Financial Planning and Analysis

• Develop and maintain detailed financial models for forecasting, budgeting, and long-range planning, including the annual budget, monthly/quarterly forecasts, and multi-year strategic plans
• Prepare and distribute monthly and quarterly financial reporting packages, including key SaaS metrics (ARR, churn, LTV/CAC) and operational dashboards for managers and executive leadership
• Identify opportunities to improve and automate financial processes, including FP&A software and the ERP system
• Collaborate with corporate G&A department heads and business partners to support planning processes and budget management; serve as lead business partner for corporate G&A
• Support strategic initiatives by performing special projects and ad-hoc financial analysis as requested by the CFO, SVP of Finance, and other executives

FP&A Manager

Finance Operations Manager

Senior Financial Analyst

Market Financial Center Manager

Financial Solutions Advisor – Registration Candidate

SVP, Finance and Treasurer