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Manager, Corporate Financial Planning and Analysis (Fintech/SaaS)

certify, inc. Addison, TX

See all open roles at certify, inc.

Ghost-risk verdict

Some ghost-posting signals

  • open for 45 days (30+ days starts to look stale)
  • 45 open roles at this company in 30 days (mass-hiring blitz)
  • no salary disclosed (correlates with ghost postings)

How we score ghost risk →

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About the role

What you will do

Build and own financial models for strategic initiatives including new product launches, market expansion, build-vs-buy decisions, and operational transformation programs

Lead the financial analysis supporting investment cases and business cases presented to the ELT, board, and PE sponsor, including scenario modeling and sensitivity analysis

Develop and maintain the company’s long-range financial plan that reflect business strategy and investor return frameworks

Translate complex financial analysis into clear, structured narratives suitable for board-level and investor consumption

Partner with the Senior Director, FP&A and functional finance leads to integrate business unit intelligence into strategic financial models

Collaborate with GTM, Product, and Operations leadership on investment prioritization, resource allocation, and performance management frameworks

Support M&A diligence or integration activities as needed, including financial due diligence, synergy modeling, and integration cost analysis

Manage and develop the Lead Financial Analyst, providing day-to-day direction, coaching, and quality oversight on analytical work product

Establish strong analytical standards and modeling hygiene within the strategic finance function

What you will bring

Bachelors Degree in Finance preferred OR equivalent proven work experience

6+ years of progressive finance experience, including FP&A and/or investment banking, corporate development, or private equity

2+ years of experience in a leadership role

Demonstrated ability to build sophisticated, data driven financial models

Experience developing board-level or investor-facing financial presentations, including narrative construction and executive communication

Strong command of SaaS financial metrics and business model mechanics: ARR, NRR, CAC/LTV, Rule of 40, unit economics

Exceptional financial storytelling skills — the ability to move fluidly between the model and the narrative, connecting numbers to business strategy

Proven ability to manage competing priorities and deliver high-quality work product in a fast-paced environment

High degree of independent judgment; comfortable challenging assumptions and presenting findings to senior leadership

Strong organizational skills and ability to manage multiple projects simultaneously

Excellent communication skills, both written and oral

Exceptional financial acumen combined with strong analytical skills

Financial acumen combined with strong analytical skills

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