ERPSQLRAISaaSLeadershipProject ManagementRemote Work
About this role
Role Overview
Partner with CTO and CPO to drive financial decision-making for the R&D organization, including evaluating technical debt vs. feature investment trade-offs, conducting ROI analyses for product initiatives, and building product line P&Ls that inform strategic priorities
Translate product roadmaps into financial forecasts, ensuring alignment between engineering capacity, product strategy, and financial targets
Lead monthly and quarterly forecasting processes for R&D, collaborating with leadership to develop accurate projections based on hiring plans, project timelines, and resource allocation
Manage project tracking systems to monitor R&D spending across initiatives, connecting data from multiple sources (HRIS, project management tools, financial systems) to provide comprehensive visibility
Deliver monthly budget vs. actual analysis with detailed variance explanations, drilling into payroll, contractor spend, and vendor costs to identify trends and opportunities
Analyze key business drivers to quantify how R&D investments translate into product velocity, customer adoption, and incremental revenue
Own COGS hosting forecasting and analysis, partnering with engineering and operations teams to model cost drivers and identify optimization opportunities
Develop headcount planning models that balance investment needs with efficiency targets
Identify and implement process improvements to streamline reporting workflows, leveraging automation and AI where appropriate
Prepare board-ready materials with clear narratives and compelling data visualization that communicate complex financial stories to non-financial audiences
Requirements
5+ years of FP&A experience with demonstrated expertise in financial modeling and business partnership, preferably in high-growth or PE-backed companies
Bachelor's degree in Finance, Accounting, Economics, or related field; MBA a plus
Advanced proficiency in Excel to facilitate complex modeling
Experience with financial systems (NetSuite or similar ERP platforms)
Comfort working with data from multiple systems and building integrated reporting solutions
Exceptional analytical abilities with proven problem-solving skills and intellectual curiosity
Ability to translate complex financial concepts for non-financial stakeholders with clarity and impact
Strong business acumen with the ability to connect financial metrics to operational drivers
High attention to detail with the ability to balance precision and speed in a fast-paced environment
Self-starter who can manage competing priorities and drive projects independently
Collaborative mindset with strong interpersonal skills
Preferred Skills
SaaS or subscription-based business model experience
Project-based finance support for engineering or product teams
International/multi-entity company experience
Familiarity with SQL, or data visualization tools (PowerBI)
M&A or integration experience
Tech Stack
ERP
SQL
Benefits
Work with a global team! We have colleagues and customers across North America and overseas.
Veriforce is a great place to work! Our leaders and teams cite culture as one of the top reasons this is a great place to