Transcarent is looking for a Senior Manager, FP&A to serve as the primary finance business partner to our Sales and Marketing leadership. You will be responsible for planning, forecasting, and performance management across customer acquisition, growth, and retention, with a focus on commissions, sales efficiency, and marketing ROI.
What You'll Do
- Own financial planning and forecasting for Sales and Marketing, including the Annual Operating Plan, monthly forecasts, and long-range models.
- Design, model, and administer sales compensation and commission plans in close partnership with Sales leadership and Revenue Operations.
- Analyze sales efficiency and unit economics, including CAC, LTV, pipeline conversion, productivity, quota attainment, and ROI by channel.
- Partner with Marketing leaders to evaluate spend effectiveness, campaign performance, and incremental ROI across growth initiatives.
- Build and maintain scalable models for headcount, capacity, bookings, revenue, and spend, connecting go-to-market drivers to financial outcomes.
- Lead variance and trend analysis, identifying risks, opportunities, and key drivers relative to plan.
- Develop executive-ready materials for forecast reviews, QBRs, and leadership decision-making.
- Drive adoption, enhancement, and automation of FP&A processes and reporting in Pigment, alongside Excel and NetSuite.
- Collaborate closely with Accounting to ensure tight alignment between forecasts, actuals, commissions, and the close process.
- Support ad hoc strategic analyses, including pricing, investment tradeoffs, scenario modeling, and growth initiatives.
- Contribute to continuous improvement of FP&A processes, documentation, and data integrity to support scale and auditability.
What We're Looking For
- 8–10 years of progressive experience in FP&A, go-to-market-finance focused roles, ideally in high-growth or technology-enabled companies.
- Deep experience supporting Sales and/or Marketing organizations, including commissions, sales productivity, and growth economics.
- Strong financial modeling skills with the ability to connect operational drivers to P&L and cash flow outcomes.
- Proven ability to partner cross-functionally and influence senior, non-finance stakeholders.
- Hands-on experience with FP&A systems and planning tools (Pigment, Adaptive, Anaplan, or similar), with the ability and desire to learn new platforms quickly.
- Advanced Excel skills; comfort working across multiple systems and imperfect data environments.
- Strong ownership mindset, attention to detail, and ability to manage competing priorities in a fast-paced environment.
- Bachelor’s degree in Finance, Accounting, Economics, or related field.
Nice to Have
- MBA or equivalent experience a plus.
- Background in healthcare, digital health, or benefits-related business models.
- Experience supporting M&A analysis, integration, or post-acquisition reporting.
- Exposure to IPO-readiness or public-company financial processes.
- Direct experience with Pigment.
Technical Stack
- Pigment
- Excel
- NetSuite
Team & Environment
Reporting to the SVP, FP&A.
Benefits & Compensation
- Competitive medical, dental, and vision coverage.
- Competitive 401(k) Plan with a generous company match.
- Flexible Time Off/Paid Time Off, 12 paid holidays.
- Protection Plans including Life Insurance, Disability Insurance, and Supplemental Insurance.
- Mental Health and Wellness benefits.
- Corporate bonus program or a sales incentive (target included in OTE).
- Stock options.
- Compensation: $150,000 - $165,000 USD
Work Mode
This is a remote position open to candidates located in the US.
Transcarent is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
