Develop deep understanding of Trading Technologies’ annual operating plan, business model, product portfolio, GTM strategy, and key value drivers
Take ownership of Annual budget, rolling forecasts, and board/executive reporting processes
Establish strong partnerships with GTM, Product, and Operations leaders as a trusted finance advisor
Own and enhance 3-statement financial model and long-range plan
Identify opportunities to improve forecasting accuracy, automate reporting, and enhance financial data infrastructure
Lead the Annual Operating Plan (AOP), rolling forecasts, and long-range planning, including scenario and sensitivity analyses
Serve as a strategic finance partner to GTM, Product, and Line of Business leaders, supporting forecasting, pricing strategy, headcount planning, product investment, M&A integrations and growth initiatives
Prepare and continuously enhance executive, investor, and Board reporting packages, translating complex financial results into strategic narratives and recommendations
Build and maintain a fully integrated 3 statement financial forecast model, including a 13 week cash forecast
Perform data-driven analyses to monitor business operations; provide management with clear and actionable insights into drivers of business growth, risks and opportunities
Own the FP&A systems roadmap and partner with stakeholders to ensure scalable financial data architecture, automation, and governance
Drive process improvements to increase forecasting accuracy, reporting efficiency, and decision-making speed
Build, mentor, and scale a high-performing FP&A team

Requirements

Bachelor’s degree in Finance, Accounting, Economics or a related field (MBA or CFA preferred)
8+ years of progressive experience in FP&A, strategic finance, investment banking or related roles
Experience in PE-backed or high-growth SaaS/software environments strongly preferred
Strong knowledge of GAAP, revenue recognition, SaaS and financial metrics, including but not limited to: ARR, Bookings, renewals/retention, sales productivity, Rule of 40, etc.
Track record of leading data transformation and automation projects within the Finance function
Strong financial and business acumen with ability to communicate the “what” and “why” behind the numbers
Experience hiring, mentoring and scaling FP&A teams
Expertise in planning and forecasting tools (e.g., Abacum, Adaptive, Planful), ERP systems (NetSuite), and CRM/BI platforms (Salesforce, Domo, Tableau, Power BI)
Demonstrated experience in leading budgeting, forecasting, and variance analyses
Proficiency in building and maintaining complex financial models including fully integrated 3-statement long-range model
Exceptional attention to detail, problem-solving and critical thinking skills

Benefits

Medical, Dental, and Vision insurance
Flexible Spending Accounts (FSA) & Health Savings Accounts (HSA)
401(k) retirement plan
Pre-tax transit and parking benefits
Enjoy the best of both worlds: the energy and collaboration of in-person work, combined with the convenience and focus of remote days
22 days of Paid Time Off (PTO) per year, with the option to roll over unused days
One dedicated day per year for volunteering
Two professional development days per year to allow uninterrupted professional development
An additional PTO day added during milestone anniversary years
Robust paid holiday schedule with early dismissal
Generous parental leave for all parents (including adoptive parents)
Budget for tech accessories, including monitors, headphones, keyboards, and other office equipment
Backup child and pet care, as well as tutoring services
Milestone anniversary bonuses
Stipend and subsidy contributions toward personally-owned cell phones
Contributions for gym memberships and health/wellness initiatives
Discounted healthcare premiums
Healthy meal delivery program subsidies

Applicant Tracking System Keywords

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

Hard Skills & Tools

financial modelingforecastingbudgetingvariance analysisdata transformationautomationfinancial metricsGAAPSaaSstrategic finance

Soft Skills

communicationproblem-solvingcritical thinkingmentoringleadershipattention to detailbusiness acumenpartnership buildingdecision-makinganalytical thinking

Certifications

Bachelor's degree in FinanceBachelor's degree in AccountingBachelor's degree in EconomicsMBACFA