Financial Planning & Forecasting
- Own and maintain the company's rolling forecast model, including revenue, headcount, and operating expense
- Lead quarterly reforecast cycles in coordination with department heads, consolidating inputs and surfacing key variances versus budget and prior forecast
- Support the annual operating plan process, including departmental build-ups, scenario modeling, and executive review presentations
Reporting & Analytics
- Prepare monthly and quarterly financial packages for internal leadership and external stakeholders (board, PE sponsor)
- Develop and maintain SaaS KPI reporting: ARR, NRR/GRR, bookings, pipeline, go-live trends, and churn
- Calculate and maintain customer-level ARR tracking, including new logo ARR, expansions, contractions, and churn; serve as the Finance owner of ARR data integrity across systems
- Build and maintain variance analysis with clear narrative bridging actuals to budget and forecast
- Automate and improve recurring reporting workflows to reduce manual effort and improve accuracy
Business Partnering
- Serve as a finance partner to multiple functional areas
- Translate financial data into actionable insights for operational leaders with varying levels of finance literacy
- Support department heads through headcount planning, quota and commission modeling, and budget management
Strategic & Ad Hoc Analysis
- Build scenario and sensitivity models to support strategic decisions (pricing, go-to-market investments, M&A diligence support)
- Contribute to board and investor materials, including financial slides, KPI commentary, and executive summaries
- Assist with ASC 606 revenue recognition reporting and bookings-to-revenue pipeline analysis as needed
Required
- 3–7 years of experience in FP&A, corporate finance, accounting, or a related analytical role
- Prior experience in a SaaS or subscription-based technology company strongly preferred
- Proficiency in Excel financial modeling (multi-tab P&L models, scenario analysis, dynamic lookups); VBA or macro experience is a plus
- Strong command of SaaS metrics: ARR, MRR, NRR, GRR, CAC, LTV, churn, bookings
- Familiarity with GAAP revenue recognition principles, including ASC 606
- Excellent written and verbal communication; able to present clearly to both operational and executive audiences
- High attention to detail with the ability to manage multiple deliverables under deadline
Preferred
- Experience with Jedox, Adaptive Insights, Anaplan, or similar FP&A/EPM platforms
- Exposure to PE-backed company reporting requirements (investor packages, covenant compliance, board materials)
- Experience with Salesforce or CRM data as part of revenue and pipeline reporting
- Bachelor's degree in Finance, Accounting, Economics, or a related field; CPA or CFA progress is a plus (not required)