Job Level
Lead
Tech Stack
MicroservicesTableau
About the role
- Own the timely delivery of consolidated financials (IS, BS and CF) and report performance against our financial targets / operational KPIs, enabling senior leaders and other key decision makers to optimise the performance for their respective functions.
- Lead our forecasting process and strategic planning cycles, including: (i) defining process, timelines and deliverables, (ii) partnering directly with stakeholders to quarterback the process, (iii) preparing consolidated views of the business and (iv) clearly articulating the results/recommendations to C-suite to determine optimal resource allocation.
- Own company-wide headcount planning, partnering closely with People Ops and Talent Acquisition to align hiring plans with financial forecasts, ensure visibility into resource investments, and drive accountability across functions.
- Lead our Corporate FP&A function, including hiring + managing a top-tier team to support the growth and complexity of our business.
- Identify and execute opportunities to streamline and/or automate our core reporting processes in partnership with Accounting, other members of the Finance team and the Revenue Operations team.
- Manage and optimize financial planning tools (e.g. Abacum / other next-gen FP&A tools) and any future tools, including identifying opportunities to better integrate existing business data into our financial systems.
- Own financial reporting for executive and board level audiences, including development of board materials, dashboards and scenarios analysis that highlight opportunities and risks.
- Perform various ad-hoc analysis for leaders and key decision makers.
- Report directly to the Head of Finance and partner cross-functionally.
Requirements
- Bachelor's in Accounting, Finance, or related field (CPA is preferred, but not required)
- 10+ years of progressive experience across a combination of Corporate FP&A, strategic finance, investment banking or private equity
- At least 4+ years in leading the FP&A function at a growth-stage and/or private equity-backed business
- 4+ years of people management experience
- Experience in SaaS, preferably with a usage-based business model component
- Strong understanding of GAAP and non-GAAP reporting metrics in software, financial reporting and internal controls
- Lead change management efforts within G&A and cross-functionally
- Experience with public company quarterly close, reporting cadence, setting guidance, etc.
- Excellent business partnering skills with non-financial leaders across all levels
- Willingness and ability to operate at multiple levels - deep in the details and big picture
- Ability to story-tell with data/analysis and distill complex topics and tradeoffs into a simple framework
- Extremely detail oriented, highly organized and able to balance multiple projects / thrive in a fast-paced environment
- Desire to be a “player-coach” - track record of building and improving existing processes / systems
- Advanced experience with Excel / Google sheets, next gen FP&A tools (e.g. Abacum, Pigment, etc.) and BI tools (Tableau)