- Lead the annual budget, quarterly forecasts, and long-range financial planning.
- Build and enhance financial models, reporting, and forecasting processes, including maximizing the use of Adaptive Planning.
- Develop executive and Board reporting packages and KPI dashboards.
- Analyze business performance and provide strategic recommendations to leadership.
- Partner with Sales, Marketing, Customer Success, Product, Engineering, and Operations on planning, investments, and resource allocation.
- Track and report key SaaS metrics, including ARR, MRR, NRR, CAC, LTV, EBITDA, Gross Margin, Rule of 40, and Free Cash Flow.
- Support private equity reporting, investor requests, and due diligence.
- Drive automation and continuous improvement across FP&A processes and reporting.
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field.
- 5–8 years of FP&A, Corporate Finance, or Strategic Finance experience.
- SaaS industry experience required.
- Advanced Excel and financial modeling skills.
- Experience building budgeting, forecasting, and FP&A processes.
- Experience with Board and executive reporting.
- Adaptive Planning experience strongly preferred.
- Experience in a private equity-backed or high-growth company is a plus.
- Strong communication and business partnering skills.
Compensation: $125,000–$150,000 base salary + bonus
For additional information, please forward a copy of your resume and contact information in Word Document form to Merry Doyle at [email protected].
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