Manager, Financial Planning and Analysis

Meet Benevity

Benevity is the way the world does good, providing companies (and their employees) with technology to take social action on the issues they care about. Through giving, volunteering, grantmaking, employee resource groups and micro-actions, we help most of the Fortune 100 brands build better cultures and use their power for good. We’re also one of the first B Corporations in Canada, meaning we’re as committed to purpose as we are to profits. We have people working all over the world, including Canada, Spain, Switzerland, the United Kingdom, the United States and more!

High-Level Overview

Benevity is the global leader in workplace giving, volunteering, donation matching, and community investment software. We're looking for a Manager, Financial Planning & Analysis to help drive our financial planning and analysis processes, support strategic decision-making, and deliver actionable insights to senior leadership. This is a high-impact, cross-functional role for someone who loves working with data, solving complex problems, and contributing to a mission-driven company.

If you're detail-oriented, analytical, and energized by turning data into decisions—while supporting a purpose-driven team—this role is for you.

What you'll do:

• Lead annual budgeting and forecasting processes in partnership with senior business leaders

• Prepare monthly, quarterly, and annual financial reports and variance analyses for executive leadership

• Spearhead the automation of our financial operations, leveraging AI and modern development tools to transition the team from manual Excel spreadsheets to highly scalable, automated workflows.

• Develop and maintain financial models for scenario planning, sensitivity analysis, and long-term forecasts

• Provide financial support on strategic initiatives, investments, and operational improvements

• Identify and drive continuous improvements in financial processes, systems, and reporting workflows

• Collaborate with Accounting and other Finance teams to ensure accurate and timely reporting in line with accounting standards

• Monitor and report on financial and operational KPIs, offering insights to drive performance

• Support ad hoc analyses, M&A, due diligence, and special projects as needed

• Manage and mentor a team of FP&A professionals, fostering growth and development

What you'll bring:

• Bachelor’s degree in Finance, Accounting, Business, or a related field; MBA or advanced degree preferred

• CPA, CFA, or equivalent professional designation; knowledge of US GAAP is a plus

• Proven technical development and AI competencies (e.g., Python, SQL, AI/ML tools), with a strong track record of modernizing finance operations and reducing spreadsheet reliance.

• 7+ years of experience in FP&A, Corporate Finance, or related roles; experience in SaaS or tech is an asset

• Strong financial modeling, forecasting, and analytical skills

• Advanced Excel skills and 3+ years’ experience with financial planning tools (e.g., Adaptive Insights, Anaplan)

• Experience with Netsuite or similar accounting software

• Detail-oriented, data-driven, and comfortable challenging the status quo

• Able to manage competing priorities and thrive in a fast-paced, high-growth environment

• Strong communication and collaboration skills, with the ability to influence cross-functional stakeholders

• Familiarity with business intelligence tools (e.g., Tableau) is a plus

Discover your purpose at work

We’re not employees, we’re Benevity-ites. From all locations, backgrounds and walks of life, who deserve more …

Innovative work. Growth opportunities. Caring co-workers. And a chance to do work that fills us with a sense of purpose.

If the idea of working on tech that helps people do good in the world lights you up ... If you want a career where you’re valued for who you are and challenged to see who you can become …

It’s time to join Benevity. We’re so excited to meet you.

Where We Work

At Benevity, we embrace a flexible hybrid approach to where we work that empowers our people in a way that supports great work, strong relationships, and personal well-being. For those located near one of our offices, while there’s no set requirement for in-office time, we do value the moments when coming together in person helps us build connection and collaboration. Whether it’s for onboarding, project work, or a chance to align and bond as a team, we trust our people to make thoughtful decisions about when showing up in person matters most.

Join a company where DEIB isn’t a buzzword

Diversity, equity, inclusion and belonging are part of Benevity’s DNA. You’ll see the impact of our massive investment in DEIB daily — from our well-supported employee resources groups to the exceptional diversity on our leadership and tech teams.

We know that diverse backgrounds, experiences, skills and passions are what move our business and our people forward, so we're committed to creating a culture of belonging with equal opportunities for everyone to shine.

That starts with a fair and accessible hiring process. If you want to feel seen, heard and celebrated, you belong at Benevity.

Candidates with disabilities who may require accommodations throughout the hiring or assessment process are encouraged to reach out to [email protected].