Build your future with Sovos.

If you’re seeking a career where innovation meets impact, you’ve come to the right place. As a global leader, Sovos is transforming tax compliance from a business requirement to a force for growth while revolutionizing how businesses navigate the ever-changing regulatory landscape.

At Sovos, we’re dedicated to more than just solving compliance challenges — we’re committed to making a positive and lasting difference in everything we do. Our teams operate on the modern edge of digital technology, working not only to solve complex business challenges but also to enrich our personal, professional, and local communities.

Our purpose-built systems provide the tools you need to thrive in a world where governments demand increased visibility, faster reporting and greater control over business processes. Excited about the possibilities? So are we!

Don’t worry if you don’t check all the boxes — apply anyway! We’re focused on hiring the right people, not just the “right” resume. It’s not about what you’ve done elsewhere; it’s all about what you’re capable of doing here.

The Work You’ll Do:

As the Financial Planning & Analysis Manager, you will serve as the dedicated financial business partner to Sovos’ Sales and Marketing organizations. This is a high-impact, highly visible role at the intersection of finance and go-to-market strategy — you’ll drive budgeting, forecasting, and long-range planning while delivering executive-ready analyses that shape investment decisions across the business.

More specifically, you will:

• Serve as the primary financial advisor to Sales and Marketing leadership, building trusted relationships with the CRO and CMO (or equivalent) to proactively surface financial insights and influence resource allocation decisions

• Build and maintain detailed Sales capacity models to optimize headcount planning, productivity, and quota structures; own pipeline funnel analysis, coverage ratios, and sales forecasting in partnership with Revenue Operations

• Partner with Sales Operations to evaluate and support incentive compensation plans, ensuring alignment with overall company objectives and financial plans

• Own the end-to-end budgeting and planning process for the Sales and Marketing organizations, proactively identifying areas for spend optimization and investment reallocation

• Partner with Marketing leadership to evaluate campaign performance, track CAC/LTV trends, and assess pipeline contribution by channel; provide financial frameworks to guide marketing spend and measure ROI

• Execute monthly financial forecasts, annual budgets, and long-range planning activities

• Collaborate with Accounting to maintain consistency between budgets, forecasts, and reported financials

• Provide insightful reporting, presentations, variance explanations, and data analyses (e.g., ARR, revenue, expense) to senior management in support of forecasting, business reviews, and performance management

• Communicate the ‘story’ behind the numbers clearly and compellingly to senior stakeholders

• Project manage the monthly Operational Review and Board of Directors reporting processes, ensuring deadlines are met

• Partner with cross-functional teams to ensure data quality and accuracy within key financial systems (e.g., Adaptive, Keystone, NetSuite)

• Own design, development, implementation, and maintenance of integrated financial models and processes

• Lead ad hoc modeling to support strategic and operational initiatives

What We Need From You

• Bachelor’s Degree in Business, Finance, Economics, or Accounting; MBA a plus

• 5+ years of experience in a financial-based role, ideally within Private Equity-backed SaaS companies

• Strong understanding of SaaS metrics (e.g., MRR, ARR, GRR), forecasting, and financial modeling best practices

• Experience collaborating with international GTM teams (primarily EMEA and Asia Pacific) is a plus

• Strong proficiency in Excel, including financial modeling, scenario analysis, and pivot tables

• Hands-on experience with Adaptive, NetSuite, Salesforce, and Tableau or Power BI

• Working knowledge of GAAP to ensure forecasts reconcile with reported results

• Self-starter with strong problem-solving, analytical, and critical-thinking skills

• Excellent verbal and written communication skills, with the ability to distill complex analyses into clear, actionable insights for stakeholders

• Preferred time zone: Eastern

• Due to client contractual obligations, the successful candidate will be asked to clear a background check and drug test upon hire

What Does Sovos Offer You?

The tools to enhance your life - because we want you to enjoy your life outside of work and inside!

• Flexible Time-Off

• Comprehensive Health, Dental and Vision benefits

• 401(k) with employee sponsored match

• Bi-Weekly Meeting Free Days

• Mentoring Programs

• Globally recognized Training and Development programs

• Tuition Reimbursement, Time off to Volunteer, Charitable Giving Match, and more!

Sovos is an equal opportunity employer committed to providing an environment that celebrates diversity and where equal employment opportunities are available to all applicants and employees. We do not discriminate against race, color, religions, national origin, age, sex, marital status, physical or mental disability, veteran status, gender identity, sexual orientation, or any other characteristic provided by law. At Sovos, all employees are encouraged to bring their whole selves to work.

Company Background

Sovos is a global provider of tax, compliance and trust solutions and services that enable businesses to navigate an increasingly regulated world with true confidence. Purpose-built for always-on compliance capabilities, our scalable IT-driven solutions meet the demands of an evolving and complex global regulatory landscape. Sovos’ cloud-based software platform provides an unparalleled level of integration with business applications and government compliance processes.

More than 100,000 customers in 100+ countries — including half the Fortune 500 — trust Sovos for their compliance needs. Sovos annually processes more than three billion transactions across 19,000 global tax jurisdictions. Bolstered by a robust partner program more than 400 strong, Sovos brings to bear an unrivaled global network for companies across industries and geographies. Founded in 1979, Sovos has operations across the Americas and Europe, and is owned by Hg and TA Associates. For more information visit www.sovos.com and follow us on LinkedIn and Twitter.