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Finance Manager
FinQuery, Formerly LeaseQueryFinance Manager providing strategic financial analysis and insights at FinQuery, a leader in accounting automation. Collaborating across sales, legal, and finance to enhance decision-making and efficiency.
Tech Stack
Tools & technologiesSQLTableau
About the role
Key responsibilities & impact- Lead the design and maintenance of financial models, templates, and dashboards that track spend, product costs, and key business initiatives
- Analyze SaaS and business performance metrics and turn them into recommendations partners can actually act on
- Lead monthly, quarterly, and annual budgeting and forecasting, including P&L, cash flow, and balance sheet projections, and contribute to long-range planning
- Dig into variance and trend analysis and advise stakeholders on what's driving the numbers
- Advise partners across the organization on financial insights that improve performance and efficiency
- Lead deep-dive customer analysis, including bookings, retention, and churn, to inform strategic decisions
- Partner with Sales, Revenue Operations, Legal, and Finance leadership to design and evaluate sales compensation plans
- Contribute financial models and metrics to our board and investor reporting
- Track progress against strategic growth initiatives alongside functional leaders
- Partner with our systems teams to keep financial data flowing accurately between our core finance and CRM systems
- Evaluate pricing strategy and provide the financial analysis behind pricing decisions
- Bring AI-enabled tools into recurring reporting, forecasting, and reconciliation work
- Stay ahead of emerging AI and analytics approaches and recommend where they'd make the biggest impact
Requirements
What you’ll need- Advanced Excel skills, including pivot tables, macros, and complex data work
- Strong PowerPoint skills for building executive-ready presentations
- Experience building financial models and dashboards using tools like Tableau
- Familiarity with Workday Financials and CRM systems like HubSpot
- Comfort with SQL or similar tools to pull and analyze data from multiple sources
- Genuine interest in using AI tools to improve how financial work gets done
- Fluency in SaaS metrics like ARR, NRR, GRR, CAC payback, and Rule of 40
- Understanding of how multi-currency and FX movement affects financial reporting
- Sharp analytical instincts and high attention to detail
- Comfort working with large, messy, multi-source data sets
- A knack for building strong relationships across finance and the broader business
- The ability to juggle competing deadlines without dropping the ball
- The ability to explain complex financial analysis in a way anyone can understand
- Bachelor's degree in Accounting, Finance, or a related field; CPA, CFA, or MBA a plus
- 3+ years in FP&A, accounting, or a related analytical role; SaaS, subscription-business, or investment banking analyst background a strong plus
- Exposure to sales compensation plan design, board or investor reporting, or a PE-backed/growth-stage environment is a plus, but not required
Benefits
Comp & perks- Annual employee development program stipend of $2,000 for each employee
- Mentorship program (available immediately)
- Sabbatical program (4 weeks after 5 years of service)
- Advancement opportunities based on results, not politics
- 401(k) plan with employer matching
- Signing stipend for a work-from-home setup
- Great health benefits with multiple plan option
- Flexible PTO (including 11 holidays and your birthday off)
- Free gym membership at our office (Atlanta HQ)
- Casual dress environment (when in office)
- Catered lunches every Tuesday & Thursday (when in office)
- Parental Leave Benefits
- Fertility/Adoption Assistance
- Annual tutoring stipend for your children
ATS Keywords
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Hard Skills & Tools
Financial ModelingBudgetingForecastingData AnalysisExcelSQLTableauFinancial ReportingVariance AnalysisTrend Analysis
Soft Skills
Analytical ThinkingAttention to DetailRelationship BuildingCommunication SkillsTime Management
Certifications
CPACFAMBA