Financial Planning & Analysis Manager

Join our high-growth, product-led whole-person wellness platform as a Financial Planning & Analysis Manager. In this role, you will have deep ownership of our revenue model, budget, rolling forecast, and performance reporting. You will be accountable for revenue planning and results analysis, ensuring leadership has a clear view of where the business is headed. This position offers a flexible work environment, a focus on wellness, and opportunities for professional growth.

• Manage the end-to-end annual revenue budget and rolling forecast, including scenario modeling and ongoing updates based on business performance and external factors.
• Own and continuously refine the revenue model and underlying assumptions, ensuring alignment with product roadmap decisions, go-to-market execution, market or external dynamics, and observed cohort behavior.
• Deliver regular, executive-ready revenue reporting, including performance vs budget and forecast, leading indicators and cohort behavior, and variance explanations that are driver-based, not surface-level.
• Experience in a high-growth, product-led, or marketplace/platform business or investment banking strongly preferred
• Strong grounding in cohort-based analysis, unit economics, and driver-based forecasting
• Working knowledge of SQL, enough to query (and analyze) raw data from data warehouses, is a very strong plus
• Clear, confident communicator who can translate complexity into action
• Ability to independently recreate and adapt models to validate results and support budget vs. actuals, cohort, and scenario analysis
• 8+ years of experience in FP&A, Strategic Finance, or a closely related role, with meaningful exposure to revenue modeling
• Excellent financial modeling skills, including experience building and owning revenue models end-to-end and working with complex, interdependent assumptions
• Bachelor’s degree in a quantitative field (e.g., Accounting, Finance, etc.) or equivalent experience
• Professional qualifications such as CMA, CPA, or CFA are a plus
• Ability to partner deeply with technical data teams while remaining business-oriented
• Experience with financial planning tools (e.g., Adaptive Planning, Sigma, etc.)
• Strong judgment, curiosity, and willingness to challenge assumptions (including your own)
• This role is ideal for a high-performing FP&A or Strategic Finance professional who wants real business ownership, thrives in cross-functional environments, and is motivated by impact