Job Details

HighLevel is seeking a Sr. Corporate FP&A Manager to join our growing FP&A team. This is a high visibility, execution-oriented role responsible for supporting the company’s consolidated financial planning, reporting, and investor-facing deliverables.

You’ll play a key role in managing our corporate model, driving our strategic planning process, and delivering accurate and insightful reporting for senior leadership, the Board, and external stakeholders. This position is ideal for someone who thrives in a fast-paced SaaS environment, is detail-obsessed, and takes pride in delivering precise, high-quality work. You will report to the Sr. Director, Corporate FP&A.

What You'll be Doing:

• Manage and enhance the company’s consolidated financial model, maintaining a dynamic, multi-year P&L, cash flow, and balance sheet forecast that underpins strategic and investor planning
• Own and refine key corporate assumptions (e.g., merit, benefits, FX, tax, etc.) and maintain visibility into company-level KPIs such as ARR, GRR, NRR, CAC, and LTV
• Lead the company’s financial planning and forecasting cadence, including monthly forecasts, quarterly updates, and the annual operating plan, ensuring accuracy, insight, and accountability across all functions
• Lead financial reporting for external stakeholders, including recurring investor reporting packages and other committee deliverables
• Prepare high-quality presentations and analyses for the Board of Directors, and other executive audiences that clearly communicate financial performance, trends, and insights
• Own the continuous improvement of FP&A processes and tools, driving automation, efficiency with AI, and accuracy across Abacum, Google Sheets, and Tableau environments
• Partner cross-functionally with Accounting, People, and Strategic Finance teams to ensure alignment across reporting, headcount planning, and performance management
• Deliver ad-hoc analyses and scenario modeling that inform strategic decisions and resource allocation
• Play a key role in pre-IPO readiness, ensuring the accuracy, discipline, and rigor of corporate reporting meets the expectations of public-company stakeholders

What You’ll Bring:

• Bachelor’s degree in Finance, Accounting, Economics, or related field (CPA or MBA a plus)
• 9+ years of progressive experience in FP&A, strategic finance, investment banking, or private equity, ideally within a high-growth SaaS business
• Strong understanding of GAAP and non-GAAP metrics for software companies
• Proven experience managing consolidated P&L, balance sheet, and cash flow forecasts
• Detail-oriented with exceptional analytical and modelling skills; comfortable handling large data sets and complex models
• Excellent communication skills, including experience preparing materials for executive, Board, or investor audiences
• Experience working in a public company environment
• Advanced proficiency in Excel/Google Sheets and experience with next-gen FP&A tools (e.g., Abacum, Pigment) and BI tools (e.g., Tableau) is a plus
• Strong business judgment, intellectual curiosity, and ability to thrive in a fast-paced, high-accountability environment