Finance Manager

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

📋 Description

• Act as the senior finance partner for sales leadership within a designated territory.

• Deliver financial results, risks, and recommendations to senior and executive stakeholders.

• Collaborate with accounting and operations to address issues impacting the territory's P&L.

• Provide financial approvals that support ongoing operations and uphold financial controls.

• Oversee annual planning and manage quarterly and monthly forecast updates.

• Reconcile backlog and evaluate inventory status to identify risks and inform forecasts and budgets.

• Construct and maintain historical and predictive driver-based financial models.

• Monitor performance against projections and adjust plans as the territory changes.

• Generate monthly and quarterly P&L variance analyses against budget and forecast.

• Report on operational metrics and KPIs, highlighting performance trends.

• Manage executive and ad hoc reporting and presentation materials.

• Create summary charts, tables, and dashboards.

• Promote the use of Power BI dashboards and contemporary self-service reporting tools.

• Demonstrate effective utilization of AI-assisted tools to expedite analysis and enhance forecast accuracy.

• Develop scalable financial tools, analyses, and metrics.

• Standardize KPI frameworks and financial data definitions.

• Mentor and cultivate analysts in technical skills, business insight, and executive communication.

• Review analyst outputs for precision and clarity.

• Encourage curiosity, ownership, and a culture of continuous improvement.

• Collaborate with FP&A leadership on resource planning and team development.

⛳️ Requirements

• Bachelor's degree or higher in Finance, Economics, Accounting, or a related discipline.

• Over 7 years of experience in financial analysis, FP&A, or commercial finance.

• Experience in reviewing or mentoring the work of junior team members.

• Proficient in advanced Excel and Microsoft Office, including VLOOKUP, IFS, pivot tables, and charts.

• Experience in creating historical or predictive financial models with dynamic inputs.

• Practical experience with Power BI or similar BI tools.

• Familiarity with AI-assisted tools such as Copilot, Claude, or ChatGPT.

• Exceptional verbal and written communication abilities, comfortable presenting to executive audiences.

• Strong interpersonal skills and ability to collaborate across functions.

• A problem-solving, results-oriented mindset with a strong bias for action, ownership, and accountability.

• Capability to self-manage and operate independently to meet deadlines in a fast-paced environment.

• Preferred: CPA, CMA, CFA, or MBA qualifications.

• Preferred: Formal management or mentoring experience.

• Preferred: Background in technology, managed services, or professional services sectors.

• Preferred: Experience with OneStream, Adaptive, or Hyperion.

• Preferred: Familiarity with D365, SAP, Oracle, or Great Plains.

• Preferred: Proficiency in SQL or Power Query.

• Preferred: Knowledge of revenue recognition principles and experience with services or product margin economics.

🏝️ Benefits

• Commitment to being an Equal Opportunity Employer, supporting veterans and individuals with disabilities.

• Provision of reasonable accommodations for individuals with disabilities.

• Inclusive hiring practices that support underrepresented and marginalized communities.