Overview
A growing technology company serving over 10,000 legal and accounting firms is seeking a Finance Manager with strong FP&A experience in tech/SaaS. This role involves managing budgeting, forecasting, variance analysis, data analytics, and financial systems to support business intelligence and decision-making.
Responsibilities
- Own the company financial model, budget/forecasting process, and reporting to key stakeholders
- Act as a key business partner to executives, driving cross-functional initiatives and delivering value-added business analysis
- Recommend process improvements and enhance operational performance
- Support the annual operating plan (AOP) and develop long-range strategic and financial plans
- Develop a deep understanding of key revenue, sales, and operating KPIs; establish consistent tracking and reporting methods
- Review budget-to-actual variances and update financial outlooks regularly with stakeholders
- Partner with Accounting and other teams to streamline the monthly close process and budget-to-actual analysis
- Build financial infrastructure to support current and future business needs
- Utilize systems solutions to automate reporting and internal processes
- Prepare regular presentations for the Board of Directors and investors
Requirements
- Minimum 3 years in a Manager, FP&A, or Finance Manager role, preferably in tech/SaaS
- Experience with forecasting and financial reporting/analysis
- Proven ability to work as a Finance business partner
- Bachelor’s degree in Finance, Accounting, Economics, or a related analytical field preferred
- Strong financial modeling skills and proficiency with Excel, PowerPoint, and FP&A planning tools
- Experience with systems implementation or integration is a significant plus
- Ability to lead financial planning in a dynamic, cross-functional, fast-paced environment
- Strong understanding of GAAP, financial processes, and systems; ability to integrate disparate data sources into financial models
- Comfortable transitioning between strategic and detailed work
- Entrepreneurial mindset with strong ownership and attention to detail
Compensation & Benefits
- Salary range: $120,000 - $130,000 (base pay dependent on position, location, qualifications, and business needs)
- Potential for commission, bonuses, and merit increases based on company and individual performance
- Medical, Dental, Vision, Life Insurance, and Supplemental Insurance
- 401(k) retirement plan
- Flexible paid time off
Location
Information about the specific location was not provided.