Manage and enhance the company’s consolidated financial model, maintaining a dynamic, multi-year P&L, cash flow, and balance sheet forecast that underpins strategic and investor planning
Own and refine key corporate assumptions (e.g., merit, benefits, FX, tax, etc.) and maintain visibility into company-level KPIs such as ARR, GRR, NRR, CAC, and LTV
Lead the company’s financial planning and forecasting cadence, including monthly forecasts, quarterly updates, and the annual operating plan, ensuring accuracy, insight, and accountability across all functions
Lead financial reporting for external stakeholders, including recurring investor reporting packages and other committee deliverables
Prepare high-quality presentations and analyses for the Board of Directors, and other executive audiences that clearly communicate financial performance, trends, and insights
Own the continuous improvement of FP&A processes and tools, driving automation, efficiency with AI, and accuracy across Abacum, Google Sheets, and Tableau environments
Partner cross-functionally with Accounting, People, and Strategic Finance teams to ensure alignment across reporting, headcount planning, and performance management
Deliver ad-hoc analyses and scenario modeling that inform strategic decisions and resource allocation
Play a key role in pre-IPO readiness, ensuring the accuracy, discipline, and rigor of corporate reporting meets the expectations of public-company stakeholders

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related field (CPA or MBA a plus)
9+ years of progressive experience in FP&A, strategic finance, investment banking, or private equity, ideally within a high-growth SaaS business
Strong understanding of GAAP and non-GAAP metrics for software companies
Proven experience managing consolidated P&L, balance sheet, and cash flow forecasts
Detail-oriented with exceptional analytical and modelling skills; comfortable handling large data sets and complex models
Excellent communication skills, including experience preparing materials for executive, Board, or investor audiences
Experience working in a public company environment
Advanced proficiency in Excel/Google Sheets and experience with next-gen FP&A tools (e.g., Abacum, Pigment) and BI tools (e.g., Tableau) is a plus
Strong business judgment, intellectual curiosity, and ability to thrive in a fast-paced, high-accountability environment.

Applicant Tracking System Keywords

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

Hard Skills & Tools

financial modelingP&L managementcash flow forecastingbalance sheet forecastingGAAPnon-GAAP metricsanalytical skillsscenario modelingdata analysisfinancial reporting

Soft Skills

detail-orientedexceptional analytical skillsexcellent communication skillsstrong business judgmentintellectual curiosityability to thrive in fast-paced environmentscross-functional collaborationpresentation skillsaccountabilitystrategic thinking

Certifications

Bachelor's degree in FinanceBachelor's degree in AccountingBachelor's degree in EconomicsCPAMBA