Senior Manager, Financial Planning & Analysis - Sales & Marketing

About the Role

Key Responsibilities

• Serve as the primary Finance business partner for the Sales and Marketing organizations, building strong relationships within those teams and across Finance to provide financial guidance and support strategic decision-making.
• Lead the development of annual budgets, long-range strategic plans, and monthly forecasts for the Sales and Marketing functions, including detailed headcount planning, departmental operating expense analysis, and return on investment analysis of marketing program spend.
• Partner with Revenue Operations to design, model, and manage the annual sales quota setting process, analyzing historical performance and market potential to ensure quotas are ambitious yet achievable.
• Collaborate with the entire FP&A team on creating and maintaining the consolidated company financial model.
• Develop and maintain scalable processes to enhance visibility into financial forecasts and performance, collaborating with teams across the business to maximize predictability.
• Drive special projects and conduct ad-hoc analyses to support decision making, including new products, marketing program spend, and other growth initiatives.
• Prepare presentations and analysis for senior Finance leadership and Appian's executive team.
• Participate in special projects and initiatives as required.

Requirements

• 1+ years of progressive FP&A within the enterprise software industry, ideally across both high-growth SaaS companies and larger public companies.
• Expertise in partnering with Sales and Marketing leadership on performance management, quota setting, and compensation design, with a strong understanding of SaaS go-to-market models.
• Excellent analytical, problem-solving, and organizational skills.
• Strong communication and interpersonal skills, with the ability to effectively interact with all levels of the organization and external stakeholders.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Expertise in leveraging Anaplan for advanced financial modeling and scenario planning.
• Exceptional modeling and analytical skills, with fluency in planning tools like Excel, Power BI, and Tableau.
• High comfort level operating in dynamic, ambiguous environments with a bias toward execution and results.
• Bachelor's degree in Finance, Economics, Accounting, or related discipline.

Nice to Have

• Experience with SaaS go-to-market models.
• Experience in high-growth SaaS companies and larger public companies.
• Proficiency in planning tools such as Power BI and Tableau.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, or related discipline.

Benefits & Perks

• Training and development during onboarding with department-specific training.
• Continuous learning opportunities through mentorship and Appian University.
• Leadership programs for new and aspiring managers.
• Tuition reimbursement for further education.
• Inclusive community with employee-led affinity groups.