FP&A Manager
About the Role We’re looking for an FP&A Manager to support Kuali’s budgeting and forecasting process and ensure leaders have clear, accurate insights to guide decision-making. As Kuali’s FP&A Manager, you will lead the annual budgeting process, quarterly forecasts, and long-range strategic planning initiatives. You will develop and maintain detailed financial models to support business planning, scenario analysis, and strategic initiatives. You will also develop and maintain financial reports, prepare executive level presentations with clear, data driven insights, prepare monthly financial reporting including PE metrics, and analyze performance against budget and relevant benchmarking targets. You’ll play a key role in helping the organization understand what’s driving financial outcomes, supporting strategic initiatives, and identifying opportunities for operational improvement. This role is fully remote. Who are we?
Kuali builds software solutions for higher education. We help our customers — colleges & universities — focus on providing a fantastic education to students by decreasing their administrative costs. We work in a competitive space, ripe for innovation, with users ready to be delighted. We are poised for high growth.
Our Culture
As a company, we are guided by our cultural values: - Iterate to evolve
- Cultivate openness
- Act with accountability
- Assume the best
- Practice humility
- Deliver amazing experiences
- Drive outcomes
At Kuali, we learn from and teach each other, we practice transparency and empathy, we delight in delivering value to our customers, and we WIN!
We’ve embraced distributed work for years—it’s part of who we are. Many of our employees work remotely across the U.S., from Massachusetts to Sacramento, while others collaborate in person at our office locations. We’re intentional about creating a healthy, connected culture, wherever you work.
What you’ll be responsible for - Collaborating with department managers as you lead the annual budget process
- Owning and reporting on key SaaS metrics including MRR, ARR, CAC, LTV, churn rates, net revenue retention
- Tracking and reporting on PE relevant metrics including EBITDA, cashflow generation, revenue growth rates, and capital efficiency
- Collaborating with PE stakeholders on performance tracking of our value creation initiatives
- Creating timely, accurate financial reports that provide clear insights to leadership
- Analyzing financial performance versus budget and identifying drivers behind variances
- Partnering closely with the Controller to research, interpret, and explain differences between expected and actual results
- Building short- and long-term financial forecasts using historical and current data
- Meeting regularly with department managers to discuss monthly variances and ensure shared understanding
- Driving process improvements and automation to increase efficiency and accuracy.
- Performing ad-hoc FP&A analysis to support leadership questions and strategic decisions
About you - You align with Kuali’s values: Kuali’s values resonate with you, and you embrace them not just as ideals but as everyday practices. You communicate transparently, assume positive intent, learn from mistakes, collaborate generously, and approach challenges with curiosity and humility. You bring these values into your interactions, decision-making, and approach to work.
- You’re a resourceful executor: You turn broad goals into actionable steps and follow through reliably. You know how to gather the information you need, ask clarifying questions, and keep work moving even when details are still emerging.
- You’re calm under pressure: You handle shifting priorities and ambiguity with clarity and resilience. You break complex problems into manageable steps, maintain accuracy under deadlines, and communicate openly about risks, dependencies, and changes.
- You’re collaborative and influential: You build trust quickly and communicate financial information in ways that are accessible and supportive. You partner effectively with colleagues at all levels helping them interpret insights and make informed decisions.
- You’re organized and detail-oriented: You manage multiple deadlines without losing sight of accuracy. You maintain clear, well-structured financial documentation, ensure data integrity, and double-check your work to deliver reliable reports, forecasts, and analyses.
- You thrive in a remote environment: You communicate proactively, keep stakeholders aligned, and use digital tools effectively. You’re comfortable asking questions, sharing updates, and building strong working relationships across distributed teams.
- You take ownership: You’re comfortable being the point person for financial questions, driving clarity, improving processes, and making informed recommendations. You don’t wait for direction when something looks off — you investigate, communicate, and help resolve it.
You may be a good fit if you have: - BS in Finance/Accounting or equivalent experience
- 7+ years of progressive experience in FP&A, financial analysis, or similar roles
- Experience creating financial reports and dashboards
- Experience with budgeting and forecasting
- Experience conducting variance analyses and communicating performance insights
- Strong command of SaaS-specific KPIs (MRR/ARR. CAC/LTV ratios)
We'd be delighted if you also have: - Experience in B2B SaaS companies with multi-year contracts
- Experience supporting M&A activities or integration projects
- Experience in investment banking or PE backed organizations
Perks - The opportunity to work to together with smart, passionate people to build a high growth, highly profitable SaaS company
- Flexible remote work with no expectation of returning to an office setting
- A truly exceptional benefits package, including 100% company-paid medical and dental insurance
- 100% 401(k) matching up to 4%
- Paid Maternity/Parental leave
- Flexible PTO — no accrual limits, no ‘use it or lose it.’ Just work with your manager to make sure the team’s covered, and take the time you need to recharge.
- Encouragement and support for ongoing learning and skill development
- Recognition platform to celebrate contributions with meaningful incentives
- Company retreats to connect, recharge, and collaborate
At Kuali, we value and respect individuals from all backgrounds, recognizing that a rich tapestry of experiences and perspectives fuels our success as a company and enriches our collective human experience.
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