Experience level: Mid-senior Experience required: 5 Years Education level: Bachelors degree Job function: Finance Industry: Financial Services Pay rate : $45 per hour Total position: 1 Relocation assistance: No Visa sponsorship eligibility: No
Only local candidates can apply for this role.
Job Description: We are seeking a collaborative and analytical individual to join our Financial Planning & Analysis (FP&A) team. This position will be instrumental in providing financial support and strategic insights to our go-to-market and product teams, helping shape the future of our business.
Key Responsibilities:
Strategically lead as the primary finance business partner to many of our Sales and Post-Sales leaders, providing comprehensive financial planning, budgeting, and forecasting support for headcount, commissions, and operational expenses, including critical analysis and actionable recommendations to drive performance.
Architect and drive detailed financial modeling and analysis for sales productivity, customer retention initiatives, and post-sales efficiency programs, proactively identifying strategic opportunities and risks, and presenting insights to senior leadership to influence business decisions.
Strategize and refine our subscription revenue forecasts, meticulously creating and maintaining detailed financial models to project attrition, lifetime value, and revenue per customer.
Orchestrate and oversee close collaboration with Sales Operations, Customer Success Operations, and Accounting to ensure accurate and timely tracking of revenue, commissions, and departmental expenses during month-end and quarter-end close processes, driving process improvements and ensuring data accuracy for critical business reporting.
Wed love to chat if you have:
5+ years of relevant experience in corporate finance, preferably in a high-growth environment with a strong focus on data and analytics
Advanced proficiency in financial planning, modeling, reporting, and large-scale data analysis
Demonstrated experience in providing analytical support to improve financial outcomes
Proven success in optimizing financial reporting processes
Hands-on experience using budgeting and forecasting tools such as Adaptive Insights
Familiarity with accounting processes related to monthly or quarterly close cycles
Preferred Qualifications:
Experience working in a Software-as-a-Service (SaaS) or FinTech environment
Experience partnering with Go-to-Market (GTM) teams on budgeting, forecasting, or performance analysis
Ability to communicate complex financial concepts to cross-functional stakeholders
Proactive mindset with a focus on continuous improvement
Strong interpersonal skills and the ability to work effectively in a team-oriented setting
Hiring Manager Notes:
Work Arrangement: Hybrid (on-site at Draper office on Monday, Tuesday, and Thursday)
Contract Duration: 4-month contract with the possibility of extension based on business needs
Interview Process: Two rounds via Zoom first with the hiring manager, second with a team member
Preferred Skills: Experience with Adaptive (nice to have)
Required Skills: Strong financial modeling experience, including budgeting and forecasting.
MUST HAVE:
5+ years of relevant experience in corporate finance, preferably in a high-growth environment with a strong focus on data and analytics
Advanced proficiency in financial planning, modeling, reporting, and large-scale data analysis
Demonstrated experience in providing analytical support to improve financial outcomes
Proven success in optimizing financial reporting processes
Hands-on experience using budgeting and forecasting tools such as Adaptive Insights
Strong financial modeling experience, including budgeting and forecasting.