Build and own updates to financial models for revenue, expenses, cash flow, headcount, and SaaS metrics
Maintain and refine rolling forecasts and detailed budgeting templates
Track and model SaaS performance indicators: ARR/MRR, churn, retention, CAC, LTV, cohort performance, etc.
Construct monthly, and quarterly financial reports and metrics and analyze variances
Dive into ad-hoc analytics requests, extracting insights and translating them into explanations and recommendations
Support financial diligence, valuation modeling, and scenario analysis for potential M&A opportunities
Assist with integration modeling and post-acquisition performance tracking as needed
Partner with Sales, Marketing, and Customer Success to understand drivers of performance and model impacts at a granular level
Participate in and reviews aspects of the month end close process
Lead Sales commission variable compensation calculation and financial administration
Ensure financial data integrity and alignment between actuals and models
Prepare and deliver regular financial reporting to the VP of Finance & Accounting, COO, CEO, and Board of Directors
Clearly articulate model assumptions, limitations, and insights to non-finance stakeholders

Bachelor’s degree in Accounting/Finance or related field.
CPA and/or MBA.
5–8+ years of FP&A, corporate finance, or related experience.
Prior experience in a SaaS FP&A role.
Excellent verbal and written communication skills
Excellent organizational skills and exceptional attention to detail
Excellent time management skills with a proven ability to meet deadlines
Excellent analytical and problem-solving skills
Ability to prioritize multiple concurrent tasks / workstreams and delegate as appropriate
Ability to function well in a high-paced and at times stressful environment
Deep experience with business performance forecasting and scenario modeling
Proficient with Microsoft Office Suite
Prior experience with major ERP system required; experience with NetSuite preferred.

FP&A Manager

Key skills