FP&A Manager

Company Description

PG Forsta is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understand and meet the needs of their key stakeholders. Our earliest roots are in U.S. healthcare -perhaps the most complex of all industries. Today we serve clients around the globe in every industry to help them improve the Human Experiences at the heart of their business. We serve our clients through an unparalleled offering that combines technology, data, and expertise to enable them to pinpoint and prioritize opportunities, accelerate improvement efforts and build lifetime loyalty among their customers and employees.

Like all great companies, our success is a function of our people and our culture. Our employees have world-class talent, a collaborative work ethic, and a passion for the work that have earned us trusted advisor status among the world's most recognized brands. As a member of the team, you will help us create value for our clients, you will make us better through your contribution to the work and your voice in the process. Ours is a path of learning and continuous improvement; team efforts chart the course for corporate success.

Our Mission:

We empower organizations to deliver the best experiences. With industry expertise and technology, we turn data into insights that drive innovation and action.

Our Values:

To put Human Experience at the heart of organizations so every person can be seen and understood.

• Energize the customer relationship:Our clients are our partners. We make their goals our own, working side by side to turn challenges into solutions.
• Success starts with me:Personal ownership fuels collective success. We each play our part and empower our teammates to do the same.
• Commit to learning:Every win is a springboard. Every hurdle is a lesson. We use each experience as an opportunity to grow.
• Dare to innovate:We challenge the status quo with creativity and innovation as our true north.
• Better together:We check our egos at the door. We work together, so we win together.

To work #bettertogether, we operate with a hybrid working model. For those near a hub location, we gather in our office locations three days a week (Tuesday, Wednesday, Thursday). For the remaining days, we work from home.

The Financial Planning & Analysis Manager will play a pivotal role in shaping the financial strategy of Press Ganey. Reporting to the VP of Financial Planning and Analysis, this position will lead individual business units in budgeting, forecasting, and performance analysis in a dynamic SaaS healthcare environment. The ideal candidate will thrive in a PE-backed setting, delivering actionable insights to optimize ARR, manage burn rate, and support M&A diligence, all while partnering with cross-functional teams and PE stakeholders.

Key Responsibilities

• Budgeting & Forecasting: Own the annual budgeting process and monthly/quarterly forecasting, incorporating SaaS metrics (ARR, MRR, churn, CAC, LTV)
• Financial Modeling: Build and maintain sophisticated models to project revenue, expenses, and cash flow, including scenario analysis for growth initiatives, pricing strategies, and PE exit scenarios.
• Performance Analysis: Analyze financial and operational KPIs, providing variance analysis and recommendations to leadership on cost control, revenue optimization, and profitability.
• PE Reporting: Prepare board decks, investor updates, and ad-hoc analyses for PE sponsors, ensuring alignment with their ROI and EBITDA targets.
• Strategic Partnership: Collaborate with Sales, Product, and Operations teams to align financial plans with go-to-market strategies, product launches, and healthcare regulatory shifts.
• M&A Support: Assist in due diligence, valuation, and integration planning for potential acquisitions or partnerships, a key focus in our PE-backed growth strategy.
• Systems & Processes: Leverage SaaS tools (e.g., Workday, Adaptive Insights, PowerBI) to streamline FP&A processes, enhance data accuracy, and drive automation.
• Ad-Hoc Analysis: Provide insights on capital allocation, pricing adjustments, and market expansion, balancing healthcare industry nuances with SaaS scalability.

Qualifications

• Education: Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
• Experience:
  • 5+ years of FP&A experience, ideally in a SaaS or tech-driven company.
  • 2+ years in PE-backed environments (preferred).
  • Proven track record supporting high-growth firms with $20M+ ARR.
• Skills:
  • Expertise in SaaS metrics (ARR, MRR, churn, CAC-to-LTV ratio) and financial modeling.
  • Strong grasp of healthcare economics (e.g., payer mix, regulatory impacts).
  • Advanced Excel skills; proficiency in FP&A tools (e.g., Adaptive Insights, Workday, Power BI).
  • Experience with PE reporting and investor relations a plus.
• Attributes:
  • Analytical mindset with a bias for actionable insights.
  • Comfortable in a fast-paced, ambiguous environment typical of PE-backed SaaS firms.
  • Excellent communicator, able to distill complex data for non-financial stakeholders.

Preferred Qualifications

• Experience scaling FP&A functions in a Private Equity environment.
• SaaS Focus: Emphasizes ARR, churn, and CAC-core to SaaS finance-while avoiding generic manufacturing metrics.
• PE Context: Highlights investor reporting and M&A, reflecting PE priorities like unit economics and storytelling
• Tone: Professional yet approachable, mirroring a high-growth tech firm's culture.

Don't meet every single requirement?Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Press Ganey we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Additional Information for US based jobs:

Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce. We do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, veteran status, and basis of disability or any other federal, state, or local protected class.

Pay Transparency Non-Discrimination Notice - Press Ganey will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

The expected base salary for this position ranges from $115,000-$135,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus or commission tied to achieved results.

All your information will be kept confidential according to EEO guidelines.

Our privacy policy can be found here:https://www.pressganey.com/legal-privacy/