Job Description

Company Overview: 

Baxter Planning is a fast-growing, private equity-backed software business focused on delivering innovative solutions in the service supply chain market. We are committed to driving operational excellence and strategic growth as we continue to expand our market presence. As we scale, we are looking for a dynamic Manager of FP&A to join our finance team and play a pivotal role in shaping our financial strategy and partnering with the Company to deliver continued disciplined growth.  

Position Overview: 

The Manager of FP&A will lead the financial planning, budgeting, forecasting, analysis, reporting, and business partnering efforts, providing key insights to the executive team to drive business decisions. This role is crucial for ensuring the company meets its financial goals and objectives, with a focus on long-term growth and profitability. The ideal candidate will have a strong background in software industry financials, experience in private equity environments, and the ability to thrive in a fast-paced, high-growth setting. 

Key Responsibilities: 

• Lead the annual budgeting and quarterly forecasting processes to ensure accuracy and alignment with strategic goals. 
• Working closely with accounting during the monthly and quarterly financial reporting efforts including coordinating Monthly & Quarterly Business Reviews, conducting variance analyses, and preparing executive summaries.  
• Serve as a Business Partner to Business Units to build their annual budgets and forecasts, reforecasts, and analyze financial and operational results to better understand Business Unit performance. 
• Support Board of Director and Lender presentations and strategic initiatives related to the business. 
• Provide insightful financial analysis, reporting, and ad-hoc analysis to our private equity partners. 
• Monitor and analyze key financial metrics, providing recommendations to improve financial performance and operational efficiency. 
• Drive the implementation of best practices in financial planning, reporting, and analysis, leveraging technology and automation where possible. 

Qualifications: 

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred. 
• 5+ years of experience in Finance and/or FP&A role within a software or technology company. 
• Experience working in a private equity-backed environment is strongly preferred. 
• Strong analytical and financial modeling skills, with proficiency in Excel and financial software (e.g., NetSuite, Salesforce.com). 
• Proven ability to develop and implement financial strategies that drive business growth. 
• Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders. 
• Experience with M&A and post-acquisition integration is a plus. 
• Detail oriented, self-motivated, and an excellent creative problem solver, with a proven ability to successfully manage multiple streams of work in a challenging and dynamic environment. 

Benefits: 

• Competitive salary and performance-based bonuses. 
• Comprehensive benefits package, including health, dental, and vision insurance. 
• 401(k) plan with company match. 
• Opportunities for professional development and career growth. 

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