Key Responsibilities 

Reporting and Planning 

Prepare management reporting packs in a timely and clear fashion, with risks, opportunities, and insights identified 

Provide comprehensive review and commentary at the cost-center level 

Provide senior leadership monthly financial metrics spanning revenue, P&L, customer margin, product margin, cash flow  - covering forecast, actuals, and budget comparisons 

Drive annual budgets and forecasts, including roll-out of regular reforecasting cycles and processes 

Manage financial aspects of special projects by determining key drivers, driving the right analyses, and presenting the conclusions 

Produce models to project long-term growth and determine the impacting business factors 

Leadership 

Manage team of FP&A analysts 

Build cross-functional excellence among departments 

Be a trusted source of truth to business leaders, partnering to support business needs  

Drive understanding of business metrics across both revenue and expense trends 

Present to senior leadership, sharing analysis to enable superior business decisions 

Process Improvement 

Support the FP&A transformation agenda with a focus on continuous improvement in efficiency through automation, standardization, and optimization, including choice of tools and methodologies 

Develop and implement process improvements that scale and amplify the impact of the team’s workstreams 

Actively participate in the implementation and adherence to new finance requirements, systems, and processes 

Requirements 

Bachelor’s degree in Finance, Accounting, or Business-related field with a minimum of 7 years of experience in financial analysis, financial planning, forecasting, or related roles. 

Experience leading and coaching FP&A teams 

Intellectually curious with enthusiasm for solving problems and working collaboratively 

Superior analytical skills and attention to detail, with experience in complex financial modelling 

Excellent business partner who can build advocacy with stakeholders then drive implementation and track you / your team’s progress 

Critical thinker who is able to identify solutions to complex problems both independently as well as part of a team. 

Excellent written and verbal communication skills with the ability to present findings clearly to finance and non-finance stakeholders. 

Capability to lead global projects and initiatives, meeting tight deadlines in a fast-paced environment. 

Ability to excel in a highly matrixed organization 

Experience with automation and data visualization tools 

Preferred Qualifications 

CA, CPA or CIMA financial qualifications. 

Experience in the SaaS or technology industry. 

Knowledge of securities, financial markets, or fintech, or a strong desire to learn. 

Experience with accounting software (NetSuite, SAP, etc.), and cloud-based financial planning software (Adaptive Insights), or a willingness to learn. 

Knowledge of SQL and database querying, or an eagerness to develop these skills.