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Company

CaptivateIQ · 7 hours ago

Senior FP&A Manager

America, IA

Full-time

Remote

Senior Level

7+ years exp

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Data IntegrationManagement Information Systems

Growth Opportunities

No H1B

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Responsibilities

Strategic Financial Planning: Shape and refine the company's long-term financial strategy in partnership with executive leadership

Budgeting and Forecasting: Own the annual budget process, develop detailed forecasts, and monitor performance against goals, providing actionable recommendations

Performance Analysis: Analyze financial data to identify trends, assess profitability, and uncover opportunities for operational improvement.

Stakeholder Collaboration: Partner with cross-functional teams (Sales, Marketing, Operations) to align financial strategies with business objectives and understand evolving needs

Reporting and Presentation: Prepare and present comprehensive financial reports to senior leadership, translating complex insights into clear, actionable recommendations

Performance Metrics: Develop and track key performance indicators (KPIs) for sales, marketing, and customer experience, creating dashboards to visualize performance (e.g., CAC, CAC payback, Magic Number)

Market Research: Analyze market trends and the competitive landscape to drive strategic decision-making and identify growth opportunities

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial PlanningBudgetingFinancial AnalysisFinancial ModelingSaaS ExpertiseB2B Subscription ModelsAccounting PrinciplesGAAPNon-GAAP MetricsExcelGoogle SheetsMarket ResearchPerformance MetricsKPI Development

Required

Bachelor’s degree in Business, Finance, Accounting, or Economics (or equivalent experience)

7+ years of experience in corporate finance/FP&A roles

Expertise in SaaS or B2B subscription models

Solid understanding of accounting principles, corporate finance concepts, and fluency in translating between GAAP and non-GAAP financial metrics

Strong financial modeling skills with Excel/Google Sheets; ability to build models from scratch

Exceptional communication skills; ability to distill complex data into actionable insights via memos and presentations

Proven analytical and problem-solving abilities in fast-paced, dynamic environments

Preferred

Experience partnering with Go-to-Market teams and managing top-line business planning

Located in a West Coast or Mountain Time timezone

Benefits

(US-ONLY) 100% of medical, dental, and vision covered including 75% for dependents

Flexible vacation days and quarterly mental health days so you can recharge

Enjoy a one-time expense on your 1-year work anniversary (to use for travel, home furnishings, fancy meal)

One time work from home stipend & annual stipends for professional development and caretaking

Virtual team lunches to keep you connected

(US-ONLY) 401k plan to participate in and save towards the future

Newest Apple products to help you do your best work

Employee Resource Groups (ERGs) to support and celebrate the shared identities and life experiences of communities within CaptivateIQ. ERGs directly support our company-wide DEI goals as a space for developing and retaining diverse talent