Serve as the primary finance partner to the Professional Services and Customer Experience teams
Lead quarterly, annual and long-term financial planning for the services businesses
Develop financial models to evaluate pricing, profitability and capacity for new and existing service offerings
Translate business growth and corporate goals into services financial impacts
Develop clear, executive ready reporting for sr. leadership
Monitor and pursue variances with plans and forecasts, providing actionable insights along with risks and opportunities analyses
Partner with business operations teams to develop and refine appropriate performance measurements and appropriate dashboards
Leverage AI tools for deeper understanding of data and business trends for the services businesses
Provide financial diligence on and deal support on services sales to deliver on margin goals
Partner with business, procurement and legal teams with evaluations of third-party vendor contracts
Manage services P&L, headcount and third-party investments
Track and analyze backlog, billings, deal profitability, capacity utilization and margins by geography
Partner with accounting on vendor spend accruals, revenue recognition as needed.

Requirements

7 years + experience working in Services FP&A
A curiosity to learn and take initiative to proactively solve problems independently
Flexible and agile with the ability to manage multiple tasks and priorities in a fast-paced environment
Ability to understand business issues and be able to clearly and concisely put together recommendations and implementation plans and present to financial and non-financial leaders
Strong critical thinking, organizational, interpersonal, communication and collaboration skills
Advanced skills in Excel with the ability to build complex financial models and perform detailed analysis
Solid overall business acumen including accounting/financial experience
Experience with SFDC, Adaptive Insights, Tableau, Netsuite and various AI tools
Demonstrated ability to leverage AI tools to enhance productivity, streamline workflows, and support decision making
Attention to detail.

Benefits

Health and wellness benefits
Vacation
Paid holidays and refresh days
401(k) retirement plan
Life and disability insurance coverages
Other benefits the Company may offer from time to time

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial modelingpricing analysisprofitability analysiscapacity analysisP&L managementbacklog trackingbillings analysisdeal profitability analysisrevenue recognitionvendor spend accruals

Soft Skills

critical thinkingorganizational skillsinterpersonal skillscommunication skillscollaboration skillsproblem-solvingflexibilityagilityattention to detailinitiative