strategic Finance, Investment Banking, Consulting, or Transaction Services
Strong modeling and analysis skills (advanced Excel; comfort with messy data)
Clear executive communication: concise written updates and confident verbal readouts

Preferred

Master's Degree in Finance or Accounting
CPA or CFA
Experience in PE-backed environment, preferably within enterprise software
Experience supporting M&A planning and post-close integration

Company

Solovis

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Solovis is a multi-asset class portfolio management, analytics and reporting technology platform, designed for institutional investors.
dateFounded in 2013
location
Irving, Texas, USA
people-size51-200 employees
web-link
http://solovis.com

H1B Sponsorship

Solovis has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (2)
2022 (1)
2021 (6)
2020 (3)

Funding

Current Stage
Growth Stage
Total Funding
$19.5M
Key Investors
Edison Partners
2025-09-17Acquired
2018-05-29Series Unknown· $8M
2017-05-09Series A· $8M

Leadership Team

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Emmitte Griggs
Chief Knowledge Officer
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Recent News

PR Newswire
Solovis Accelerates Next Phase of Growth With Support From Insight Partners and ST6
2025-10-17
globallegalchronicle.com
Nasdaq Agrees to Sell Solovis to Insight Partners
2025-09-20
FX News Group
Nasdaq to sell fintech platform Solovis to Insight Partners
2025-09-18
Company data provided by crunchbase