Essential Functions

This position will direct the finance team to build out the FP&A function.

• Direct work assignments and team capacity to ensure the highest impact projects are appropriately resourced.


• Use immense sets of data to extract and analyze information regarding account health, sales funnel, customer profitability, and various SaaS metrics, turning it into actionable steps for the business.


• Forecast, plan, and monitor against budget, collaborating with key stakeholders.


• Build and direct annual budgeting process.


• Prepare and present report for board meetings, investor reporting, and internal communications


• Develop and measure KPIs, to align with big picture company goals.


• Partner with department leaders to review strategies and initiatives based on budgets.


• Select, manage, and evalutate a team of professionals.

Working Environment & Travel Requirements

• Work is typically in a normal office administrative environment involving minimal exposure to physical risks.


• Position requires little to moderate physical activity. Mostly sedentary work exerting up to 10 pounds of force occasionally or a negligible amount of force to lift, carry, push, pull, or otherwise move objects.


• Work involves sitting most of the time, but may involve walking or standing for brief periods of time.


• No significant stooping is usually required.


• Minimal travel.

Qualifications

• Bachelor's degree or equivalent.


• 8+ years of experience, including management.


• Knowledge of financial planning and analysis procedures.


• Solid business acumen and customer-service focus and ability to get things done.


• Ability to facilitate strong relationships across all levels of the organization.


• Ability to work through ambiguity and maintain composure in a variety of situations.


• Passion for excellence backed by a track record of accountability, collaboration, and integrity.


• Ability to effectively lead a staff of direct reports.


• Exceptional verbal and written communication, interpersonal, consultative, and negotiation skills.


• Ability to work in a fast-paced work environment balancing multiple projects and embracing change.


• Ability to resolve issues under tight timeframes and pressure.


• Strong working knowledge of Excel and other Microsoft Office products.