Oversee the topline revenue function for InvoiceCloud while leading key Corporate FP&A processes
Provide day-to-day guidance and oversight to the Revenue FP&A team member responsible for revenue forecasting
Partner closely with senior Finance leadership on strategic decisions and management reporting
Lead the annual budgeting process by partnering with cross-functional business partners to develop actionable assumptions and track progress throughout the year
Drive the monthly re-forecasting process, maintaining forecast integrity and aligning inputs from functional leaders and the executive team
Deliver financial analytics and monthly reporting activities by leveraging systems and new processes to streamline routine and ad hoc reporting
Develop a repeatable cash flow and balance sheet forecasting cadence while improving efficiency in current processes
Serve as the primary reviewer and thought partner to the Revenue FP&A team member, providing direction, quality review, and guidance
Own revenue-related commentary in monthly and quarterly reporting packages
Manage and mentor a team, fostering a culture of ownership, continuous improvement, and high-quality output
Lead the Revenue Flash and KPI reporting process (Bookings, Go-Lives, Transactions, NRR), ensuring accurate and timely delivery
Support strategic growth planning through long-term revenue modeling and multi-year planning frameworks
Provide data-driven analysis and recommendations to senior leadership for strategic decision-making
Identify opportunities for improvement across forecasting, reporting, and cash modeling processes and implement measurable enhancements
Partner with Sales and GTM leadership on revenue assumptions, pipeline, go-live timelines, and KPI trends
Coordinate across GTM, Accounting, and FP&A to deliver accurate revenue reporting and insights
Lead and/or support quarterly reporting processes including QBR/BoD materials, lender reporting, and executive reporting deliverables
Collaborate with FP&A business partners, consultants, and system stakeholders to enhance Adaptive Planning and financial systems
Identify and implement AI-driven or automated solutions (e.g., forecasting models, reporting generation, anomaly detection) to improve FP&A accuracy, speed, and scalability

Requirements

Minimum of 8 years of experience in Financial Planning & Analysis, with demonstrated success in team leadership and business partnership
Proven experience in topline / revenue FP&A, including ownership of revenue forecasting, KPI reporting, and cross-functional business partner relationships
Experience managing or mentoring a team, with a track record of developing talent and driving high-quality output
FinTech, Software, or SaaS experience strongly preferred; familiarity with subscription revenue models, cohort analysis, or payments is a plus
Bachelor’s degree in Accounting, Finance, or a related field
Self-motivated problem solver with a bias for action and a continuous improvement mindset
Excellent verbal and written communication skills with the ability to synthesize information into insights and recommendations
Outstanding analytical skills with the ability to derive actionable insights from complex data
Demonstrated track record of partnership with all levels of an organization
Strong interpersonal skills and ability to build trusted relationships across the organization
High level of emotional intelligence and self-awareness
Experience with Adaptive Planning is a plus.

Benefits

Medical, dental, vision, life & disability insurance
401(k) plan with company match
Flexible Time Off (FTO), wellbeing days, paid holidays, and summer Fridays
Mental health resources
Paid parental leave & Backup Care
Tuition reimbursement
Employee Resource Groups (ERGs)

Applicant Tracking System Keywords

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

Hard Skills & Tools

Financial Planning & Analysisrevenue forecastingKPI reportingbudgetingcash flow forecastingbalance sheet forecastingdata-driven analysisfinancial analyticsreporting generationanomaly detection

Soft Skills

team leadershipbusiness partnershipmentoringcontinuous improvement mindsetverbal communicationwritten communicationanalytical skillsinterpersonal skillsemotional intelligenceself-awareness

Certifications

Bachelor’s degree in AccountingBachelor’s degree in Finance