Exegy

FP&A Manager

Exegy

full-time

Posted on:

Location Type: Hybrid

Location: St. Louis • Montana • United States

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Tech Stack

ERP

About the role

  • Support FP&A deliverables for a $100M+ PE-backed SAAS company
  • Lead the preparation, analysis, and distribution of monthly revenue reporting, including product line performance, revenue trends, and variance analysis
  • Drive initiatives to optimize revenue by analyzing key drivers such as pricing, customer mix, and product portfolio, and provide actionable recommendations to leadership
  • Collaborate with sales and product teams to forecast future revenues, improve accuracy, and develop strategic pricing models based on market trends and sales pipelines
  • Develop and refine financial models for revenue forecasting, scenario analysis, sensitivity analysis, and pro forma projections
  • Monitor and track key revenue streams, analyzing customer behavior, retention, and lifetime value to identify growth opportunities and mitigate risks
  • Support acquisition-related revenue modeling, due diligence, integration activities, and ensure accurate revenue reporting post-acquisition
  • Partner with VP FP&A to contribute revenue-related inputs for the annual budget, quarterly forecasts, and long-term financial planning
  • Ensure accurate allocation of revenue and margin by product lines and collaborate with cross-functional teams to enhance revenue reporting processes
  • Prepare detailed revenue presentations for Board meetings and investors, focusing on performance, growth initiatives, and strategic insights
  • Lead efforts to continuously improve revenue reporting accuracy, transparency, and timeliness

Requirements

  • Bachelor’s degree in Finance, Accounting, Business, or a related field; MBA or CPA preferred
  • Minimum of 5 years of experience in revenue management, financial analysis, or similar role in a SaaS environment
  • Strong proficiency in Excel, PowerPoint, ERP systems (e.g., NetSuite), and financial analysis tools.
  • Experience working in a Private Equity-backed or SaaS company is a plus
  • Exceptional analytical skills with the ability to translate complex data into actionable insights
  • Ability to manage multiple priorities, work independently, and meet tight deadlines
  • Excellent communication and presentation skills, with the ability to influence cross-functional stakeholders
  • Results-driven and detail-oriented, with a passion for driving financial performance and growth
Benefits
  • Health insurance
  • Retirement plans
  • Paid time off
  • Flexible work arrangements
  • Professional development

Applicant Tracking System Keywords

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

Hard skills
financial modelingrevenue forecastingvariance analysissensitivity analysisscenario analysisdata analysisrevenue reportingpricing modelsfinancial analysisrevenue management
Soft skills
analytical skillscommunication skillspresentation skillsinfluencing skillsresults-drivendetail-orientedindependent worktime managementcollaborationstrategic thinking
Certifications
Bachelor’s degree in FinanceBachelor’s degree in AccountingBachelor’s degree in BusinessMBACPA