Finance Manager
Finance Manager on the FP&A team responsible for financial modeling, budgeting, forecasting, variance analysis, SaaS metrics, sales compensation design, board reporting, and integrating AI tools to drive business insights and decisions. Requires 3+ years FP&A experience, advanced Excel/SQL/Tableau skills, and SaaS fluency.
About the job
What You'll Do
- Lead the design and maintenance of financial models, templates, and dashboards that track spend, product costs, and key business initiatives
- Analyze SaaS and business performance metrics and turn them into actionable recommendations
- Lead monthly, quarterly, and annual budgeting and forecasting, including P&L, cash flow, and balance sheet projections, and contribute to long-range planning
- Perform variance and trend analysis and advise stakeholders on drivers
- Advise partners across the organization on financial insights that improve performance and efficiency
- Lead deep-dive customer analysis, including bookings, retention, and churn, to inform strategic decisions
- Partner with Sales, Revenue Operations, Legal, and Finance leadership to design and evaluate sales compensation plans
- Contribute financial models and metrics to board and investor reporting
- Track progress against strategic growth initiatives alongside functional leaders
- Partner with systems teams to ensure accurate data flow between finance and CRM systems
- Evaluate pricing strategy and provide supporting financial analysis
- Integrate AI-enabled tools into recurring reporting, forecasting, and reconciliation
- Stay ahead of emerging AI and analytics approaches and recommend high-impact applications
What You Bring
- Advanced Excel skills (pivot tables, macros, complex data manipulation)
- Strong PowerPoint skills for executive presentations
- Experience building financial models and dashboards (e.g., Tableau)
- Familiarity with Workday Financials and CRM systems (e.g., HubSpot)
- Comfort with SQL or similar for data extraction and analysis
- Genuine interest in leveraging AI tools to enhance financial processes
- Fluency in SaaS metrics (ARR, NRR, GRR, CAC payback, Rule of 40)
- Understanding of multi-currency and FX impacts on reporting
- Strong analytical skills, attention to detail, and ability to handle large, messy datasets
- Ability to build relationships across finance and the business
- Strong organizational skills to manage competing deadlines
- Excellent communication skills to explain complex analysis simply
- Bachelor's degree in Accounting, Finance, or related field; CPA, CFA, or MBA preferred
- 3+ years in FP&A, accounting, or related analytical role; SaaS, subscription, or investment banking background preferred
- Exposure to sales compensation design, board/investor reporting, or PE-backed/growth-stage environments is a plus
Skills
Excel, PowerPoint, Tableau, Workday Financials, HubSpot, SQL, Financial Modeling, SaaS Metrics, Arr, Nrr, Grr, Cac Payback, Rule Of 40, AI Tools
Similar jobs
Finance & Accounting jobs
Lovable
Boston, MAActs as the strategic finance partner to Marketing, owning budgets, channel-level CAC/LTV and payback models, experimentation, forecasting, and reporting. The role requires 4+ years supporting Marketing leadership, advanced Excel and data skills, and a bachelor's degree.
Vercel
San Francisco, CA
The FP&A Manager will lead financial planning for Engineering, Product, and Design, overseeing OpEx, headcount, infrastructure economics, forecasting, and financial controls. The role requires advanced modeling skills and the ability to partner effectively with technical leaders.
Kalshi
New York, NY
Own significant portions of the accounting close, reconciliations, financial reporting, audit support, and control development for a rapidly scaling fintech company. Requires 4+ years of accounting experience, strong U.S. GAAP knowledge, and hands-on close experience.
Snowflake
Menlo Park, CAManages revenue accounting operations, month-end close, controls, audits, and process improvements while partnering across finance and business teams. Requires a bachelor’s degree, 5+ years of revenue recognition experience, advanced Excel skills, and familiarity with ERP and revenue accounting systems.
Axle
Rockville, MD
Leads accounting operations, close, billing, contract accounting, controls, and process automation while managing and developing an accounting team. Requires a bachelor's degree, 5+ years of progressive accounting experience, and at least 3 years of supervisory experience.