Gresham · 1 week ago
Senior Manager Financial Planning Analysis
New York, United States
Full-time
Hybrid
Senior Level, Lead/Staff
$170K/yr - $215K/yr
8+ years expGresham is seeking a Senior Financial Planning & Analysis (FPA) Manager to support Revenue & GTM for the EDM business. The role involves working cross-functionally to provide actionable insights, own forecasting and analysis, and partner with senior leadership to ensure financial targets are met.
Information TechnologySoftware
Responsibilities
Business Partnering: Work closely with Chief Revenue Officer, Sales Operations, wider Sales team, Customer Success and Marketing. Present clear recommendations, challenge assumptions constructively and confidently, influence decisions
Financial Reporting: Own all GTM related reporting for the EDM business, including: 1. Contracted ARR schedules, 2. Bookings and Pipeline reporting, 3. Churn and Churn Risk, Renewal and UFR rates, 4. CARR vs ARR, 5. Revenue waterfalls, 6. quota coverage, 7. commissions, 8. marketing performance, 9. KPI dashboards for senior management and our owners
Budgeting & Forecasting: Own revenue and CARR components of annual budgets, rolling forecasts, and long-term financial models for the EDM business
Data Analysis: Analyse financial data, business trends, and performance metrics to support strategic initiatives such as deal pricing, license audits etc
Scenario Modelling: Build and maintain dynamic financial models to evaluate business scenarios, investments, and new product launches
Process Improvement: Help optimize financial processes and reporting tools, by further developing capabilities of Abacum
Qualification
Required
Qualified Accountant with 8+ years' experience in FP&A or commercial finance roles with strong SaaS / recurring revenue experience
Proven partnership with senior Sales or Revenue leaders
Deep understanding of pipeline mechanics, sales capacity modelling, and unit economics
CRM experience (ideally Hubspot), Strong Excel skills, use of FP&A forecasting systems (ideally Abacum)
Confident communicator with executive presence and strong judgement
Comfortable operating with strong personalities and holding their ground constructively
Calm, resilient, and commercially curious
Company
Gresham
Gresham is a global leader in enterprise data automation solutions for the financial services industry.
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2024-04-09Acquired
1999-01-15IPO
Leadership Team
Andrew Elmore
Chief Technology Officer
B
Bill Chin
Senior Technical Consultant
Recent News
Business Wire
2026-01-20
FF News | Fintech Finance
2025-11-06
2025-07-19
Company data provided by crunchbase