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ReltioReltioUnited States

Finance Manager, Tech and G&A

Finance Manager partnering with Product, Technology, and G&A leadership to lead FP&A, budgeting, forecasting, financial modeling, and strategic analysis for a SaaS technology company. Requires 5+ years FP&A experience, advanced modeling skills, and executive communication.

100k – 150k/yr
Remote5+ YOEFinance & Accounting

About the role

Responsibilities

  • Act as a key financial advisor to executive leadership, providing strategic insights and recommendations to drive business growth and efficiency.
  • Lead the financial planning, budgeting, and forecasting process across Product, Technology, and G&A with a focus on scalability and long-term sustainability.
  • Create and maintain financial models that drive decision-making, including customer gross margin analysis, cost optimization, and investment analysis.
  • Partner closely with business unit leaders to assess financial risks and opportunities, ensuring alignment with corporate objectives.
  • Manage the monthly P&L review process, including in-depth variance analysis, scenario planning, and executive-level reporting.
  • Drive enhancements in KPI tracking and business analytics, ensuring actionable insights are delivered to senior leadership.
  • Improve financial operations through automation, process refinement, and system enhancements to support data-driven decision-making.
  • Collaborate with cross-functional teams to evaluate new business opportunities, including pricing strategy, market expansion, and investment initiatives.

Requirements

  • Minimum of 5+ years of experience in Financial Planning & Analysis (FP&A), with a strong preference for SaaS or technology industries.
  • Bachelor’s degree in Business, Accounting, Finance, Economics, Math, or a related field; MBA or CFA preferred.
  • Advanced financial modeling, scenario analysis proficiency in financial systems such as Adaptive Insights, NetSuite, Tableau, and Excel modeling.
  • Strong leadership skills with the ability to influence and engage with senior executives.
  • Excellent communication and presentation skills to translate complex financial data into strategic recommendations.
  • Experience in managing large-scale financial planning processes, including multi-year forecasting and investment strategies.
  • Ability to thrive in a fast-paced environment, managing multiple priorities while maintaining high attention to detail.
  • Ability to navigate through complex matrix organization structure and approval process.

Nice-to-Haves

  • Prior experience in Product, Technology, and Customer Success finance functions.
  • Utilizing AI tools such as Claude, OpenAI or others to build automate and improve finance tasks and processes.

Skills

Financial ModelingFP&ABudgetingForecastingNetSuiteTableauExceladaptive insightsscenario analysisKPI Trackingp&l analysis

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