Q2
Summary
The
FP&A Manager, Revenue
is a key leader within Q2’s Revenue FP&A organization, responsible for driving financial clarity, strategic insight, and operational alignment across business segments including Digital Banking, Fraud & Security, and Relationship Pricing. Reporting to the Director of FP&A (GTM), this role transforms strategic direction into execution by overseeing financial forecasting, budgeting, and performance analysis while partnering closely with GTM and Operations leaders. The Manager provides meaningful, data‑driven insights that explain revenue and margin performance, connect business actions to financial outcomes, and support confident decision‑making.
This role also leads a team of financial analysts, building a high‑performance culture grounded in clarity, curiosity, and collaboration. The Manager is accountable for forecast accuracy, process improvements, and effective use of FP&A systems such as Anaplan, NetSuite, Power BI, and ChatGPT. Success in the role is defined by deep understanding of revenue drivers, the ability to tell a compelling financial story, alignment of cross‑functional partners, and a strong bias for action. Ultimately, the Revenue Finance Manager elevates the quality, speed, and impact of financial insights delivered across the organization.
Responsibilities
Own end‑to‑end forecasting, budgeting, and long‑range planning processes for assigned business areas, including revenue, expenses, headcount, and margins.
Drive accuracy, accountability, and transparency across Annual Operating Plans, rolling forecasts, and multi‑year models.
Lead monthly performance reviews, variance analysis, and root‑cause diagnostics, connecting business drivers to financial outcomes.
Establish and maintain clear forecasting cadences, assumptions, and documentation to support scalability and consistency.
Develop high‑impact financial models and scenario analyses to support investments, resource allocation, pricing, cost optimization, and strategic initiatives.
Provide proactive, insight‑driven recommendations that influence near‑term actions and long‑term strategy.
Translate complex financial data into clear “what happened, why, and what’s next” narratives for executive and non‑financial audiences.
Support cross‑functional initiatives such as product profitability, operational efficiency, workforce planning, and ROI analysis.
Serve as a trusted Finance Business Partner to functional and operational leaders, aligning financial outcomes with business priorities.
Collaborate closely with Accounting to ensure alignment between FP&A forecasts, GAAP results, and key variance drivers.
Partner across FP&A pods, Strategy, Systems, and Operations to ensure enterprise alignment and shared financial understanding.
Build strong, trust‑based relationships that enable constructive challenge, informed trade‑offs, and disciplined execution.
Lead, coach, and develop a team of financial analysts, fostering ownership, analytical rigor, and professional growth.
Set clear expectations for quality, timeliness, and executive‑readiness of all deliverables.
Establish team operating rhythms, review processes, and analytical standards consistent with broader FP&A practices.
Model finance operating principles including clarity, curiosity, accountability, and bias for action.
Champion automation, standardization, and continuous improvement across forecasting, reporting, and analysis.
Leverage FP&A systems and tools (e.g., Anaplan, NetSuite, Workday, Power BI) to improve data integrity, scalability, and insight generation.
Ensure consistent definitions, KPIs, and reporting frameworks across planning and performance management.
Develop dashboards, templates, and reporting artifacts that elevate financial storytelling and decision speed.
Experience And Knowledge
Typically requires a Bachelor's degree in Finance, Accounting, Economics, or related field, and a minimum of 6 years of related experience; or an advanced degree with 4 years of experience; or equivalent relevant work experience.
Minimum of 2+ years of business management experience with strong focus in Financial Planning and Analysis.
Typically requires 1-2 years managing and developing employees.
Technical & Financial Expertise
Strong understanding of forecasting, budgeting, variance analysis, and financial modeling.
Solid knowledge of SaaS business models, key financial and operational metrics, and cost drivers relevant to the role’s scope.
Working knowledge of US GAAP and experience partnering with Accounting to explain performance drivers and ensure alignment.
Proficiency with modern FP&A and reporting tools (e.g., Anaplan, NetSuite, Workday, Power BI or similar).
Analytical & Communication Skills
Proven ability to synthesize complex data into clear, actionable insights for senior leadership.
Strong financial storytelling skills, with experience delivering executive‑ready narratives and recommendations.
Comfort operating in ambiguity, managing multiple priorities, and balancing strategic thinking with hands‑on execution.
Leadership & Ways of Working
Demonstrated success building collaborative, cross‑functional relationships and influencing without authority.
High standards for accuracy, discipline, and ownership in financial processes and outputs.
Ability to operate effectively in a fast‑paced, growth‑oriented environment while maintaining rigor and quality.
Health & Wellness
Hybrid Work Opportunities
Flexible Time Off
Career Development & Mentoring Programs
Health & Wellness Benefits, including competitive health insurance offerings and generous paid parental leave for eligible new parents
Community Volunteering & Company Philanthropy Programs
Employee Peer Recognition Programs – “You Earned it”
Click here to find out more about the benefits we offer.
Our Culture & Commitment We’re proud to foster a supportive, inclusive environment where career growth, collaboration, and wellness are prioritized. Our benefits go beyond healthcare—offering resources for physical, mental, and professional well‑being. Q2 employees are encouraged to give back through volunteer work and nonprofit support through our Spark Program. We believe in making an impact—in the industry and in the community.
We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or veteran status.
Applicants in California or Washington State may not be exempt from federal and state overtime requirements.
Seniority level:
Mid‑Senior level
Employment type:
Full‑time
Job function:
Finance and Sales
This position requires fluent written and oral communication in English.
#J-18808-Ljbffr
FP&A Manager, Revenue
is a key leader within Q2’s Revenue FP&A organization, responsible for driving financial clarity, strategic insight, and operational alignment across business segments including Digital Banking, Fraud & Security, and Relationship Pricing. Reporting to the Director of FP&A (GTM), this role transforms strategic direction into execution by overseeing financial forecasting, budgeting, and performance analysis while partnering closely with GTM and Operations leaders. The Manager provides meaningful, data‑driven insights that explain revenue and margin performance, connect business actions to financial outcomes, and support confident decision‑making.
This role also leads a team of financial analysts, building a high‑performance culture grounded in clarity, curiosity, and collaboration. The Manager is accountable for forecast accuracy, process improvements, and effective use of FP&A systems such as Anaplan, NetSuite, Power BI, and ChatGPT. Success in the role is defined by deep understanding of revenue drivers, the ability to tell a compelling financial story, alignment of cross‑functional partners, and a strong bias for action. Ultimately, the Revenue Finance Manager elevates the quality, speed, and impact of financial insights delivered across the organization.
Responsibilities
Own end‑to‑end forecasting, budgeting, and long‑range planning processes for assigned business areas, including revenue, expenses, headcount, and margins.
Drive accuracy, accountability, and transparency across Annual Operating Plans, rolling forecasts, and multi‑year models.
Lead monthly performance reviews, variance analysis, and root‑cause diagnostics, connecting business drivers to financial outcomes.
Establish and maintain clear forecasting cadences, assumptions, and documentation to support scalability and consistency.
Develop high‑impact financial models and scenario analyses to support investments, resource allocation, pricing, cost optimization, and strategic initiatives.
Provide proactive, insight‑driven recommendations that influence near‑term actions and long‑term strategy.
Translate complex financial data into clear “what happened, why, and what’s next” narratives for executive and non‑financial audiences.
Support cross‑functional initiatives such as product profitability, operational efficiency, workforce planning, and ROI analysis.
Serve as a trusted Finance Business Partner to functional and operational leaders, aligning financial outcomes with business priorities.
Collaborate closely with Accounting to ensure alignment between FP&A forecasts, GAAP results, and key variance drivers.
Partner across FP&A pods, Strategy, Systems, and Operations to ensure enterprise alignment and shared financial understanding.
Build strong, trust‑based relationships that enable constructive challenge, informed trade‑offs, and disciplined execution.
Lead, coach, and develop a team of financial analysts, fostering ownership, analytical rigor, and professional growth.
Set clear expectations for quality, timeliness, and executive‑readiness of all deliverables.
Establish team operating rhythms, review processes, and analytical standards consistent with broader FP&A practices.
Model finance operating principles including clarity, curiosity, accountability, and bias for action.
Champion automation, standardization, and continuous improvement across forecasting, reporting, and analysis.
Leverage FP&A systems and tools (e.g., Anaplan, NetSuite, Workday, Power BI) to improve data integrity, scalability, and insight generation.
Ensure consistent definitions, KPIs, and reporting frameworks across planning and performance management.
Develop dashboards, templates, and reporting artifacts that elevate financial storytelling and decision speed.
Experience And Knowledge
Typically requires a Bachelor's degree in Finance, Accounting, Economics, or related field, and a minimum of 6 years of related experience; or an advanced degree with 4 years of experience; or equivalent relevant work experience.
Minimum of 2+ years of business management experience with strong focus in Financial Planning and Analysis.
Typically requires 1-2 years managing and developing employees.
Technical & Financial Expertise
Strong understanding of forecasting, budgeting, variance analysis, and financial modeling.
Solid knowledge of SaaS business models, key financial and operational metrics, and cost drivers relevant to the role’s scope.
Working knowledge of US GAAP and experience partnering with Accounting to explain performance drivers and ensure alignment.
Proficiency with modern FP&A and reporting tools (e.g., Anaplan, NetSuite, Workday, Power BI or similar).
Analytical & Communication Skills
Proven ability to synthesize complex data into clear, actionable insights for senior leadership.
Strong financial storytelling skills, with experience delivering executive‑ready narratives and recommendations.
Comfort operating in ambiguity, managing multiple priorities, and balancing strategic thinking with hands‑on execution.
Leadership & Ways of Working
Demonstrated success building collaborative, cross‑functional relationships and influencing without authority.
High standards for accuracy, discipline, and ownership in financial processes and outputs.
Ability to operate effectively in a fast‑paced, growth‑oriented environment while maintaining rigor and quality.
Health & Wellness
Hybrid Work Opportunities
Flexible Time Off
Career Development & Mentoring Programs
Health & Wellness Benefits, including competitive health insurance offerings and generous paid parental leave for eligible new parents
Community Volunteering & Company Philanthropy Programs
Employee Peer Recognition Programs – “You Earned it”
Click here to find out more about the benefits we offer.
Our Culture & Commitment We’re proud to foster a supportive, inclusive environment where career growth, collaboration, and wellness are prioritized. Our benefits go beyond healthcare—offering resources for physical, mental, and professional well‑being. Q2 employees are encouraged to give back through volunteer work and nonprofit support through our Spark Program. We believe in making an impact—in the industry and in the community.
We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or veteran status.
Applicants in California or Washington State may not be exempt from federal and state overtime requirements.
Seniority level:
Mid‑Senior level
Employment type:
Full‑time
Job function:
Finance and Sales
This position requires fluent written and oral communication in English.
#J-18808-Ljbffr