Finance Business Partner

This is a fully remote position, open to applicants in United States.

📋 Description

• Collaborate with functional leaders and business unit stakeholders on budgeting, forecasting, and performance management.

• Deliver financial analysis for strategic initiatives, encompassing deal structuring, pricing, and cost optimization.

• Engage in executive meetings to provide a financial perspective on business decisions.

• Convert intricate financial data and modeling outcomes into clear and concise narratives.

• Identify financial risks and opportunities throughout the organization.

• Take ownership of P&L analysis and reporting for assigned functional areas or business units.

• Create and maintain financial models for budgeting, forecasting, scenario planning, and ad hoc analyses.

• Lead P&L reviews, variance analysis, and performance commentary.

• Develop and enhance financial dashboards and reporting frameworks.

• Conduct cash flow forecasting and liquidity analysis; assist with covenant compliance and debt management reporting.

• Oversee functional or business unit budgets, quarterly reforecasting, and plan-to-actual tracking.

• Manage monthly and quarterly financial reporting, including variance reports and board-ready presentations.

• Support financial close activities and reconciliation reviews.

• Prepare management reporting packages along with variance commentary.

• Ensure maintenance of internal controls and data integrity.

• Assist with headcount planning, compensation analysis, and cost optimization initiatives.

• Contribute to M&A due diligence and post-acquisition integration.

• Provide ad hoc analysis and modeling for cross-functional projects.

• Utilize NetSuite, JustPerform, and AI-powered tools to enhance reporting and decision-making.

• Review financial analyses for accuracy, methodology, and clarity.

• Participate in process improvement initiatives.

⛳️ Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.

• Over 5 years of progressive experience in FP&A, financial analysis, accounting, or finance business partner roles.

• Proven experience in building and managing comprehensive P&L analyses.

• Advanced proficiency in Microsoft Excel and financial modeling.

• Capability to build, maintain, and effectively communicate complex models independently.

• Strong grasp of financial statements, GAAP accounting principles, and business finance concepts.

• Experience with ERP systems; NetSuite is preferred.

• Exceptional analytical skills with a capacity to identify trends, root causes, and opportunities within large datasets.

• Excellent written and verbal communication skills.

• Proven ability to independently execute and take ownership of financial analyses from conception to delivery.

• Preferred: 6+ years of experience, including FP&A or finance business partner experience in SaaS or software.

• Preferred: Experience with private equity-backed companies and their reporting requirements.

• Preferred: CPA or MBA.

• Preferred: Experience with headcount planning, cost optimization, or M&A financial analysis.

• Preferred: Experience in coaching or mentoring junior financial team members.

• Preferred: Familiarity with Anaplan, JustPerform, Adaptive Insights, or similar tools.

• Preferred: Demonstrated experience utilizing AI tools in analytical workflows.

• Preferred: Comfort with regular AI usage for financial analysis and modeling.

🏝️ Benefits

• Additional bonus eligibility may apply for non-sales roles.

• Equal employment opportunity workplace.

• Confidential handling of applicant information in accordance with EEO guidelines.