Strategic Finance Manager

📋 Description

• Oversee the development, enhancement, and ownership of essential SaaS metrics and KPIs, ensuring they remain relevant, accurate, and aligned with industry standards.

• Analyze and support critical SaaS financial metrics such as ARR, bookings, revenue, margins, renewals, customer lifetime value, and expense factors.

• Create and sustain advanced financial models utilizing Excel, Google Sheets, Tableau, and other platforms, emphasizing automation and scalability.

• Collaborate with senior leadership to deliver strategic insights, recommendations, and decision-making assistance through comprehensive financial and operational analysis.

• Act as a strategic advisor to GTM leadership, facilitating long-term and short-term planning across bookings, revenue, pipeline, and operating expenses by product, region, and business segment.

• Partner closely with the CRO and Sales Operations on sales capacity planning, quota establishment, compensation design, and commission analysis.

• Conduct staffing and productivity analyses, providing data-driven recommendations to executive leadership.

• Identify financial risks and opportunities that affect enterprise performance, enabling proactive decision-making.

• Spearhead the design and creation of executive-ready reporting, dashboards, and visual storytelling for monthly, quarterly, and ad hoc reviews.

• Assist in consolidating budgets and forecasts in collaboration with FP&A team members, continually enhancing model and reporting accuracy.

• Lead initiatives in reporting, forecasting, and process enhancements, focusing on metric alignment, data integrity, and automation across systems.

• Prepare materials for Monthly Reporting Packages, Quarterly Business Reviews, and presentations for executive and Board meetings.

⛳️ Requirements

• A Bachelor’s degree in Finance, Accounting, Business, or a related field, or equivalent practical experience.

• Over 10 years of progressive experience in FP&A or strategic finance; experience within PE-backed or public company environments is advantageous.

• More than 5 years of experience in technology or SaaS finance.

• Extensive expertise in SaaS GTM finance, encompassing revenue models, sales productivity, and pipeline dynamics.

• Exceptional financial modeling capabilities.

• Advanced skills in Excel and financial planning/budgeting tools.

• Experience with Salesforce is required.

• Strong capacity to influence, partner with, and effectively communicate with senior leaders.

🏝️ Benefits

• Health, Dental, and Vision Benefits.

• Flexible PTO, Sick Time Prorated Based on Date of Hire, and All Federal Holidays (US Only) + 3 Days of Paid Volunteer Time.

• Non-Commissioned Positions may be eligible to participate in the Annual Discretionary Bonus Plan.

• FSA and Dependent Care Accounts + EAP, where applicable.

• Educational Reimbursement.

• 401k with Employer Match or Pension where applicable.

• Pet Insurance (US Only).

• Parental Leave (US Only).

• Hybrid and Remote Work Model.