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FinQuery, Formerly LeaseQuery

Finance Manager

FinQuery, Formerly LeaseQuery

Finance 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.

Posted 7/8/2026full-timeAtlanta • 🇺🇸 United StatesMid-LevelSeniorWebsite

Tech Stack

Tools & technologies
SQLTableau

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