Financial Planning and Analysis (FP&A) Manager at Banyan Software | Toronto, Canada | Rezi

Financial Planning and Analysis (FP&A) Manager at Banyan Software

Financial Planning and Analysis (FP&A) Manager

Banyan Software · Toronto, Canada

6 days ago

Financial Planning and Analysis (FP&A) Manager

Banyan Software · Toronto, Canada

6 days ago
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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 role is for someone energized by the opportunity to shape how AI and automation transform financial insights across a rapidly expanding, global, and decentralized portfolio. You will combine strong analytical rigor with a builder's mindset, designing scalable processes and modern tooling while translating complex financial signals into actionable insights.

Responsibilities

  • Support the end-to-end budget and forecasting process, ensuring efficiency, transparency, and alignment 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.
  • 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.
  • 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.
  • Build trusted relationships with Operating Group leaders and HQ stakeholders, translating financial data into insights that drive performance.

Requirements

  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • 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.

Skills

  • AI tools
  • Automation
  • BI platforms
  • Financial modeling
  • Analytical skills
  • Communication skills
  • NetSuite
  • Forecasting models
  • Scenario planning
  • Sensitivity analyses

Location

  • Atlanta

Work Type

  • Full-time

Experience Level

  • 4+ years

Education Level

  • Bachelor's degree

About the Company

  • 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.

Equal Opportunity

  • 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.