Finance Manager
HeartFlow, Inc
Tableau
Vice President, Financial Planning and Analysis
Lumin Digital
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $255,000 - $280,000 per year
Job Level
Lead
Tech Stack
Tableau
About the role
- Lead financial planning, budgeting, forecasting, and analytical activities
- Collaborate with executive leadership and cross-functional teams across Product, Sales, Marketing, Services, and Development
- Manage a team of financial professionals
- Create and manage sophisticated financial models including 3-statement projections
- Oversee annual budgeting and monthly forecasting processes
- Develop financial presentations for Board of Directors and investors
- Produce monthly financial performance reports and trend analyses
- Evaluate and recommend reporting and data analysis for transparency
- Execute special projects and ad-hoc financial inquiries
- Drive FP&A system enhancements, process automation, and operational efficiency
- Perform supervisory responsibilities including hiring, onboarding, performance evaluations, promotions, and terminations
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or related field required
- CPA and MBA preferred
- 15 years of progressive FP&A experience required with at least 5 years in a managerial capacity
- Demonstrated expertise in financial modeling, forecasting, and data-driven analytics within a SaaS or technology environment preferred
- Experience working with start-ups and venture backed companies
- Experience raising venture capital
- Experience working across the C-Suite, in the board room and with investors
- Expert-level Excel and Google Sheets proficiency
- Strong communication skills
- Familiarity with financial analytics and visualization tools (e.g., Tableau, Power BI, Looker) preferred
- SaaS or FinTech industry experience is beneficial
