SugarAI is redefining CRM for the age of AI. We’re delivering on the original promise of CRM—turning fragmented customer and revenue signals into clear, prioritized action. Instead of more dashboards or surface‑level insights, we help teams focus on what matters most and know exactly what to do next.

More than two decades after our founding, we’re entering a new chapter with clarity and momentum—building intelligent, intuitive solutions that work within the flow of how teams actually sell and serve. We create an environment where thoughtful ideas move quickly, where people are trusted to lead, and where flexibility supports how great work gets done. If you’re excited to help shape what’s next in AI‑driven CRM—and build technology that drives real outcomes we’d love to meet you.

The FP&A; Manager will be a senior contributor responsible for financial planning, budgeting, forecasting, reporting, and decision support across the organization. You will serve as a trusted finance partner to budget owners, helping them develop forecasts, evaluate investments, understand performance drivers, and identify risks and opportunities. This is a highly analytical and visible position within a fast‑paced, private equity‑backed SaaS environment.

This role operates on a hybrid model, with a mix of remote work and in‑office collaboration at our Denver, CO location, specifically, working in‑office a minimum of 3 days per week Financial Planning and Forecasting Maintain driver‑based financial models that connect business assumptions to the income statement, balance sheet, and cash flow forecast.



Develop scenario and sensitivity analyses to evaluate business decisions, investment alternatives, and changes in operating assumptions. Maintain a clear understanding of the company’s financial outlook, including revenue, profitability, cash flow, working capital, and key business drivers.

Identify forecast risks and opportunities proactively, quantify their potential impact, and recommend appropriate actions. Guide business leaders through forecasting, headcount planning, expense management, and investment modeling. Challenge assumptions constructively and help budget owners develop financially sound and operationally realistic plans.

Support leaders in evaluating trade‑offs, prioritizing resources, and measuring returns on investment.

Performance

Analysis and Reporting Explain key business and financial performance drivers rather than simply reporting variances. Develop concise reporting and executive‑level presentations that highlight performance, risks, opportunities, and recommended actions. Partner with Accounting during the monthly close process to ensure accurate financial reporting and alignment between actual results and forecast assumptions.

Build fit‑for‑purpose financial models for strategic initiatives, pricing decisions, headcount investments, business cases,



and other company priorities. Provide clear, independent recommendations supported by financial and operational data. 6+years of experience in FP&A;, Investment Banking, Strategic Finance, or Accounting.

Technical Prowess: You have strong modeling skillsand haveexperience with FP&A; platforms (Adaptive,Datarails, etc)and ERP systems (NetSuite, Sage Intacct, QuickBooks).

Builder Mindset: You enjoy building models from scratch and refining messy data into clean structures. AICuriosity:You’reeager to explore howAI toolscanautomate manual workflows, accelerate analysis, and stress-test models—treating emerging technology as a force multiplier.

High Velocity: You thrive in a quick-paced environmentwhere priorities can shift, and you have the discipline to manage multiple projects without dropping the ball. A Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field. CFA, CPA, MBA is a plus. $We also know that diversity of background and thought makes for better problem solving and more creative thinking, which is why we’re dedicated to adding new perspectives to the team.

Savings and Investment – 401(k) match Paid Parental Leave Online Legal Services (Rocket Lawyer) Financial Planning Services (Origin) Corporate Benefit Program(Working Advantage). This benefit offers you exclusive travel and entertainment offers and special discounts that are not available to the general public Travel Discounts Educational Resources - Career & Personal Development Program Employee Referral Bonus Program

📌 FP&A Director F/H (Quinte West)
🏢 SugarAI
📍 Quinte West