Financial Planning and Analysis (FP&A) Manager

Banyan Software is the best permanent home for software businesses that serve specialized industries their employees and their customers. We are on a mission to acquire build and grow great companies worldwide helping them modernize through shared AI expertise and operational discipline. The Banyan Software Foundation endowed with $100 million in Banyan stock leverages technology to build a greener and more equitable world. Banyan is Great Place to Work Certified a five-time Inc. 5000 honoree and a top 10 company on the Deloitte Technology Fast 500. Founded in 2016 and headquartered in Atlanta Banyan operates more than 100 portfolio companies across North America the UK EU and APAC.

About the Role

Banyan Software is seeking a hands-on forward-thinking Manager FP&A to help build the next generation of our financial planning and analysis capabilities. This is a role for someone energized by the opportunity to shape how AI and automation transform the way financial insights are created communicated and operationalized across a rapidly expanding global and decentralized portfolio.

Reporting into FP&A leadership you will combine strong analytical rigor with a builders mindsetrolling up your sleeves to design scalable processes and modern tooling while helping translate complex financial signals into actionable insights. The ideal candidate is excited about the future of finance and wants to be at the forefront of using AI to make FP&A faster smarter and more impactful.

Key Responsibilities:

Planning Budgeting & Forecasting

• Support the end-to-end budget and forecasting process ensuring it is efficient transparent and aligned with organizational priorities.
• Build and enhance forecasting models including scenario planning and sensitivity analyses to improve accuracy speed and decision quality.
• Help maintain a consistent planning cadence across decentralized Operating Groups while preserving local ownership.

AI Automation & Systems

• Identify and implement opportunities to automate recurring reporting forecasting and analytical workflows using AI and modern tooling.
• Leverage NetSuite and connected BI tools to strengthen data integrity streamline workflows and reduce manual effort.
• Partner with technology teams and vendors to pilot and scale AI-driven forecasting and reporting capabilities.
• Help establish and enforce standards for data consistency KPI definitions and reporting hygiene across the portfolio.

Reporting & Analytics

• Prepare clear timely and actionable management reporting across customer product and market dimensions.
• Deepen visibility into unit economics retention profitability and other key performance drivers.
• Deliver forward-looking analysis that surfaces trends risks and opportunities to enable faster more informed decisions.

Business Partnership

• Build trusted relationships with Operating Group leaders and HQ stakeholders translating financial data into insights that drive performance.

Qualification for Success:

• Bachelors degree in Finance Accounting Economics or a related field; CFA CPA or MBA a plus.
• 4 years of progressive FP&A experience ideally in high-growth and/or multi-entity software environments.
• Demonstrated interest in and experience with AI tools automation or BI platforms to improve financial processes.
• Excellent financial modeling analytical and communication skills.
• A self-starter who thrives in a decentralized environment and can dive into complexity while driving practical outcomes.

Diversity Equity Inclusion & Equal Employment Opportunity at Banyan: Banyan affirms that inequality is detrimental to our Global Teams associates our Operating Companies and the communities we serve. As a collective our goal is to impact lasting change through our actions. Together we unite for equality and equity. Banyan is committed to equal employment opportunities regardless of any protected characteristic including race color genetic information creed national origin religion sex affectional or sexual orientation gender identity or expression lawful alien status ancestry age marital status or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit qualifications experience ability and job performance.

Please Note: Banyan Software does not accept unsolicited resumes or applications submitted via email LinkedIn or other direct channels. All candidates must apply through our official Careers site to be considered for employment. Applications submitted outside of our applicant tracking system will not be reviewed.

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