CARET · 4 hours ago
Finance Manager
CARET is a technology company that empowers legal and accounting firms through automation and innovative solutions. They are seeking a Finance Manager who will act as a strategic business partner, providing financial insights and supporting cross-functional initiatives that drive the company’s growth and operational efficiency.
Information TechnologyLegalPaymentsSoftware
Responsibilities
Serve as the finance lead for cross-functional Go-To-Market initiatives across Sales, Marketing, Customer Success, and Product
Serve as financial lead on pricing and packaging strategy, product commercialization, and financial modeling
Collaborate with Sales on large or complex deals, ensuring timely financial insight and alignment
Design scalable GTM processes and workflows that improve efficiency and productivity
Support GTM organizational design including territory design, quota management, and compensation planning
Own compensation plan modeling and updates aligned with company objectives
Lead preparation of external financial reporting for PE and lender stakeholders
Produce financial statement forecasts and own a rolling cash flow forecast
Own monthly and quarterly reporting cycles ensuring data integrity and insight generation
Provide ad hoc financial analysis for the CEO, CFO, and Board focusing on business performance, scenario planning and risk assessment
Support M&A-related analysis, integration planning, and consolidation activities
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred
6+ years of experience in Finance, FP&A, or Strategic Planning
Strong understanding of SaaS business models and metrics (e.g., ARR, NRR, CAC, LTV, Gross Margin)
Proven experience working cross-functionally with Sales, Marketing, and Operations teams
Strong analytical, modeling, and strategic problem-solving skills
Hands-on experience with financial consolidation and reporting systems (e.g., NetSuite, Adaptive Insights, Anaplan)
Experience working with GTM systems such as Salesforce and Gong
Excellent communication and executive presentation skills
Comfort operating in a fast-paced, evolving environment with shifting priorities
Benefits
Flexible PTO
Paid Parental Leave
Medical, Dental, Paid Sick Days, Vision, and Supplemental Coverage
Flexible Spending Account
Health Savings Account
401(k) match
Company
CARET
AbacusNext is a technology-as-a-service firm that provides tools, payment systems, and software development services.
Funding
Current Stage
Growth StageRecent News
2025-06-24
Financial Post
2023-12-22
2023-12-22
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