FP&A Advisor (Client-facing, SaaS)

Limelight works with finance teams that are outgrowing spreadsheets and need a modern way to plan, forecast, and report. Our customers don’t need “implementation support” — they need a finance partner who understands FP&A deeply and can guide them through real-world planning challenges.

This is a senior, client-facing consulting role. You will work directly with CFOs, VPs of Finance, and FP&A leaders to design, build, and operationalize budgeting, forecasting, workforce planning, and reporting workflows inside Limelight.

If you’ve lived in FP&A, led planning cycles, built models from scratch, and can confidently run a room with finance leaders — this role is for you.

What You’ll Do

Client Leadership & Advisory

• Act as the primary finance advisor for a portfolio of customers during onboarding and beyond

• Lead working sessions with CFOs, VPs of Finance, Controllers, and FP&A teams

• Translate messy, Excel-heavy planning processes into clean, scalable FP&A workflows

• Ask the right finance questions — not just follow a checklist

FP&A Solution Design

• Design and implement:

  • Annual budgets and rolling forecasts

  • Driver-based revenue models

  • Workforce and headcount planning

  • Actual vs budget / variance analysis

  • Board- and exec-ready reporting

• Guide customers on best practices, tradeoffs, and design decisions

• Ensure solutions are not just built — but adopted

Communication & Stakeholder Management

• Clearly explain complex financial concepts to both finance and non-finance stakeholders

• Manage expectations, timelines, and priorities with senior clients

• Confidently present recommendations and push back when needed

• Build trust — customers should feel “this person gets our business”

Collaboration

• Partner closely with Sales, Product, and Customer Success

• Provide feedback to product based on real customer FP&A use cases

• Help shape implementation standards and playbooks as Limelight scales

Who We’re Looking For

Required Experience

• 7+ years of experience in FP&A, finance, or finance consulting

• Prior client-facing experience (consulting, advisory, or external-facing finance role)

• Comfort working directly with CFOs and senior finance leaders

• Advanced Excel/financial modeling background (you’ve built real models, not just reviewed them)

• Experience implementing or working with FP&A tools or ERPs

• Comfortable leading projects without detailed instructions
  
  Education & Credentials

• Bachelor’s degree in Finance, Accounting, Economics, or a related field (required)

• Nice to have certifications CPA or CFA