Finance Manager

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 recommendations partners can actually act on

Lead monthly, quarterly, and annual budgeting and forecasting, including P&L, cash flow, and balance sheet projections, and contribute to long-range planning

Dig into variance and trend analysis and advise stakeholders on what's driving the numbers

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 our board and investor reporting

Track progress against strategic growth initiatives alongside functional leaders

Partner with our systems teams to keep financial data flowing accurately between our core finance and CRM systems

Evaluate pricing strategy and provide the financial analysis behind pricing decisions

Bring AI-enabled tools into recurring reporting, forecasting, and reconciliation work

Stay ahead of emerging AI and analytics approaches and recommend where they'd make the biggest impact

Advanced Excel skills, including pivot tables, macros, and complex data work

Strong PowerPoint skills for building executive-ready presentations

Experience building financial models and dashboards using tools like Tableau

Familiarity with Workday Financials and CRM systems like HubSpot

Comfort with SQL or similar tools to pull and analyze data from multiple sources

Genuine interest in using AI tools to improve how financial work gets done

Fluency in SaaS metrics like ARR, NRR, GRR, CAC payback, and Rule of 40

Understanding of how multi-currency and FX movement affects financial reporting

Sharp analytical instincts and high attention to detail

Comfort working with large, messy, multi-source data sets

A knack for building strong relationships across finance and the broader business

The ability to juggle competing deadlines without dropping the ball

The ability to explain complex financial analysis in a way anyone can understand

Bachelor's degree in Accounting, Finance, or a related field; CPA, CFA, or MBA a plus

3+ years in FP&A, accounting, or a related analytical role; SaaS, subscription-business, or investment banking analyst background a strong plus

Exposure to sales compensation plan design, board or investor reporting, or a PE-backed/growth-stage environment is a plus, but not required