Manager, Financial Planning and Analysis

Job Description – Manager, Financial Planning and Analysis

Reports To: CFO

Department: Finance

Location: Remote

Role Type: Full-Time

Summary

AxisCare is seeking a Manager of Financial Planning and Analysis to join our growing Finance team. This remote role will be responsible for driving all financial planning, budgeting, forecasting, and analysis functions, reporting directly to the CFO. This role requires a commercial mindset, strong financial modeling skills, and the ability to translate complex financial data into actionable insights for the management team while supporting the company's continued high growth as a leading SaaS provider in the home care industry.

Note: This position is open only to candidates located in the Central or Eastern Time Zones.

Job Duties

• Financial Planning & Analysis: Lead the annual budgeting, long-range financial planning, and rolling forecasting processes, utilizing operational drivers and key SaaS metrics (bookings, headcount, etc.).

• Reporting & Dashboards: Prepare and present comprehensive financial reports and dashboards for internal management and external stakeholders (investors), including detailed variance analysis of actual performance vs. budget and prior periods.

• SaaS Metrics & Modeling: Develop and maintain complex financial models, including ARR roll-forward models, to understand gross and net retention, LTV:CAC ratios, churn rate, and the Rule of 40.

• Strategic Business Partnering: Collaborate with cross-functional leaders (Sales, Marketing, Product, etc.) to align financial plans with strategic objectives, provide financial insights, and guide decision-making.

• Cash Management: Review and assist with cash management, including the development of monthly and 13-week cash flow forecasts to ensure adequate liquidity and capital planning.

• Process Improvement: Drive continuous improvement in financial processes, systems (e.g., transitioning from spreadsheets to a dedicated FP&A tool), and reporting capabilities to enhance efficiency and accuracy.

Minimum Qualifications (Knowledge, Skills and Abilities)

• Experience: 5+ years of progressive experience in FP&A, preferably within a private equity-backed or high-growth SaaS environment.

• Education: A bachelor's degree in Finance, Accounting, or a related highly analytical field is required; an MBA or professional certification (CPA, CFA) is a plus.

• Technical Skills: Advanced expertise in Microsoft Excel and financial modeling is essential. Proficiency with financial planning software and data visualization tools (e.g., Tableau, Power BI) is highly valued.

• Analytical Abilities: Strong analytical and problem-solving skills with an ability to interpret complex financial data and identify trends, risks, and opportunities.

• Leadership: Experience supervising or mentoring staff. Interested in building a world class FP&A team.

• Communication: Excellent communication and presentation skills, with the ability to effectively communicate complex financial concepts to non-financial stakeholders and senior leadership.

• PE Mindset: A results-oriented, proactive approach with the ability to operate in a dynamic, high-pressure environment and focus on value creation

Working Conditions

• Manual dexterity required to use desktop computer and peripherals

• Utilization of phone, other software needed/required and email to perform job functions

Compensation and Benefits

• Competitive salary and comprehensive benefits package.

• Opportunities for professional growth and career development.

• Flexible work arrangements, including remote work options.

• Health, dental, and vision insurance.

• 401(k) plan with company matching.

• Company will provide laptop and other needed computer equipment.

About AxisCare

According to Pew Research, roughly 10,000 baby boomers turn 65 every day, and the American Society on Aging calculated that an American has a 70% chance of needing help with activities of daily living such as dressing, bathing, hygiene, etc. This has led to an unprecedented increase in Home Care agencies in the U.S. and abroad who strive to help those who have difficulty helping themselves, specifically offering non-medical (also referred to as non-skilled) services to seniors in their homes.

AxisCare was started in 2011 by industry leaders to help meet the demand for a more user-friendly and mobile-compatible solution. Our product is a web-based management platform that helps agencies manage CRM and marketing, Caregiver/Client scheduling, billing, payroll and much more. Headquartered in Waco, TX, AxisCare has clients in all 50 states as well as 6 other countries We are a fast-growing company seeking high-performing individuals looking for a fast-paced, autonomous working environment. We are an Equal Opportunity Employer and comply with ADA regulations as applicable.