Senior FP&A Manager

Position Overview

Diligent is seeking a highly analytical and business-oriented Senior FP&A Manager to partner with the global Post-Sales organization (Customer Success, Support, Professional Services, and Onboarding). This role will serve as a core financial partner, driving planning, forecasting, investment evaluation, and operational insights that improve Gross Dollar Retention (GDR) and overall post-sales efficiency.

You will collaborate closely with Post-Sales leaders, FP&A, and cross-functional partners to translate strategy into measurable financial and operational outcomes. This is a high-visibility, high-impact role reporting to the Senior Director of Post-Sales Finance & Operations.

Key Responsibilities:

Strategic & Operational Leadership 

• Support BU leadership to translate strategy into an executable operating model, including capacity planning, segmentation, coverage design, service model evolution, process improvement, and KPI frameworks aligned to long-term financial and GDR objectives. 

• Provide analytical support to the BU team on long-range operating model design (role mix, digital/self-serve motions, AI-enabled service models). 

• Evolve the BU KPI framework (leading indicators, performance guardrails, operational diagnostics) and use it to drive disciplined, data-backed decision-making. 

• Standardize processes for investment intake, business cases, and ROI analysis across Commercial, Product, CS, PS, and Marketing. 

• Support the BU GDR improvement roadmap through financial modeling, risk/opportunity identification, and investment evaluation. 

 Planning, Forecasting & Analytics 

• Manage the monthly, quarterly, and annual planning processes, setting credible, data-driven targets and integrating them into the company’s financial model for executive and board review. 

• Deploy AI-enabled forecasting frameworks, including automated variance explanations, scenario modeling, and early-warning risk detection. 

• Evaluate the financial impact of proposed retention initiatives and investments; build models to assess scenario-based impact on GDR. 

• Create and deliver clear, executive-ready financial and operational analyses for the Post-sales leadership team, CFO, and broader leadership teams. 

Systems, Data & AI Enablement 

• Partner with GTM Systems and Data teams to leverage tools such as Snowflake, Tableau, SFDC, and Adaptive to drive automated insights, churn analytics, and scalable capacity planning.. 

• Direct the headcount and resource allocation strategy and planning for BU, ensuring optimal deployment to maximize ROI and achieve long-range goals. 

 Stakeholder Leadership & Execution 

• Deliver timely and accurate executive-level reporting and insights, elevating transparency and accountability across Post-Sales. 

• Build and maintain strong, collaborative relationships across FP&A, Accounting, Sales Ops, HR, Legal, and the broader Diligent leadership community. 

 

Required Experience:

• 10+ years of experience working in a senior financial and strategy & operations role in a complex organization, preferably a SaaS / computer software company. 

• Excellent analytical, financial modeling/ MS Excel, and communication skills; experience with financial analysis and a strong understanding of GTM metrics. 

• Strong financial modeling experience and a willingness to dig into the details. 

• Advanced skill level in ERP financial systems. 

• Experience creating annual plans for a GTM organization from the ground up. 

• Proven ability to establish strategic, high-impact initiatives, defining performance indicators and operational focus. 

• Ability to influence through outstanding interpersonal skills and build collaborative relationships and consensus among, multiple stakeholders with varying points of view.  

• Ability to thrive in a fast-paced, results-oriented, collaborative environment.