Access Softek

Financial Planning and Analysis

• Own and manage the QuickBooks Online environment
• Map historical data from QB Desktop to the new Chart of Accounts for seamless Year-Over-Year reporting
• Execute the financial separation of consulting business from the main FinTech entity
• Develop allocation methodologies for shared resources (servers, overhead) to produce standalone P&Ls for both entities
• Own the ARR Waterfall — tracking New Logos, Expansion, Contraction, and Churn
• Perform NRR and GRR analysis with clear understanding of what's driving the numbers
• Maintain a live, audit-ready database of all customer contracts
• Ensure billing in QBO matches recognized revenue in our models
• Allocate costs to products and clients to understand unit economics and provide guidance on strategic decisions
• Track headcount costs and allocation across R&D, COGS, and OpEx

Senior FP&A, Strategic Finance – SaaS

Account Executive

• Identify, prospect, and develop relationships with key decision-makers at credit unions within the assigned territory (Central U.S.)
• Leverage your existing professional network to generate leads, introductions, and pipeline opportunities
• Own the full sales cycle from lead generation through contract negotiation and closing of new business
• Meet and exceed ambitious annual sales and revenue targets
• Conduct effective product presentations and solution demos for executive and technical audiences within credit unions
• Stay current on market trends, regulatory changes, and competitor activity specific to digital banking and card processing
• Collaborate closely with pre-sales solutions architects and implementation teams to ensure successful hand-off and customer onboarding
• Maintain detailed pipeline and activity reporting in CRM

Senior FP&A, Strategic Finance – SaaS

Senior Sales Executive