Sr. Manager, FP&A (Req# 1798)

About SugarCRM

From the very beginning, SugarCRM had a unique vision: to offer a different kind of customer relationship management (CRM) software. We pioneered a solution that easily adapts to customer needs, and now, more than two decades later, we’re on a mission to help sales teams reach their highest potential. 

Our diverse team around the world shares a passion for helping customers succeed. Together, we’re building a culture that values personal and professional growth—and we’re proud to be recognized as a Great Place to Work. We care about work/life balance and flexibility for our employees, and we're proud of how we show up for our customers every day. 

If you're looking to level up your career and help businesses grow better and faster, you’re in the right place. Learn more about SugarCRM careers and how you can be part of our journey.

Where You Fit in

As the Senior Manager of FP&A, you will lead the company’s budgeting, forecasting, and long-term planning processes, provide actionable insights into business performance, variance analysis and support strategic initiatives. You’ll work cross-functionally to build financial models, track KPIs, and provide clear, data-driven insights to guide operational and investment decisions. The finance team fosters a culture of accountability, curiosity, and continuous improvement within the finance team. Reporting to the VP of FP&A and engaging directly with senior leadership, you’ll serve as a strategic partner to help align the finance strategy with the company’s ambitious growth goals. This is a highly analytical, detail-oriented role within a fast-paced, Private Equity–backed SaaS environment, requiring strong financial acumen, system expertise, and collaboration across teams. 

This role operates on a hybrid model, with a mix of remote work and in-office collaboration at our Denver, CO location, specifically, working in-office a minimum of 3 days per week.

• Budgeting and Forecasting 
• Own and lead the quarterly forecasting, annual budgeting, 13-week rolling cash forecast and long-term planning processes, including 3-statement modeling. 
• Own and maintain the company-wide forecasting infrastructure and tools. 
• Provide oversight and leadership across FP&A team members to support business objectives and drive cross-functional collaboration. 
• Partner with function teams to align forecasting inputs, outputs and variance analysis with strategic goals. 
• Financial Analysis and Reporting 
• Own the preparation of monthly, quarterly, and annual financial reports for senior management. 
• Prepare board materials, financial and operational reports, flash reporting and ad hoc analysis for Management, PE sponsors and lenders. 
• Design and maintain dashboards for visibility into ARR, CAC, LTV, ROI and other SaaS KPIs. 
• Use financial models to conduct scenario analysis. 
• Analyze financial data, including revenue performance, opex and KPIs to provide actionable recommendations. 
• Systems and Tools Management 
• Serve as Adaptive Planning and OfficeConnect superuser, leading tool optimization and adoption to scale the FP&A function. 
• Ensure data integrity and system performance to support monthly, quarterly, and long-term planning. 
• Assist in automating and streamlining financial reporting and other Finance-related processes. 

• 7+ years of progressive experience in FP&A. 
• Proven experience in SaaS metrics, business models, and value creation levers. 
• Experience with financial systems and BI tools, including Adaptive Insights. 
• Strong financial 3-statement modeling and forecasting experience. 
• Strong analytical and problem-solving skills, with the ability to provide actionable insights from complex data. 
• Ability to thrive in a fast-paced, dynamic, and results-oriented environment. 
• Exceptional communication and presentation skills, with experience presenting to senior management. 
• Exceptional attention to detail and passion for accurate, high-quality work. 
• A high sense of urgency, ability to multi-task and work under pressured timelines. 
• Bachelor’s degree in Finance, Economics, Accounting, or a related field. MBA or CFA is a plus. 

We understand that no candidate is perfectly qualified for any job. Experience comes in different forms; many skills are transferable; and passion goes a long way. Even more important than your resume is a clear demonstration of dedication, impact, and the ability to thrive in a fluid and collaborative environment. We want you to learn new things in this role, and we encourage you to apply if your experience is close to what we’re looking for. We also know that diversity of background and thought makes for better problem solving and more creative thinking, which is why we're dedicated to adding new perspectives to the team.

Benefits and Perks:

Beyond a stellar work environment, friendly people, and inspiring work, we have some sweet benefits and perks:

·       Excellent healthcare package for you and your family

·       Savings and Investment – 401(k) match

·       Unlimited Paid Time Off

·       Paid Parental Leave

·       Online Legal Services (Rocket Lawyer)

·       Financial Planning Services (Origin)

·       Discounted Pet Insurance (Embrace Pet Insurance)

·       Corporate Benefit Program (Working Advantage).  This benefit offers you exclusive travel and entertainment offers and special discounts that are not available to the general public

·       Health and Wellness Reimbursement Program

·       Travel Discounts

·       Educational Resources - Career & Personal Development Program

·       Employee Referral Bonus Program

·       We are a merit-based company - many opportunities to learn, excel and grow your career!

If you require a reasonable accommodation to search for a job opening or submit an application, please call +1 (877) 842-7276 with your request and contact information.

Our company uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit www.dhs.gov/E-Verify.

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