Financial Planning and Analysis Supervisor

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

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