MarginEdge

Client Services Representative

• Process and manage client purchase data, including coding items, performing unit/quantity conversions, and reconciling vendor information between our systems and the client's accounting system.
• Ensure data quality by identifying and reporting invoice processing errors and conducting thorough quality check reviews.
• Collaborate effectively across the organization and be a trusted partner to internal and offshore teams, maintaining promised timelines.

Client Services Specialist – Part-Time

Financial Planning and Analysis

• Own the FP&A Function
• Lead all company-wide financial planning, forecasting, and reporting processes
• Build and maintain both top-down and bottoms-up budgets and forecasts
• Drive monthly, quarterly, and annual planning cycles in a business where assumptions may shift frequently
• Develop scalable FP&A processes that can evolve with the company
• Partner closely with each Executive and VP to:
• Understand operational drivers and shifting priorities
• Translate strategy into actionable financial plans
• Provide decision-support in real time as the business pivots
• Deliver insights that influence prioritization, investment decisions, and long-term planning
• Bring clarity and structure to ambiguous or rapidly changing initiatives
• Own budget-to-actual reporting and variance analysis
• Identify risks and opportunities early, especially as plans evolve
• Drive accountability while maintaining strong cross-functional relationships
• Improve visibility into key business performance drivers
• Develop and refine models across both SaaS and Fintech components of the business
• Understand recurring revenue metrics (ARR, churn, LTV/CAC, gross margin)
• Incorporate payments economics, transaction revenue, and cost structures
• Support strategic planning, scenario modeling, and executive-level reporting
• Enhance dashboards, reporting tools, and planning systems
• Ensure accuracy, consistency, and transparency in financial data
• Build scalable infrastructure to support growth and change.

Director of FP&A

• Manage and maintain company wide financial model to generate updated, real-time income statement, balance sheet, and cash flow projections.
• Identify trends in financial performance and provide recommendations for improvement.
• Generate reporting and provide analysis of monthly business results for key stakeholders of the company (executive team, department heads, investors, etc.)
• Track actual performance against plan and provide clear and concise variance analyses that describe metrics and other variance drivers.
• Prepare monthly reporting for board members and create financial slides for quarterly board meetings.
• Assist in financial due diligence for potential capital raises and M&A transactions.
• Build simple models from scratch and modify existing models to support business needs and decision-making.
• Work closely with leadership report and analyze the key operational metrics driving business growth.
• Influence business decisions with data-driven analysis.
• Deliver insights into drivers of growth, costs, user metrics, and market trends.
• Identify risks and opportunities with actionable recommendations.
• Assist accounting team with month-end close procedures, reconciliations, and compliance reporting as needed.

Financial Analyst

• Own the FP&A Function
• Lead all company-wide financial planning, forecasting, and reporting processes
• Build and maintain both top-down and bottoms-up budgets and forecasts
• Drive monthly, quarterly, and annual planning cycles in a business where assumptions may shift frequently
• Develop scalable FP&A processes that can evolve with the company
• Partner closely with each Executive and VP to: Understand operational drivers and shifting priorities
• Translate strategy into actionable financial plans
• Provide decision-support in real time as the business pivots
• Deliver insights that influence prioritization, investment decisions, and long-term planning
• Bring clarity and structure to ambiguous or rapidly changing initiatives
• Own budget-to-actual reporting and variance analysis
• Identify risks and opportunities early, especially as plans evolve
• Drive accountability while maintaining strong cross-functional relationships
• Improve visibility into key business performance drivers
• Develop and refine models across both SaaS and Fintech components of the business
• Understand recurring revenue metrics (ARR, churn, LTV/CAC, gross margin)
• Incorporate payments economics, transaction revenue, and cost structures
• Support strategic planning, scenario modeling, and executive-level reporting
• Enhance dashboards, reporting tools, and planning systems
• Ensure accuracy, consistency, and transparency in financial data
• Build scalable infrastructure to support growth and change.

Client Services Specialist – Part-Time

Director of FP&A

Financial Analyst

Senior Manager, FP&A