This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We are seeking a highly strategic Senior Manager, Financial Planning and Analysis to lead core FP&A processes and serve as a key thought partner to senior business and finance leadership. This role owns major components of the company’s financial planning, forecasting, and performance management framework, translating complex financial and operational data into clear insights that inform executive decision‑making. - Own and drive the key components of the Annual Operating Plan (AOP), rolling forecasts, and multi‑scenario modeling, including framing assumptions, trade‑offs, and recommendations for senior leadership decision‑making. - Lead the financial narrative for executive leadership, including preparation of materials and insights for Executive Leadership Team and Board‑level reporting, as required. - Oversee monthly, quarterly, and annual reporting package creation and accuracy. - Act as the primary FP&A partner to senior functional leaders, influencing strategic and operational decisions through data‑driven insights and financial expertise. - Develop financial models to support strategic initiatives. - Analyze complex financial information and reports to deliver accurate and timely financial recommendations to senior management. - Define, own, and evolve key performance indicators and performance management frameworks, proactively identifying trends, risks, and corrective actions. - Lead, mentor, and develop a team of analysts, including setting analytical standards, reviewing outputs, and scaling team capabilities to meet business needs. - Identify and drive improvements, including the creation of reports, tools, and models. - Other duties and ad hoc reporting as requested by the supervisor. Qualifications - A bachelor's degree in finance, accounting, or a closely related field is required. An MBA, CPA, or CFA qualification is highly preferred. - A minimum of 8 years of progressive experience in finance, FP&A, investment banking, or private equity‑backed environments. - Experience in building, owning and scaling FP&A systems and infrastructure. - Advanced knowledge of Microsoft Excel is required. - Experience with Workday Adaptive Planning, NetSuite, and Power BI. - Excellent oral, written communication, and presentation skills to C-suite level executives. - Demonstrated ability to lead ambiguous, complex analyses and synthesize recommendations for senior executives. - Proven experience owning end‑to‑end FP&A processes with limited oversight. - Highly organized, meticulous, excellent time management skills and able to effectively prioritize tasks in a fast-paced, high-volume, and evolving work environment. - Ability to approach requests with a proactive and consultative manner; listen to, understand requests, needs, and deliver actionable analysis. - Experience managing a team of 2-3+ analysts in delivering accurate and timely work products. - Player-Coach mentality, willingness to be hands-on-keyboard and to talk strategy when needed. - Serve as a delegate and proxy for Senior Finance leadership in meetings, reviews, and cross-functional forums as needed. Requirements - Actual salary will be based on a variety of factors, including location, experience, skill set, performance, licensure and certification, and business needs. - The range for this position in other geographic locations may differ. - Certain positions may also be eligible for variable incentive compensation, such as bonuses or commissions, that is not included in the base salary. Benefits - Comprehensive medical, dental and vision plans for you and your dependents. - 401(k) Retirement Plan with Employer Match, 529 College Savings Plan, Health Savings Account, Life Insurance, and Long-Term Disability. - Competitive Compensation. - Training and development programs. - Major offices stocked with snacks and beverages. - Collaborative and cool culture. - Work-life balance and generous paid time off.

• Support the Monthly Earned Value (EV) reporting process in compliance with DFARs and in accordance with the Raytheon 10255 policy. • This includes monthly Latest Revised Estimates (LREs), Budget Change Requests (BCRs), Integrated Master Schedule (IMS) updates, EV Anomalies/Compliance checks, and full Integrated Program Management Report (IPMR) deliverables. • Support the creation of Estimate at Complete (EACs) on a quarterly basis at the Program/SBU Level • Maintenance of Work Breakdown Structures (WBS) in APEX/SAP • Perform detailed financial analysis for total program and at the CLIN level to help define and understand the monthly variances to Budget baseline and EAC positions • An integrated part of a fast-paced finance team where strategic thinking, multitasking and individual initiative are key requirements • Provide support for ad hoc data reporting as well as participating in senior level projects and program initiatives • This position will support an Eastern Time Zone

• Analyze and understand clients' needs • Develop and implement action plans to address identified issues • Collaborate with the team to develop innovative and effective solutions • Deliver presentations and training sessions to clients • Stay up to date with market trends and new technologies

At Level Access, we’re leading the digital accessibility revolution—helping global enterprises create inclusive, compliant, and exceptional digital experiences. Our AI-driven platform, combined with deep accessibility expertise, enables organizations to design, build, and maintain accessible web, mobile, and product experiences that align with WCAG, Section 508, and ADA standards. We partner with some of the world’s largest brands to operationalize accessibility—transforming compliance from a checkbox exercise into a sustainable, organization-wide culture of inclusion! The FP&A, Director will lead the financial planning and analysis function for Level Access, being responsible for the company-wide planning rhythm, performance insight, and long-range modeling that support profitable growth! This role will partner closely with the executive team to translate strategy into numbers, align investments with outcomes, and build a data-driven culture across the organization. Core responsibilities Enterprise Planning & Performance Management - Be responsible for the annual operating plan, quarterly forecast cycles, and long-range plan, ensuring alignment with strategic and financial objectives. - Build and maintain an integrated financial model that connects revenue, margins, operating expenses, headcount, and cash. - Establish and handle a company-wide performance management cadence (monthly and quarterly reviews) with clear Financial KPIs, targets, and accountability. SaaS Growth & Unit Economics - Define and refine the company’s SaaS metrics framework, including ARR, NRR/GRR, CAC, LTV, payback period, and cohort analyses. - Partner with Rev Ops, GTM and Product leaders to understand drivers of bookings, renewals, expansions, and upsell/cross-sell, and recommend portfolio and segment actions. - Evaluate growth initiatives in partnership with Rev Ops (new products, geographies, channels, pricing/packaging) using robust unit economics and scenario analysis. Strategic Finance & Decision Support - Serve as a primary finance partner to the CEO, CFO, and ELT, providing structured analyses, decision memos, and recommendations for strategic choices and trade-offs. - Lead financial evaluation for major initiatives such as M&A, partnerships, large enterprise deals, and significant technology or AI investments. - Build and socialize frameworks for capital allocation, including investment thresholds, hurdle rates, and prioritization of spend. Reporting, Insights, & Storytelling - Build and deliver executive and board-level reporting that clearly explains performance, trends, and risks in a narrative, decision-ready format. - Translate sophisticated analyses into concise, visually compelling materials for internal and external partners. - Drive a consistent “single source of truth” for financial and operational metrics across teams. Organizational Leadership & Collaboration - Develop strong partnerships with leaders across GTM, Product, Engineering, People, and Operations. - Champion a culture of accountability, transparency, and data-informed decision-making. Process, Systems, & Data Excellence - Develop and refine the FP&A calendar, processes, and templates to improve speed, quality, and predictability of planning and reporting cycles. - Partner with Accounting, RevOps, and IT to improve the finance systems stack (ERP, planning, BI, CRM) and ensure consistent definitions and data integrity. - Introduce automation and standardization to reduce manual work and enable more time on insights vs. data gathering. Qualifications Required - 8–12 years of progressive experience in FP&A, strategic finance, or related roles, with significant time in B2B SaaS or recurring revenue models. - Proven experience owning company-level planning and forecasting, not just a single function or region. - Deep understanding of SaaS metrics and unit economics, and how they tie into long-term value creation. - Proven track record of partnering with senior executives and influencing decisions through data and insight. - Sophisticated proficiency in financial modeling and analysis, with comfort handling complex, multi-scenario models. - Strong verbal and written communication skills, including experience preparing materials for executive and board audiences. - Bachelor’s degree in Finance, Accounting, Economics, Business, or related field. Preferred - Experience in a high-growth SaaS company in the $75M–$300M ARR range. - Exposure to M&A evaluation and post-deal integration from a finance perspective. - Experience working with modern planning and BI tools in addition to traditional spreadsheets. Application Process If you thrive in a fast‑paced environment and you are eager to make a significant impact in the field of accessibility, we would love to hear from you! This is a full‑time, salaried position offering a competitive benefits package, including bonus opportunities, generous paid time off, paid holidays, and a range of programs designed to support employee well‑being and work‑life balance. Interested in immediate consideration? Please submit your resume to be considered for this role. Level Access is committed to workforce diversity and is an Equal Opportunity Employer. We are dedicated to providing reasonable accommodations throughout the hiring process. Level Access uses artificial intelligence (AI) tools to support and enhance our recruitment and hiring processes. These tools may assist with activities such as résumé screening, skills assessments, interview scheduling, and communication These tools are designed to assist our recruiters and do not make final hiring decisions. All AI-assisted processes are subject to human review and candidate information is handled in accordance with our Privacy Policy and applicable regulations. To learn more about how we collect and use personal data, please review our Privacy Statement (https://www.levelaccess.com/privacy-statement) and our Trust Center (https://trust.levelaccess.com).