Accountant III – Financial Reporting
IEHP
SQL
Manager, Financial Planning and Analysis
Newfold Digital
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $115,000 - $140,000 per year
Job Level
Mid-LevelSenior
Tech Stack
Tableau
About the role
- Work directly with the US team related to reporting, forecasting and strategic initiatives
- Strong skills with business case development a requirement
- Revenue analysis – Revenue models / Products / Price / Tenure Segmentation / KPIs at brand, customer and product level
- Including deal analysis and providing FP&A inputs for large promos and activities on ground
- Revenue forecast and planning – working with marketing and support/sales teams to define targets
- Analyzing complex data sets to extract actionable insights that inform strategic financial decisions and support cross-functional collaboration
- Improve revenue forecasting/pacing processes
- Daily/Weekly/Monthly reporting
- Forecasting and reporting of Key KPIs
- Monitoring and planning Marketing Expenses
- Business planning support for new products/markets/initiatives
- Own and improve ongoing reporting and analysis processes, automate periodic reporting requirements; identify opportunity areas to drive efficiencies
- Prepare quick and accurate ad-hoc reports depending on specific business requirements
Requirements
- 5-7 years of experience in business finance domain including experience in analytics, dashboard creation and presentation to senior management team
- CPA, MBA or Masters in Finance with SaaS background would be a plus
- Proven ability to develop and present business cases that drive strategic decision-making and investment
- Track record of guiding and coaching team members while fostering accountability and growth
- Exceptional knowledge of Advanced Excel
- Ability to drive outcomes through a matrix organization with multiple stakeholders
- Highest standards of accuracy and precision; highly organized
- Ability to work under pressure and meet tight deadlines; requires excellent time management skills
- Proven experience with Tableau to design, develop, and maintain interactive dashboards and reports that drive data-driven decision making and enhance financial analysis capabilities
- Strong understanding of SaaS revenue models, including subscription metrics, revenue recognition, and churn analysis, to support accurate forecasting and strategic planning.
Benefits
- Excellent Health Insurance options to fit you
- HSA
- Medical, Dental, Vision
- Matching 401K
- Life/AD&D/STD/LTD
- Tuition Reimbursement
- Pet Insurance
- Generous vacation policy
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
business case developmentrevenue analysisforecastingdata analysisreportingKPI monitoringdashboard creationAdvanced ExcelTableauSaaS revenue models
Soft skills
strategic decision-makingcoachingaccountabilityorganizational skillstime managementcross-functional collaborationpressure managementpresentation skillsattention to detailefficiency improvement
Certifications
CPAMBAMasters in Finance
