One Identity
Senior Manager, Financial Planning & Analysis
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Senior Manager, Financial Planning & Analysis
One Identity | Finance Partner to Customer Success, Professional Services & Support
About One Identity
One Identity is an award-winning security software provider. Our solutions address critical IT security challenges by governing identities, managing privileged accounts, and controlling access. These solutions enhance business agility in on-premises, cloud, and hybrid environments.
As part of the One Identity Software group, we provide a portfolio of market-leading Identity Access Management (IAM), Privileged Access Management (PAM), and Identity Governance solutions. Customers achieve identity-centric security through our trusted, proven technology across major categories.
Overview
One Identity enables organizations to better secure, manage, monitor, protect, and analyze information and infrastructure, driving business innovation. With a global workforce, we fuel revenue growth and add value for customers. Collaborating with industry talents, we provide career growth in a dynamic environment.
Our team serves enterprise clients to address their critical security challenges. At One Identity, we:
- Foster collaboration among passionate technology professionals.
- Continuously innovate solutions for ongoing improvements.
- Build meaningful relationships based on positivity.
- Invest in employee development with programs and growth opportunities.
- Prioritize health and wellness while rewarding hard work.
We are an Equal Opportunity Employer. Employment decisions are based on qualifications and business needs without regard to race, color, religion, national origin, sex, age, disability, or other protected status. Job candidates should apply only via One Identity Careers and remain vigilant against fraudulent job offers. All communications must originate from email addresses ending in @quest.com or @oneidentity.com.
About the Role
One Identity is seeking a Senior Manager, Financial Planning & Analysis (FP&A) to become the embedded finance partner for Customer Success, Professional Services, and Support. Reporting to the VP Finance, this role involves comprehensive leadership in financial modeling, forecasting, and analysis with a critical focus on driving retention and expansion outcomes through the post-sales organization. Specifically, you will own and lead ARR snowball modeling (renewals, expansion, contraction, churn waterfall).
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This high-visibility individual contributor role is for someone seeking direct influence on evaluating and driving recurring revenue health metrics.
Responsibilities
Key Responsibilities
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Own the ARR snowball model
- Design, maintain, and refine projections from beginning to ending ARR (accounting for new business, expansion, contraction, churn, reactivation) at the cohort, segment, and company levels.
- Ensure this model functions as the single source of truth for Finance, Customer Success, and executive reporting.
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Dedicated Finance Business Partner
- Embed within planning processes for Customer Success, Professional Services, and Support leadership teams, rather than reviewing numbers post fact.
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Forecasting and Churn Mitigation
- Increase precision in forecasting renewals, expansion, and churn trends.
- Partner with Customer Success leadership to build early-warning indicators for at-risk accounts and revenue risks, minimizing downturns.
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P&L Management
- Develop and maintain the P&L for Professional Services and Support, incorporating:
- Utilization analysis
- Cost-to-serve modelling
- Margin analysis
- Propose improvements to optimize unit economics. (Contraction) Analyze quantitative and qualitative factors driving contraction and churn to identify trends, prioritize retention initiatives, and measure their financial impact.
- Develop and maintain the P&L for Professional Services and Support, incorporating:
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Budget and Rolling Forecast Leadership
- Lead the annual budget and rolling forecast processes for the post-sales teams, covering:
- Headcount planning
- Cost modeling
- Scenario analysis
- Lead the annual budget and rolling forecast processes for the post-sales teams, covering:
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Dashboard Development and Reporting
- Create and maintain dashboards including:
- Net Revenue Retention (NRR)
- Gross Revenue Retention (GRR)
- Logo retention
- Churn drivers
- Renewal rates
- Professional Services margin
- Support cost-to-serve
- Present key financial insights to the CFO and executive leadership teams.
- Create and maintain dashboards including:
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Interdepartmental Reconciliation
- Collaborate with Sales and Revenue Operations to ensure consistency across CRM, billing, and finance systems.
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Deep Analysis
- Conduct comprehensive analysis on churn, contraction, and retention initiatives to quantify financial risks and opportunities.
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Support Executive Reporting
- Assist the CFO in preparing board reports and sponsor (PE) presentations on ARR health, net revenue retention, and post-sales unit economics.
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Process Improvements & Automation
- Drive the expansion and automation of ARR reporting processes, reducing manual reconciliations as the business scales.
Qualifications
About You - Experience & Skills
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7-10 years of finance experience, including:
- At least 3-4 years in Financial Planning & Analysis (FP&A), Revenue Operations, or a related SaaS strategic finance role.
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Core Competencies
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Proven expertise in building and maintaining SaaS ARR waterfall/snowball models. This is central to the role’s expectation.
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Deep grasp of key SaaS retention metrics: Net Revenue Retention (NRR), Gross Revenue Retention (GRR), logo churn, gross vs. net retention, and cohort analysis.
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Direct experience partnering with Customer Success, Professional Services, or Support organizations, including:
- Cost-to-serve and utilization modeling.
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Advanced proficiency in Excel and SQL, and familiarity with:
- BI tools (such as Tableau, Looker, Power BI).
- CRM and billing systems (e.g., Salesforce, Gainsight, Zuora).
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Experience with FP&A planning tools (like NetSuite, Anaplan, Planful).
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Awareness of:
- PE (private equity) backed organizations.
- Expectations of sponsor level reporting.
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Education
- Bachelor's Degree in Finance, Accounting, Economics, or Business preferred.
- MBA and CPA certifications considered a plus.
Why Work with Us?
- Collaborate with dedicated professionals driven by passion for technology.
- Invent improved solutions when seeing areas that need growth.
- Build relationships that foster a winning culture.
- Access a series of programs that help you advance your career.
- Invest in health and wellness initiatives while recognizing your contributions.
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Jessica, London
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