Banyan Software

Financial Planning and Analysis (FP&A) Manager

Banyan Software  •  Toronto, CA (Onsite)  •  3 hours ago
Apply
AI can make mistakes so check important info. Chat history is never stored.

Job Description

Banyan Software is the best permanent home for software businesses that serve specialized industries, their employees, and their customers. We are on a mission to acquire, build, and grow great companies worldwide, helping them modernize through shared AI expertise and operational discipline. The Banyan Software Foundation, endowed with $100 million in Banyan stock, leverages technology to build a greener and more equitable world. Banyan is Great Place to Work Certified, a five-time Inc. 5000 honoree, and a top 10 company on the Deloitte Technology Fast 500. Founded in 2016 and headquartered in Atlanta, Banyan operates more than 100 portfolio companies across North America, the UK, EU, and APAC.

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 careers@banyansoftware.com and/or report it to the platform where you received it.

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

Banyan Software

About Banyan Software

Banyan Software provides the best permanent home for successful enterprise software businesses, their employees, and customers to preserve the legacy of founders, while helping grow the business into the future.

We are on a mission to acquire, build and grow great software businesses that have dominant positions in niche markets all over the world. Today Banyan has over 3,000 employees throughout the US, Canada, UK, Europe, Brazil, Australia and New Zealand. Founded in 2016 with permanent capital to preserve the legacy of founders, Banyan focuses on a buy, hold and grow for life strategy. For more information on Banyan Software, Inc. visit: http://www.banyansoftware.com

What We Look For:

- Great enterprise software businesses that have dominant positions in niche markets

- We work with owners who are thinking about an exit today or further down the road

- We are flexible and can be creative when we find a business that is a good fit

The businesses in the Banyan family all share a similar profile:

- Annual revenues in excess of $2M-$30M

- A high percentage of recurring revenue

- Positive operating margins and cash flow

- High customer retention and satisfaction

- Happy and committed employees

Industry
IT & Software
Company Size
201-500 employees
Headquarters
Atlanta, GA
Year Founded
2016
Social Media