About the Role
Key Responsibilities:
Financial Planning & Analysis: Develop and manage budgeting, forecasting, and long-term financial planning processes.
Data-Driven Insights: Analyze financial and operational data to provide actionable insights that support strategic decision-making.
KPI Development & Monitoring: Define, track, and report key performance indicators (KPIs) to assess business performance.
Variance Analysis: Conduct monthly and quarterly variance analysis, highlighting key drivers and recommending corrective actions.
Business Partnering: Work closely with department heads to provide financial guidance and ensure budget alignment.
Cash Flow Management: Support cash flow forecasting and working capital analysis to optimize financial health.
Financial Modeling: Build and maintain complex financial models to assess profitability, investment opportunities, and cost efficiencies.
Reporting & Presentations: Prepare financial reports, dashboards, and executive presentations to communicate financial performance and forecasts.
Process Improvement: Identify opportunities to streamline FP&A processes, enhance reporting capabilities, and improve financial systems.
Requirements
Experience: 5+ years in FP&A, corporate finance, or a related field, preferably in SaaS, technology, or a high-growth company.
Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field (CFA, CPA, or MBA is a plus).
Technical Skills: Proficiency in financial modeling, Excel, and financial planning tools (Adaptive Insights, Anaplan, or similar).
Systems Knowledge: Experience with ERP and BI tools (NetSuite, Tableau, Power BI, Looker, etc.).
Analytical & Problem-Solving: Strong ability to analyze financial data and translate it into strategic insights.
Hands-On & Detail-Oriented: Willingness to dive into details while also thinking strategically.
Communication & Collaboration: Excellent written and verbal communication skills, with the ability to present complex data clearly to non-finance stakeholders.
About the Company
We are seeking a hands-on FP&A Manager to drive financial planning, forecasting, and strategic decision-making within our organization. This role is ideal for someone who thrives in a fast-paced environment and is eager to roll up their sleeves to improve financial processes, provide data-driven insights, and collaborate across departments. The ideal candidate will have strong analytical skills, a deep understanding of financial modeling, and experience in SaaS, technology, or high-growth industries.