Manager, FP&A

Manager, FP&A

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CRM. 3 days ago Be among the first 25 applicants.

$/yr - $/yr

From the very beginning, Sugar

CRM had a unique vision: to offer a different kind of customer relationship management (CRM) software. We pioneered a solution that easily adapts to customer needs, and now, more than two decades later, we’re on a mission to help sales teams reach their highest potential.

Our diverse team around the world shares a passion for helping customers succeed. Together, we’re building a culture that values personal and professional growth—and we’re proud to be recognized as a Great Place to Work . We care about work/life balance and flexibility for our employees, and we're proud of how we show up for our customers every day.

If you're looking to level up your career and help businesses grow better and faster, you’re in the right place. Learn more about Sugar

CRM careers and how you can be part of our journey.

As the Manager, FP&A, you will play a critical role in enabling data-driven decision-making across the business, partnering with leaders to deliver accurate forecasting and producing presentations for financial and operational reviews. You’ll be responsible for driving efficiency through scalable processes and automation. You’ll work cross-functionally to develop dashboards, performance metrics, and financial models that connect strategic objectives to financial outcomes.

The finance team fosters a culture of accountability, curiosity, and continuous improvement within the finance team. Reporting to the VP of FP&A and engaging directly with senior leadership, you’ll serve as a strategic partner to help align the finance strategy with the company’s ambitious growth goals. This is a highly analytical, detail-oriented role within a fast-paced, Private Equity–backed SaaS environment, requiring strong financial acumen, system expertise, and collaboration across teams.

This role operates on a hybrid model, with a mix of remote work and in-office collaboration at our Denver, CO location, specifically, working in-office a minimum of 3 days per week.

• Forecasting and Reporting
• Support the quarterly forecasting, annual budgeting, 13-week rolling cash forecast and long-term planning processes.
• Design and automate reporting for recurring financial and operational reviews.
• Partner with business leaders to define and monitor KPIs, helping teams understand performance drivers.
• Build executive-level presentations summarizing trends, performance vs. budget, and strategic insights.
• Financial and Operational Analytics
• Develop and maintain models to support long-term strategic and financial planning.
• Collaborate cross-functionally to optimize data sources for FP&A (Net Suite, CSI, Adaptive, etc.).
• Create dashboards and data visualizations that track key business metrics such as utilization, revenue and financial dashboards, customer wins/losses, performance vs. budget, scorecards, etc.
• Translate financial data into business insights that highlight historic trends, growth opportunities and risks.
• Cross-functional Partnership
• Partner with Sales, Marketing, and Customer Success teams to analyze revenue and customer metrics.
• Support strategic initiatives such as pricing analysis, investment prioritization, and profitability studies.

• 5+ years of progressive experience in FP&A.
• Proven experience in SaaS metrics, business models, and value creation levers.
• Experience with financial systems and BI tools.
• Strong analytical and problem-solving skills, with the ability to provide actionable insights from complex data.
• Ability to thrive in a fast-paced, dynamic, and results-oriented environment.
• Exceptional communication and presentation skills, with experience presenting to senior management.
• Exceptional attention to detail and passion for accurate, high-quality work.
• A high sense of urgency, ability to multi-task and work under pressured timelines.
• Bachelor’s degree in Finance, Economics, Accounting, or related field. MBA or CFA is a plus.

• Excellent healthcare package for you and your…