Manager, FP&A

Reports To: Manager, Financial Planning & Analysis (FP&A) 

As Manager of FP&A, you’ll play a pivotal role in shaping how the business understands performance, plans for the future, and makes informed decisions. You’ll partner closely with leaders across the organization, translate complex financial data into clear insights, and help evolve how modern FP&A teams use analytics and AI to drive smarter, faster outcomes. 

This role is ideal for someone who enjoys combining financial rigor with curiosity, collaboration, and innovation. 

 What You’ll Do 

• Lead core FP&A activities, including annual budgeting, rolling forecasts, and long‑range financial planning. 
• Prepare and deliver clear, accurate board‑level reporting, including executive summaries, key metrics, and forward‑looking insights. 
• Own variance analysis across actuals, budget, and forecast; identify trends, risks, and opportunities, and communicate drivers in a concise, actionable way. 
• Partner with business leaders to support decision‑making through scenario modeling, financial analysis, and performance tracking. 
• Develop and maintain financial models that support strategic initiatives and operational planning. 
• Leverage SQL and Power BI to analyze large datasets, build dashboards, and improve the accessibility and usability of financial insights. 
• Help define and evolve how the FP&A function uses automation, advanced analytics, and AI‑enabled tools to improve efficiency, accuracy, and insight generation. 
• Mentor and support team members by sharing best practices, providing constructive feedback, and fostering a collaborative, inclusive team environment. 
• Continuously improve FP&A processes, documentation, and controls to support scale and clarity. 

What You Bring 

• Experience in FP&A, finance, or a related analytical role, with exposure to budgeting, forecasting, and variance analysis. 
• 4-6 years of progressive FP&A experience, with at least 2 years in a SaaS technology business  
• Demonstrated ability to prepare or contribute to executive or board‑level financial reporting. 
• Strong analytical skills, with experience using SQL to query data and Power BI (or similar tools) to create dashboards and visualizations a plus. Comfortable with large datasets and loves digging into data 
• Export-level financial modeling skills – you build models from scratch and have experience with FP&A systems  
• Comfort translating complex financial concepts into clear, relevant insights for non‑finance partners. 
• Interest in and curiosity about AI and emerging technologies, with a desire to help shape how they are responsibly and effectively applied within FP&A. 
• Collaborative working style and experience partnering cross‑functionally (e.g., with Operations, Product, Sales, or Technology teams). 
• Clear written and verbal communication skills, with attention to accuracy and context. 
• A growth mindset—open to learning, feedback, and continuous improvement. 

We encourage candidates to apply even if they do not meet every qualification listed. Skills can be developed, and diverse experiences are valued.  

Why This Role Matters 

FP&A is central to how the organization understands its performance and plans for what’s next. In this role, you’ll help leadership make informed decisions, bring clarity to complexity, and influence how the finance function evolves—particularly as data, automation, and AI reshape the FP&A landscape.  

Teams You’ll Collaborate With 

• Executive Leadership and Board stakeholders 
• Accounting and Finance 
• Operations and Business Unit Leaders 
• Data, Analytics, and Technology partners 

What Makes This Role Appealing 

• Opportunity to shape how FP&A operates today and evolves for the future 
• High visibility and meaningful exposure to executive and board stakeholders 
• A collaborative environment that values diverse perspectives and thoughtful problem‑solving 
• Room to innovate, improve processes, and explore responsible use of AI in finance  

Success Looks Like 

• Timely, accurate forecasts and budgets that leadership trusts 
• Clear, insightful board and executive reporting 
• Strong business partnerships built on credibility and collaboration 
• Improved efficiency and insight through better use of data, tools, and automation 

Work Location & Flexibility: 

We are headquartered in Washington, D.C., and this role is eligible for remote work from the following states: AR, AZ, CA, CO, CT, D.C., DE, FL, GA, IL, IN, KS, KY, MA, MD, MI, MN, NC, NH, NJ, NY, OH, OR, PA, SC, TX, VA, WA, WI, WY. If you live outside these states, unfortunately we’re not able to consider your application at this time.

About Casepoint: 

Casepoint empowers government agencies and enterprises to discover, secure, and activate defensible insights with confidence across their most critical legal, regulatory, and compliance workflows. From global enterprises to major federal agencies, including the Department of War, organizations rely on Casepoint to unify legal hold, eDiscovery, investigations, FOIA, regulatory, and compliance response together in one secure platform.

Built on an award-winning, cloud-native foundation with FedRAMP® High and DOD Impact Levels 5 (IL5) and 6 (IL6) authorizations, Casepoint combines purpose-built workflows with transparent, auditable AI and advanced analytics to help teams move faster, reduce risk, and maintain control under scrutiny. Through long-term partnership and responsive support, Casepoint works alongside customers to strengthen operations over time, ensuring lasting control, custody, and confidence in their data. For more information, visit www.casepoint.com.

Casepoint is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or any other protected characteristic.