Financial Planning & Analysis Manager

About Blossom

Blossom is a U.S.-based company with over two decades of experience committed to improving the satisfaction of credit unions and their members. We focus on developing next-generation technology solutions tailored for credit unions, integrating both software and hardware product lines.

Role Overview

We are seeking a meticulous and inquisitive Financial Planning & Analysis Manager to join our fintech venture. This position involves ownership of budgeting, forecasting, and pricing activities in a SaaS or technology environment. As the first dedicated FP&A hire outside core accounting, you will manage critical financial models and forecasting processes, driving rigor and structure in a dynamic and evolving setting. Reporting directly to leadership, this role demands independent operation, close collaboration with Sales, Product, and Accounting teams, and the ability to present complex analyses in a concise manner for executive decision-making.

Key Responsibilities

• Develop, own, and refine the company’s comprehensive financial model encompassing multiple revenue streams.
• Construct and update the annual operating plan (AOP) and rolling forecasts for both P&L and cash flow, including conducting scenario and sensitivity analyses.
• Manage the direct cash flow forecasts on an ongoing basis.
• Lead monthly variance analysis comparing actual results to budgets and forecasts, identifying key drivers and suggesting corrective actions.
• Enhance data quality, forecasting methods, and the FP&A infrastructure as the department is established.
• Collaborate with department heads on operational expense and headcount planning and manage budget-to-actual performance reviews.
• Produce regular reports for management, board members, and investors, covering SaaS metrics such as ARR/MRR, ACV, gross margin by product, and NRR.
• Work closely with Product, Sales, and Finance teams to assess new product introductions, packaging, and enterprise deal structures.
• Lead the product pricing process, organize pricing committee sessions, develop pricing recommendations, and communicate approvals (final decisions made by CFO and leadership).
• Create and maintain pricing models for diverse product lines including SaaS subscriptions, perpetual licenses, hardware, and bundled professional services.
• Analyze pricing flexibility, discount trends, win/loss data, and benchmark against competitors.
• Provide pricing guidance and deal support for significant or complex credit union accounts.
• Ensure pricing approaches comply with ASC 606 standards in collaboration with accounting.
• Standardize pricing approval processes and documentation.

Required Skills and Qualifications

• Advanced financial modeling expertise, including mastery of Excel or Google Sheets and management of complex operating models.
• Proven experience in building and maintaining P&L and cash flow forecasts within SaaS or technology firms.
• Comfort thriving in an ambiguous, quickly evolving environment with imperfect data and limited supervision.
• Exceptional analytical skills paired with clear communication capabilities, able to convert detailed analysis into compelling executive summaries.
• Strong team player with collaboration experience across Product, Sales, and Finance departments.
• Demonstrated commercial insight and enthusiasm for pricing strategies and monetization.
• Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative discipline.
• Four to seven years of professional experience in FP&A, pricing, or strategic finance, preferably within SaaS or technology sectors.

Preferred Qualifications

• Experience with pricing models encompassing both software and hardware product categories.
• Familiarity with ASC 606 compliance related to bundled software/hardware offerings.
• Background in deal desk or commercial finance handling complex, multi-part transactions.
• Knowledge of fintech, financial services software, or credit union/banking technology domains.
• Proficiency with FP&A software platforms (e.g., Mosaic, Planful, Anaplan) and BI tools such as Tableau, Looker, or Power BI.
• Possession of an MBA or CFA credential.

Benefits

• Work entirely remotely with flexible arrangements.
• Receive mentorship from seasoned professionals in product management and banking.
• Engage in multicultural collaboration with teams located in Colombia and the United States.
• Gain authentic exposure to the U.S. financial market.
• Opportunity for growth into senior product management or leadership positions as the company and product expand.