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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.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial modeling, budgeting, and forecasting, with a strong focus on SaaS metrics and data analysis. Proficient in leveraging AI tools and advanced Excel skills to enhance financial reporting and insights.
Highest-signal resume keywords
Financial ModelingAdvanced Excel SkillsSaaS Metrics FluencyData Analysis with SQLSales Compensation Plan Design
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingBudgetingForecastingData AnalysisExcelSQLTableauFinancial ReportingVariance AnalysisTrend Analysis
Soft Skills
Analytical ThinkingAttention to DetailRelationship BuildingCommunication SkillsTime Management
Tools & Technologies
TableauWorkday FinancialsHubSpotAI ToolsCRM Systems
Certifications & Qualifications
CPACFAMBA
Industry Keywords
SaaSFP&ASubscription BusinessInvestment BankingPE-Backed Environment
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