CBIZ Talent Solutions
Financial Planning and Analysis Supervisor
CBIZ Talent Solutions, San Francisco, California, United States, 94199
Financial Planning and Analysis Supervisor
Direct message the job poster from CBIZ Talent Solutions
Duration:
Interim / Contract (with potential for extension or conversion)
About the Company
Our client is a rapidly growing global SaaS company with operations in the U.S., Canada, and Singapore, specializing in a mobile-first HR and payroll platform built for hourly and deskless workforces. The platform unifies hiring, onboarding, scheduling, and full-service payroll into one seamless system—empowering multi-location businesses to streamline operations, ensure compliance, and manage their teams more efficiently. The company is seeking an Interim FP&A Supervisor to support financial consolidation, forecasting, and management reporting during a period of continued growth.
About the Role
This role involves supporting financial consolidation, forecasting, and management reporting while ensuring consistency and accuracy across systems and global entities. This hands-on role will bridge both accounting and FP&A functions, ensuring consistency and accuracy across systems and global entities during a period of transition.
Responsibilities
Consolidate global financials across multiple QuickBooks instances (U.S., Canada, Singapore) to produce monthly consolidated reporting.
Post journal entries into international entities temporarily until a permanent Controller is hired.
Utilize and manage Mosaic (EPM tool) for forecast management and reporting; assist in migration if transitioning to another platform.
Partner with external accounting firms in each region to ensure timely and accurate month-end close.
Align data structures and hierarchies across Paylocity (HRIS/Payroll), Airbase (Spend Management), and QuickBooks for consistent reporting.
Maintain and update the Chart of Accounts (COA) to reflect operational management structure.
Partner with Talent Acquisition to reconcile the hiring plan with financial forecasts.
Manage and update monthly financial forecasts using a bottoms-up approach, integrating actuals, headcount, and key business drivers.
Deliver monthly Budget vs. Actual (BVA) reports to department leaders and provide insights on spend management.
Educate budget owners on interpreting reports and adhering to financial targets.
Build and present monthly management reporting packages with key metrics and variance analysis.
Maintain a global cash forecast across multiple entities, accounts, and currencies.
Identify process improvements and automation opportunities in FP&A and accounting workflows.
Partner with leadership to create dashboards and reporting for SaaS metrics such as CAC, LTV, ARR, NRR, GRR, and other growth KPIs.
Qualifications
8+ years of FP&A or Finance experience, ideally in SaaS or high-growth startup environments with international operations.
Strong understanding of GAAP, financial consolidations, and forecasting.
Hands-on experience with QuickBooks Online (multi-entity).
Experience with Mosaic or other EPM/reporting tools (e.g., Planful, Adaptive, Cube, or Anaplan).
Familiarity with Paylocity, Airbase, and HR/payroll integrations with finance systems.
Advanced Excel or Google Sheets skills; ability to design dynamic, scalable financial models.
Proven experience building budgeting frameworks, cost center hierarchies, and reporting structures.
Collaborative and proactive communicator, able to work cross-functionally with HR, Accounting, and business leaders.
Strong attention to detail, analytical mindset, and ability to thrive in a fast-paced environment.
Referrals increase your chances of interviewing at CBIZ Talent Solutions by 2x
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Duration:
Interim / Contract (with potential for extension or conversion)
About the Company
Our client is a rapidly growing global SaaS company with operations in the U.S., Canada, and Singapore, specializing in a mobile-first HR and payroll platform built for hourly and deskless workforces. The platform unifies hiring, onboarding, scheduling, and full-service payroll into one seamless system—empowering multi-location businesses to streamline operations, ensure compliance, and manage their teams more efficiently. The company is seeking an Interim FP&A Supervisor to support financial consolidation, forecasting, and management reporting during a period of continued growth.
About the Role
This role involves supporting financial consolidation, forecasting, and management reporting while ensuring consistency and accuracy across systems and global entities. This hands-on role will bridge both accounting and FP&A functions, ensuring consistency and accuracy across systems and global entities during a period of transition.
Responsibilities
Consolidate global financials across multiple QuickBooks instances (U.S., Canada, Singapore) to produce monthly consolidated reporting.
Post journal entries into international entities temporarily until a permanent Controller is hired.
Utilize and manage Mosaic (EPM tool) for forecast management and reporting; assist in migration if transitioning to another platform.
Partner with external accounting firms in each region to ensure timely and accurate month-end close.
Align data structures and hierarchies across Paylocity (HRIS/Payroll), Airbase (Spend Management), and QuickBooks for consistent reporting.
Maintain and update the Chart of Accounts (COA) to reflect operational management structure.
Partner with Talent Acquisition to reconcile the hiring plan with financial forecasts.
Manage and update monthly financial forecasts using a bottoms-up approach, integrating actuals, headcount, and key business drivers.
Deliver monthly Budget vs. Actual (BVA) reports to department leaders and provide insights on spend management.
Educate budget owners on interpreting reports and adhering to financial targets.
Build and present monthly management reporting packages with key metrics and variance analysis.
Maintain a global cash forecast across multiple entities, accounts, and currencies.
Identify process improvements and automation opportunities in FP&A and accounting workflows.
Partner with leadership to create dashboards and reporting for SaaS metrics such as CAC, LTV, ARR, NRR, GRR, and other growth KPIs.
Qualifications
8+ years of FP&A or Finance experience, ideally in SaaS or high-growth startup environments with international operations.
Strong understanding of GAAP, financial consolidations, and forecasting.
Hands-on experience with QuickBooks Online (multi-entity).
Experience with Mosaic or other EPM/reporting tools (e.g., Planful, Adaptive, Cube, or Anaplan).
Familiarity with Paylocity, Airbase, and HR/payroll integrations with finance systems.
Advanced Excel or Google Sheets skills; ability to design dynamic, scalable financial models.
Proven experience building budgeting frameworks, cost center hierarchies, and reporting structures.
Collaborative and proactive communicator, able to work cross-functionally with HR, Accounting, and business leaders.
Strong attention to detail, analytical mindset, and ability to thrive in a fast-paced environment.
Referrals increase your chances of interviewing at CBIZ Talent Solutions by 2x
Get notified about new Financial Planning and Analysis Supervisor jobs in
San Francisco, CA .
#J-18808-Ljbffr