Financial Planning and Analysis (FP&A) Manager

Banyan Software is the best permanent home for software businesses that serve specialized industries, their employees, and their customers. With a buy-grow-and-hold-for-life approach and a permanent capital base, Banyan acquires and grows companies worldwide, honoring founder legacies and helping portfolio companies modernize through shared AI expertise and operational discipline. Founded in 2016, Banyan operates more than 120 portfolio companies across North and South America, Europe, and APAC, and has appeared on the Inc. 5000 list for six consecutive years. The Banyan Software Foundation, endowed with $100 million in Banyan stock, leverages technology to build a greener and more equitable world.

About the Role

Banyan Software is seeking a hands-on, forward-thinking Manager, FP&A to help build the next generation of our financial planning and analysis capabilities. This is a role for someone energized by the opportunity to shape how AI and automation transform the way financial insights are created, communicated, and operationalized across a rapidly expanding, global, and decentralized portfolio.

Reporting into FP&A leadership, you will combine strong analytical rigor with a builder's mindset—rolling up your sleeves to design scalable processes and modern tooling while helping translate complex financial signals into actionable insights. The ideal candidate is excited about the future of finance and wants to be at the forefront of using AI to make FP&A faster, smarter, and more impactful.

Key Responsibilities:

Planning, Budgeting & Forecasting

• Support the end-to-end budget and forecasting process, ensuring it is efficient, transparent, and aligned with organizational priorities.
• Build and enhance forecasting models, including scenario planning and sensitivity analyses, to improve accuracy, speed, and decision quality.
• Help maintain a consistent planning cadence across decentralized Operating Groups while preserving local ownership.

AI, Automation & Systems

• Identify and implement opportunities to automate recurring reporting, forecasting, and analytical workflows using AI and modern tooling.
• Leverage NetSuite and connected BI tools to strengthen data integrity, streamline workflows, and reduce manual effort.
• Partner with technology teams and vendors to pilot and scale AI-driven forecasting and reporting capabilities.
• Help establish and enforce standards for data consistency, KPI definitions, and reporting hygiene across the portfolio.

Reporting & Analytics

• Prepare clear, timely, and actionable management reporting across customer, product, and market dimensions.
• Deepen visibility into unit economics, retention, profitability, and other key performance drivers.
• Deliver forward-looking analysis that surfaces trends, risks, and opportunities to enable faster, more informed decisions.

Business Partnership

• Build trusted relationships with Operating Group leaders and HQ stakeholders, translating financial data into insights that drive performance.

Qualification for Success:

• Bachelor's degree in Finance, Accounting, Economics, or a related field; CFA, CPA, or MBA a plus.
• 4+ years of progressive FP&A experience, ideally in high-growth and/or multi-entity software environments.
• Demonstrated interest in and experience with AI tools, automation, or BI platforms to improve financial processes.
• Excellent financial modeling, analytical, and communication skills.
• A self-starter who thrives in a decentralized environment and can dive into complexity while driving practical outcomes.

Diversity, Equity, Inclusion & Equal Employment Opportunity at Banyan: Banyan affirms that inequality is detrimental to our Global Teams, associates, our Operating Companies, and the communities we serve. As a collective, our goal is to impact lasting change through our actions. Together, we unite for equality and equity. Banyan is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.

Please Note : Banyan Software does not accept unsolicited resumes or applications submitted via email, LinkedIn, or other direct channels. All candidates must apply through our official Careers site to be considered for employment. Applications submitted outside of our applicant tracking system will not be reviewed.

Recruitment Notice

Banyan Software may use artificial intelligence (AI) tools to assist in screening and/or assessing applicants during the recruitment process. All hiring decisions are made by our team. Personal information submitted through your application will be collected and used for recruitment purposes in accordance with applicable privacy laws. Contact us at any time with questions about our process or to request accommodation.

Beware of Recruitment Scams

We have been made aware of individuals fraudulently posing as members of our Talent Acquisition team and extending fake job offers. These scams may involve requests for personal information or payment for equipment. 

Protect yourself by following these steps:

• Verify that all communications from our recruiting team come from an @banyansoftware.com email address.
• Remember, employers will never request payment or banking information during the hiring process.
• If you receive a suspicious message, do not respond — instead, forward it to View email address on job-boards.greenhouse.io and/or report it to the platform where you received it.

Your safety and security are important to us. Thank you for staying vigilant.