Copado · 1 day ago
Director, Financial Planning & Analysis (New Orleans, USA)
New Orleans, LA
Full-time
Remote
Director/Executive
8+ years exp
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Responsibilities
Develop and maintain comprehensive financial models, forecasts, and budgets that align with the company's growth objectives and define its success.
Collaborate with various stakeholders to set targets, assess financial performance, and provide recommendations for improvement.
Partner with different departments, including Revenue Operations, Sales, Operations, and Marketing, to provide financial guidance, support decision-making, and drive operational efficiency.
Act as a trusted advisor to business leaders, providing financial insights and recommendations.
Conduct in-depth financial analysis, including variance analysis, scenario modeling, and sensitivity analysis.
Identify trends, risks, and opportunities to support the company’s strategic goals.
Prepare and present regular financial reports and SaaS metrics to senior leadership, board members, and investors.
Highlight key insights, trends, and recommendations for improving financial performance.
Continuously evaluate and improve financial planning and analysis processes, tools, and systems to enhance efficiency, accuracy, and scalability with a view to IPO readiness.
Drive automation initiatives and use AI where beneficial to foster best practices and develop reporting and analysis activities.
Encourage a collaborative and high-performance culture within the team and the company as a whole.
Lead and mentor a team of FP&A professionals including data scientists by providing guidance, coaching, and development opportunities.
Qualification
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Required
Bachelor's degree in Finance, Accounting, or a related field
At least 8-12 years of progressive experience in financial planning and analysis within the SaaS industry
Strong understanding of SaaS business models, revenue recognition principles, and subscription-based metrics (ARR, MRR, CAC, churn, etc.)
Demonstrated expertise in financial modeling, forecasting, budgeting, and analysis
Proven ability to interpret complex financial data and distill key insights to drive decision-making
Excellent collaboration and communication skills with the ability to build strong relationships with stakeholders at all levels
Ability to think strategically and provide valuable insights into the company's financial performance, growth opportunities, and risks
Strong leadership abilities with the capability to inspire and motivate a team
Exceptional analytical and problem-solving skills, coupled with a keen attention to detail
Proficiency in financial analysis tools and systems (Excel, ERP, BI tools, etc.)
Thrive in a fast-paced, high-growth environment
Preferred
MBA
CPA and/or early experience in public accounting
Experience in supporting strategic planning and M&A activities
Experience in managing and developing a team of financial professionals
Specific experience with Salesforce, Tableau, and Netsuite
Company
Copado
Copado is an end-to-end native DevOps platform built for Salesforce.
501-1,000 employees
Funding
Current Stage
Late StageTotal Funding
$270.83MKey Investors
Insight Partners
2021-09-13Series C· $140M
2021-02-17Series B· $96M
2020-06-18Series B· $26M
Leadership Team
Ted Elliott
CEO
Federico Larsen
CTO & Co-founder
Recent News
2024-11-13
2024-05-23
Company data provided by crunchbase
