Senior Manager, Financial Planning & Analysis - Sales & Marketing

Senior Manager, Financial Planning & Analysis - Sales & Marketing

Here at Appian, our core values of respect, work to impact, ambition, and constructive dissent & resolution define who we are. In short, this means we constantly seek to understand the best for our customers, we go beyond completion in our work, we strive for excellence with intensity, and we embrace candid communication. These values guide our actions and shape our culture every day. When you join Appian, you'll be part of a passionate team that's dedicated to accomplishing hard things.

We are seeking a highly motivated and experienced Senior Manager of FP&A to join our growing finance team. In this pivotal role, you will sit at the intersection of FP&A, Sales, and Marketing. You'll be a key financial partner to our Sales and Marketing functions and help drive financial discipline across those departments. This position requires someone who can translate financial data into actionable business strategies and thrive in a fast-paced, high-growth environment.

Responsibilities:

• Serve as the primary Finance business partner for the Sales and Marketing organizations, building strong relationships within those teams and across Finance to provide financial guidance and support strategic decision-making.
• Lead the development of annual budgets, long-range strategic plans, and monthly forecasts for the Sales and Marketing functions. This includes detailed headcount planning, departmental operating expense analysis, and return on investment analysis of marketing program spend.
• Partner with Revenue Operations to design, model, and manage the annual sales quota setting process. Analyze historical performance and market potential to ensure quotas are ambitious yet achievable.
• Collaborate with the entire FP&A team on creating and maintaining the consolidated company financial model.
• Develop and maintain scalable processes to enhance visibility into financial forecasts and performance, collaborating with teams across the business to maximize predictability.
• Drive special projects and conduct ad-hoc analyses to support decision making, including new products, marketing program spend, and other growth initiatives.
• Prepare presentations and analysis for senior Finance leadership and Appian's executive team.
• Participate in special projects and initiatives as required.

Qualifications:

• 10+ years of progressive FP&A within the enterprise software industry, ideally across both high-growth SaaS companies and larger public companies.
• Expertise in partnering with Sales and Marketing leadership on performance management, quota setting, and compensation design, with a strong understanding of SaaS go-to-market models.
• Excellent analytical, problem-solving, and organizational skills.
• Strong communication and interpersonal skills, with the ability to effectively interact with all levels of the organization and external stakeholders.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Expertise in leveraging Anaplan for advanced financial modeling and scenario planning.
• Exceptional modeling and analytical skills, with fluency in planning tools like Excel, Power BI, and Tableau.
• High comfort level operating in dynamic, ambiguous environments with a bias toward execution and results.
• Bachelor's degree in Finance, Economics, Accounting, or related discipline.

Tools and Resources:

• Training and Development: During onboarding, we focus on equipping new hires with the skills and knowledge for success through department-specific training. Continuous learning is a central focus at Appian, with dedicated mentorship and the First-Friend program being widely utilized resources for new hires.
• Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. This commitment ensures that employees have access to a holistic range of development opportunities.
• Community: We'll immerse you into our community rooted in respect starting on day one. Appian fosters inclusivity through our 8 employee-led affinity groups. These groups help employees build stronger internal and external networks by planning social, educational, and outreach activities to connect with Appianites and larger initiatives throughout the company.