Senior Manager, Financial Planning & Analysis

ZoomInfo ZoomInfo · Enterprise · Bethesda, MD · 838 Finance - Finance

This role is for a Senior Manager of Financial Planning & Analysis who will own budgeting, forecasting, and financial partnership with ELT. The role involves building systems, including leveraging agentic workflows and AI-assisted tools to automate recurring workstreams, and partnering cross-functionally to optimize financial outcomes. The ideal candidate has expert financial modeling skills, business fluency in SaaS economics, executive presence, high EQ, and AI fluency.

What you'd actually do

  1. Own the AOP and monthly/quarterly forecasts across all assigned functions, from bottoms-up budget builds to ELT-ready output.
  2. Be the financial thought partner functional leaders actually want to call - proactively surfacing risks, opportunities, and the implications of strategic choices before they become surprises.
  3. Lead monthly business reviews with sharp variance analysis and a clear point of view, not just a slide of numbers.
  4. Build dynamic models covering headcount, OpEx and unit economics.
  5. Build and support GM-level business model work, including investment analysis, scenario planning, and beyond.

Skills

Required

  • Expert financial modeling skills
  • Excel mastery
  • SaaS and consumption-based economics
  • Executive Presence
  • High EQ
  • AI Fluency

Nice to have

  • Systems/coding expertise
  • MBA or CPA

What the JD emphasized

  • AI-embedded systems handle the routine
  • leveraging agentic workflows and AI-assisted tools to automate the recurring workstreams
  • Expert financial modeling skills
  • Excel mastery is non-negotiable
  • AI Fluency