Transact Campus · 2 days ago

FP&A Manager

United States

Full-time

Remote

Mid, Senior Level

5+ years exp

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Responsibilities

Conduct in-depth financial analysis to evaluate company performance and financial insights, including variance analysis, trend analysis, and scenario planning regarding M&A and contingencies.

Create business recommendations informed by data-driven analysis to support the decision-making process, including business performance analyses, benchmarking and ROI analysis.

Analyze and assist in monthly forecast review and consolidation. Assist in consolidation and structuring of annual budget, quarterly forecasts, and long-term financial plans.

When needed, perform detailed financial modeling in support of M&A strategy.

Prepare financial reports to management, highlighting key financial trends, variances, and insights of the business.

Ensure accuracy and integrity of financial data within the financial systems. Develop and maintain financial models, data loads and databases.

Develop monthly key performance indicators (KPIs) to track business performance and support strategic initiatives.

Provide ad hoc financial analysis to support special projects, strategic initiatives, and business cases.

Work closely with cross-functional teams, including Executive Leadership team, Sales, Marketing, Engineering, Service & Support, and Operations, to gather data and insights for financial analysis.

Qualification

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Financial AnalysisFinancial ModelingFinancial ForecastingSaaS Metrics KnowledgeERP Software ExperienceAdvanced Excel SkillsCFA CertificationCPA CertificationContinuous Improvement

Required

Education: Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA or relevant certification (CFA, CPA) is a plus.

Experience: 5-10 years of experience in financial analysis and modeling, preferably in a SaaS or technology company. Experience in a professional services firm, such as investment banking or consulting, is highly desirable.

Technical Skills: Proficiency in financial modeling, advanced Excel skills and robust financial modeling experience. Significant user experience with financial planning and ERP software, preferably NetSuite, and experience with financial planning software. Robust modeling experience a plus.

Analytical Skills: Strong analytical and problem-solving skills, with the ability to synthesize complex data into actionable insights.

Communication: Excellent written and verbal communication skills, with the ability to present complex financial information to non-financial stakeholders.

Attention to Detail: High level of accuracy and attention to detail.

Team Player: Ability to work effectively in a collaborative, flexible, fast-paced environment. 'Can do' approach and high level of commitment to delivering accurately and on time.

Preferred

Deep Knowledge of SaaS Metrics: in-depth understanding of key SaaS metrics such as MRR, ARR, CAC, expansion, retention, churn rates, and renewal rates.

Experience with ERP Systems: Experience with ERP systems such as NetSuite or similar platforms.

Continuous Improvement: A proactive approach to improving financial processes and systems.