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SessionM, Inc.

Manager, Financial Planning & Analysis

– Boston, Massachusetts
Employment Type Full Time
Minimum Experience Experienced


SessionM is seeking a highly-motivated individual to join the finance team to lead our financial planning and analysis and make a transformative impact in an exciting and growing company.

As the Financial Planning & Analysis Manager, you will partner closely with all departments across the company to understand key drivers of performance, lead operating planning cycles, create board and management reporting and provide visibility into delivering against those plans.  In doing this, ultimately, you will drive financial transparency and provide financial insights that lead to decisions yielding maximum, long term value for the business.

In collaboration with the finance team, you will support accounting close activities, work closely with teams to track performance against the forecast and flag any risks or opportunities.  You will identify the underlying cause behind any variations to forecast and recommend actions to create as much value as possible. In addition, you will lead or participate in ad-hoc analyses to understand how various strategic initiatives will impact total company profitability.


  • Set the company financial and operating planning process for functional and consolidated business and financial plans
  • Own the forecasting process; develop complex forecasting models; identify all key assumptions in the forecast and flag potential risks and upsides
  • Actively monitor performance of business lines and all functional teams vs. forecasts
  • Identify variances to forecast and plan and ensure action is taken based on new information
  • Manage and own long range 5-year strategic planning and financial planning process including forecasting the various financial statements, valuation considerations and respective analysis
  • Develop and measure key performance indicators to monitor our business performance and articulate the value proposition to our stakeholders including investors, functional leads and executives
  • Assess liquidity needs, and propose optimal financial corporate structure
  • Assist in M&A model evaluation


  • Bachelor’s Degree in Finance, Accounting, Economics or quantitative field
  • 5-8 years of financial analysis, reporting and planning experience required
  • Experience in a Saas-based company
  • Expert excel skills and other budget and forecasting tools
  • Solid understanding of GAAP (Generally Accepted Accounting Principles).
  • Can work autonomously through complex problems, data requests and due diligence
  • Strong partnership, communication, and organizational skills
  • Comfortable as individual contributor and can go deep into analysis
  • Comfortable in fast-paced, results-driven environment

Comp & Benefits

  • Competitive comp based on experience level
  • Healthcare HMO & PPO
  • Stock options and 401k
  • Flexible Spending and Transit Reimbursement Accounts
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  • Location
    Boston, Massachusetts
  • Employment Type
    Full Time
  • Minimum Experience
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