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About the role
Key responsibilities & impact- Fully own forecasting, budgeting, and long-range modeling.
- Drive financial due diligence and valuation for M&A activity.
- Lead the evaluation, selection, and implementation of modern FP&A tooling.
- Oversee the monthly close process with high integrity and speed.
- Produce high-impact Board decks and financial presentations.
- Partner daily with Rev Ops, Deal Desk, and Executives leadership to ensure financial alignment across the company.
Requirements
What you’ll need- 10+ years of progressive finance leadership, with deep expertise in SaaS unit economics and revenue growth.
- Mastery of FP&A & Modeling: Proven ability to build complex, 3-statement models and long-range plans from scratch.
- M&A Track Record: Direct experience in the full M&A lifecycle, specifically in benchmarking targets and conducting financial due diligence.
- AI & Tech Forward: A track record of leveraging AI and automation to overhaul budgeting processes and streamline the monthly close.
- The "Player/Coach" DNA: A self-starter who thrives in agile environments and prefers scaling through technology and process over large headcounts.
- Strategic Partner: Exceptional communication skills with experience producing Board-level narratives and partnering with Executive stakeholders.
- Education: Bachelor’s in Finance, Accounting, or Economics; MBA or CPA preferred.
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
forecastingbudgetinglong-range modelingfinancial due diligencevaluationFP&A3-statement modelsM&A lifecycleAIautomation
Soft Skills
leadershipcommunicationstrategic partnershipself-starteragile environmentcollaborationproblem-solvingpresentation skillsstakeholder managementadaptability
Certifications
Bachelor’s in FinanceBachelor’s in AccountingBachelor’s in EconomicsMBACPA
