Job
Description
Key Responsibilities Reporting and Planning Prepare management reporting packs in a timely and clear fashion, with risks, opportunities, and insights identified Provide comprehensive review and commentary at the cost-center level Provide senior leadership monthly financial metrics spanning revenue, P&L, customer margin, product margin, cash flow - covering forecast, actuals, and budget comparisons Drive annual budgets and forecasts, including roll-out of regular reforecasting cycles and processes Manage financial aspects of special projects by determining key drivers, driving the right analyses, and presenting the conclusions Produce models to project long-term growth and determine the impacting business factors Leadership Manage team of FP&A analysts Build cross-functional excellence among departments Be a trusted source of truth to business leaders, partnering to support business needs Drive understanding of business metrics across both revenue and expense trends Present to senior leadership, sharing analysis to enable superior business decisions Process Improvement Support the FP&A transformation agenda with a focus on continuous improvement in efficiency through automation, standardization, and optimization, including choice of tools and methodologies Develop and implement process improvements that scale and amplify the impact of the team’s workstreams Actively participate in the implementation and adherence to new finance requirements, systems, and processes Requirements Bachelor’s degree in Finance, Accounting, or Business-related field with a minimum of 7 years of experience in financial analysis, financial planning, forecasting, or related roles. Experience leading and coaching FP&A teams Intellectually curious with enthusiasm for solving problems and working collaboratively Superior analytical skills and attention to detail, with experience in complex financial modelling Excellent business partner who can build advocacy with stakeholders then drive implementation and track you / your team’s progress Critical thinker who is able to identify solutions to complex problems both independently as well as part of a team. Excellent written and verbal communication skills with the ability to present findings clearly to finance and non-finance stakeholders. Capability to lead global projects and initiatives, meeting tight deadlines in a fast-paced environment. Ability to excel in a highly matrixed organization Experience with automation and data visualization tools Preferred Qualifications CA, CPA or CIMA financial qualifications. Experience in the SaaS or technology industry. Knowledge of securities, financial markets, or fintech, or a strong desire to learn. Experience with accounting software (NetSuite, SAP, etc.), and cloud-based financial planning software (Adaptive Insights), or a willingness to learn. Knowledge of SQL and database querying, or an eagerness to develop these skills. Show more Show less
