Director/Sr. Manager of Financial Planning and Analysis

Director/Sr. Manager of Financial Planning and Analysis

The Director/Sr. Manager, Financial Planning & Analysis reporting to the Director, Finance. The Director/Sr. Manager, FP&A will be a key leader within the FP&A team, focused on orchestrating the budgeting and forecasting cycles within the company, and producing relevant and actionable management reporting and analytics.

The Director/Sr. Manager, FP&A will be responsible for maintaining repeatable and scalable processes that support a fast-paced growing SaaS company. This role will partner very closely with the senior leadership throughout the organization on matters relating to the delivery of financial and operational performance that will enable the company to achieve its strategic objectives.

Responsibilities:

  • Prepare financial plans & forecasts including monthly/quarterly projections, annual operating business plan and line of business budgets.
  • Administer and provide management variance analysis for company planning, forecasting and reporting including all dashboard, operating and board reporting packages
  • Organize and evaluate quantitative data to identify and explain trends, problems, and root causes
  • Work cross-functionally to create visibility into financial performance and understand key operational metrics within the organization to recommend new opportunities and risks
  • Support internal and external financial and management reporting.
  • Support M&A activities including financial modeling, forecasting and integrating financials and operational metrics.
  • Serve as a finance business partner with the Sales & Sales Operations team to provide analysis and insight into the bookings performance and key sales trends.
  • Assist with ad-hoc modeling and analysis


Skills & Requirements
  • 4-5 years Corporate FP&A experience with 1-2 years of Management experience
  • Expert with Excel and PowerPoint
  • Excellent analytical and modeling skills
  • Functions well under pressure; consistently pays attention to accuracy and quality of work.
  • Strong interpersonal, leadership and team-management skills
  • Experience with financial statement analysis and a strong understanding of corporate finance concepts
  • Experience with Revenue Recognition concepts a plus
  • Experience and Solid understanding of US GAAP
  • Strong interpersonal, leadership and team-management skills


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