Overview
This role involves managing and scaling the core financial forecasting model for a company specializing in AI-powered retail performance solutions for consumer packaged goods (CPG) firms. The position requires collaboration with department leaders to develop budgets and forecasts, conducting scenario analyses, and enhancing financial reporting through system development and data integration.
Responsibilities
- Own, maintain, and scale the company’s integrated 3-statement forecasting model (Income Statement, Balance Sheet, Cash Flow).
- Partner with Product, Sales, and Marketing leaders to build and refine annual budgets and monthly rolling forecasts.
- Conduct scenario and sensitivity analyses for strategic business decisions.
- Lead monthly and quarterly variance reporting (Budget vs. Actuals), identifying trends, risks, and opportunities.
- Design, develop, and implement new financial reporting modules in NetSuite.
- Utilize APIs to export and integrate data from NetSuite and other third-party systems.
- Collaborate with senior finance team members on budget planning and financial modeling.
- Analyze financial data to provide actionable insights.
- Develop and maintain dashboards and reports in Tableau to visualize financial performance.
- Maintain and optimize PostgreSQL databases to ensure data accuracy and security.
Requirements
- Minimum 2 years of experience in corporate FP&A, investment banking, private equity, or transaction advisory support; experience in SaaS or technology sectors is a plus.
- Strong understanding of financial concepts including budgeting, forecasting, and financial modeling.
- Exceptional financial modeling skills with experience building clean, dynamic, formula-driven 3-statement models with strict version control and no hard-coded errors.
- Experience partnering with department leaders to develop budgets and rolling forecasts.
- Advanced proficiency in Microsoft Excel and Google Sheets.
- Experience with financial planning software (e.g., Adaptive, Anaplan, Mosaic) or data visualization tools (Power BI, Tableau).
- Familiarity with AI tools such as Claude, ChatGPT, or Coefficient.
- Ability to design and maintain executive and board-level KPI templates tracking metrics like ARR, NRR, LTV/CAC, Gross Margin expansion, and Unit Economics.
- Strong analytical and problem-solving skills with attention to detail.
- Excellent written and verbal communication skills with the ability to work cross-functionally.
- Solid grasp of accounting principles and key recurring revenue metrics.
Compensation & Benefits
- Salary range: $83,000 - $94,000 USD per year.
- Locations: Denver, CO or Chicago, IL.
- Competitive base salary plus commission.
- Opportunities for career advancement into roles such as Account Executive or Marketing.
- Comprehensive onboarding, training, and mentorship programs.
Location
- Denver, Colorado
- Chicago, Illinois