FP&A Principal

Summary

Join Us at PlanSource: Your Exciting Career Awaits!

 

At PlanSource, a leading cloud-based provider of benefits administration technology and services, we are on a mission to simplify how people choose, use, and manage benefits through cutting-edge, AI-powered experiences. This is an incredible time to launch your career with us!

 

The FP&A Principal(s) is the most senior financial thought leader within Financial Planning & Analysis, accountable for enterprise‑level financial leadership, strategic decision support, and long‑term value creation. This role operates beyond functional architecture, serving as a key financial authority shaping company strategy, capital allocation, and performance outcomes.

 

The Principal FP&A partners directly with executive leadership as a peer‑level advisor, integrating financial strategy with business, product, and growth priorities. While the FP&A Architect defines frameworks and operating models, the Principal FP&A owns the application, interpretation, and strategic consequences of financial insight across the enterprise. This role represents the pinnacle of the FP&A individual contributor ladder and may precede or complement formal executive leadership roles.

 

Key Responsibilities

Enterprise Financial Leadership & Ownership

• Own enterprise‑level financial insight, framing how performance, investment, and risk are understood by executive leadership.
• Serve as a primary financial authority influencing company strategy, capital allocation, and long‑term value creation.
• Lead the most complex, high‑impact financial analyses informing major strategic decisions, acquisitions, investments, and structural changes.
• Exercise sound judgment in ambiguous, high‑stakes scenarios with significant business and financial implications.
• Balance strategic foresight with near‑term execution realities to guide leadership decision.

Strategic Planning & Capital Allocation

• Lead enterprise‑wide long‑range planning and strategic financial outlooks in close partnership with executive leadership.
• Shape capital allocation philosophy, trade‑off analysis, and prioritization across growth, efficiency, and risk.
• Own integrated financial narratives that connect strategy, operating plans, and long‑term financial health.
• Challenge and refine strategic assumptions through rigorous financial reasoning and scenario evaluation.

Executive Partnership & Influence

• Act as a trusted peer‑level advisor to executive leaders, providing candid, independent financial perspective.
• Lead executive and board‑level financial discussions, synthesizing complex information into clear strategic guidance.
• Influence decisions through credibility, experience, and financial authority rather than organizational hierarchy.
• Represent FP&A as a strategic discipline at the highest levels of the organization.

Enterprise Insight Integration

• Integrate outputs from FP&A architecture, planning systems, and analytical teams into cohesive enterprise insights.
• Ensure financial frameworks and models are applied consistently and appropriately to real‑world decisions.
• Translate analytical outputs into strategic implications, risks, and opportunities for leadership.
• Align financial insight across functions to support unified decision‑

Functional Stewardship & Leadership

• Provide senior‑level guidance, challenge, and review on the most complex analyses produced by FP&A leaders.
• Serve as a mentor and role model for Lead and Architect‑level FP&A professionals.
• Shape the maturity, credibility, and strategic posture of the FP&A function.
• Contribute to succession planning and capability development within Finance.

Success Indicators

• Executive leadership consistently relies on the Principal FP&A for strategic financial judgment.
• Capital allocation and strategic decisions reflect disciplined, forward‑looking financial insight.
• Enterprise financial narratives are coherent, credible, and decision-centric.
• FP&A is viewed as a strategic driver of business outcomes, not a reporting function.
• The organization demonstrates long‑term financial resilience and value creation informed by FP&A leadership.

About You

Qualifications

Experience & Education

• High School Diploma required.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field preferred.
• 12+ years of progressive experience in FP&A, strategic finance, or executive financial advisory roles.
• Extensive experience supporting SaaS, technology, or high‑growth business models strongly preferred.
• Demonstrated history of influencing enterprise‑level strategy and outcomes.

Skills & Abilities

• Exceptional strategic and financial judgment in complex, ambiguous environments.
• Mastery of enterprise financial modeling, forecasting, and capital allocation concepts.
• Executive‑level communication, influence, and financial storytelling capabilities.
• Hands-on capability to design, deploy, and operationalize AI-powered workflows and intelligent agents within FP&A processes, enabling faster cycle times and higher-quality decision support.
• Ability to synthesize diverse inputs into clear strategic direction.
• Strong leadership presence, credibility, and long‑term orientation.
• Proven ability to operate effectively at the highest levels of the organization.

What We Offer

At PlanSource, benefits are at the core of what we do, and we understand their impact on our employees and their families. That’s why we’ve designed our benefits program to support overall wellbeing across health, financial security, career growth, and work‑life balance.

• Comprehensive health coverage with multiple medical plan options - all covering 100% of in-network preventive care. 
• Employer‑funded Health Savings Account (HSA) - up to $1,000 annually for family coverage. 
• Dental & Vision plans with 100% coverage for routine dental care and $250 vision frame allowance, plus employee-only vision premiums at $0.
• 401(k) with immediate vesting and a 50% company match up to 6% of contributions.
• Generous paid parental leave, adoption assistance, and fertility benefits.
• Flexible PTO, paid holidays, a strong culture of work‑life balance and Flex Fridays in the summer.
• Mental health & wellbeing support, including Employee Assistance Program (EAP), movement and wellness resources.
• Rewards and recognition programs that celebrate employees through peer recognition, awards, and quarterly recognition initiatives.

Top 5 Reasons to join PlanSource

 

#5: Be part of what’s next in benefits technology 

Join a company redefining how benefits work. Backed by Vista Equity Partners, PlanSource is continuously investing in innovation, bringing together AI, automation, and human insight to simplify complex processes and deliver real outcomes. This is your opportunity to build the future of benefits at scale.

 

#4: Make an impact with technology our customers trust 

Our platform powers some of the most complex benefits programs in the market, and our customers rely on us to get it right. From a unified benefits ecosystem to AI-driven decision support, everything we build is designed to deliver clarity, confidence, and measurable impact for the people who use it every day.

 

#3: Be recognized, supported, and set up to thrive

We believe great work deserves recognition and real support. From meaningful rewards and recognition programs to a comprehensive approach to employee support, we invest in helping our people perform at their best and feel valued along the way.

 

Recognized as a top workplace, PlanSource has earned multiple Great Place to Work certifications and numerous awards, including Best Company for Culture, Work-Life Balance, and Compensation, reinforcing our commitment to an exceptional employee experience.

 

#2: Grow your career with intention

At PlanSource, career growth doesn’t happen by accident. With a strong track record of internal mobility, structured development paths, and opportunities to take on new challenges, you’ll have the support and flexibility to build a career that evolves with you.

 

#1: Be part of a culture built on connection and impact

Our culture is rooted in connection, inclusion, and shared success. Guided by our S.O.U.R.C.E. values, we lead with service by putting others first, approach challenges with optimism, and act with urgency to drive meaningful outcomes. We hold ourselves accountable through reliability, continuously grow through curiosity, and operate with efficiency to maximize the impact of our work. Here, diverse perspectives are valued and they directly shape how we collaborate, innovate, and deliver an exceptional experience for our customers.

 

NOTE: We will consider a remote employee for approved cities PlanSource can accommodate.

 

If you’re selected, you’ll receive your offer and be asked to complete a background check. This will include a drug screen, criminal record search and verification of previous employment and/or education.

 

Recruiting Scams: Unfortunately, scams targeting job seekers are common. To protect our candidates, we want to remind you that authorized representatives of PlanSource will only contact you from an email address ending in @plansource.com.  PlanSource will never ask for personally identifiable information such as Date of Birth (DOB), Social Security Number (SSN), banking/direct/tax details, etc. via email or any other non-secure system, nor will we instruct you to make any purchases related to your employment. If you believe you’ve encountered a recruiting scam, report it to the Federal Trade Commission and your state’s Attorney General.

 

REF 4822

 

 

Qualifications

Experience & Education

• High School Diploma required.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field preferred.
• 12+ years of progressive experience in FP&A, strategic finance, or executive financial advisory roles.
• Extensive experience supporting SaaS, technology, or high‑growth business models strongly preferred.
• Demonstrated history of influencing enterprise‑level strategy and outcomes.

Skills & Abilities

• Exceptional strategic and financial judgment in complex, ambiguous environments.
• Mastery of enterprise financial modeling, forecasting, and capital allocation concepts.
• Executive‑level communication, influence, and financial storytelling capabilities.
• Hands-on capability to design, deploy, and operationalize AI-powered workflows and intelligent agents within FP&A processes, enabling faster cycle times and higher-quality decision support.
• Ability to synthesize diverse inputs into clear strategic direction.
• Strong leadership presence, credibility, and long‑term orientation.
• Proven ability to operate effectively at the highest levels of the organization.

At PlanSource, benefits are at the core of what we do, and we understand their impact on our employees and their families. That’s why we’ve designed our benefits program to support overall wellbeing across health, financial security, career growth, and work‑life balance.

• Comprehensive health coverage with multiple medical plan options - all covering 100% of in-network preventive care. 
• Employer