Manager, Financial Planning and Analysis

This is an in office position in Bedford NH About the

Position:

Leads Financial Planning and Analysis (FP&A) and partners with the leadership team to advise on all FP&A related activities. Reports directly to

CFO Job Duties/ Responsibilities:

Partner with the CFO, Corporate Controller, and other senior leadership to identify and execute actions that drive profitable growth, gain market share, improve operational efficiencies, and increase productivity. Build and develop financial models to support - Financial, cash flow, commissions, sales operations, KPI, budget & forecast, and various other reporting requirements. Participate and advise on future year planning and strategy activities and provide thought leadership around understanding business drivers and their impact including maintaining three-year and five-year strategic financial plan and business models. Support the monthly accounting close process and analyze and articulate detailed monthly financial variances. Prepare proactive reporting and analysis of key performance measurement indicators including critical drivers (revenue, expense, portfolio mix, and economic indices). Keep management appraised of financial results / issues and emerging trends. Partner cross-functionally to provide a breadth of insight and financial decision support (e.g., modeling for new product / sales motion, etc.). Provide Merger and Acquisition (M&A) due diligence support; develop financial models for strategic initiatives. Identify opportunities to improve financial processes and implement recommended solutions. Lead financial analysis across the organization, partnering with leadership to develop and implement strategic business plans and operating initiatives. Establish and report on key operational, financial, and sales metrics.

Education:

Bachelor's degree in Finance, Accounting, Business Administration or related field or equivalent combination of formal education and work experience.

Experience:

Minimum 5 years professional work experience in financial analyst/manager roles to include demonstrated expertise in financial modeling and analysis. Experience working in a high growth PE backed SaaS company or similar scenarios. Transaction experience a plus.

Licenses, Certifications, and Screenings:

Upon hire, must pass background screen to include employment history, college education, and license/certification verifications, and criminal check.

Knowledge:

Advanced working knowledge of Microsoft Office Suite required, including strong Excel and PowerPoint skills. Strong financial modeling skills. Proficiency in Salesforce and Sage Intacct or similar systems desired.

Personal Attributes:

Passion for great work and strong attention to detail. A dedication and passion for customer / partner support, building positive relationships and credibility. Talented communicator and proven collaborator with the ability to work with all levels and functions across the business. Positive, creative, can-do attitude. Strong work ethic, self-directed, resourceful, and willing to roll-up your sleeves. Proven ability to drive projects and analysis to closure in a collaborative and matrixed environment.

Work Environment:

On-site office environment. Sedentary work that primarily involves sitting/standing, but occasionally requires climbing, balancing, stooping, kneeling, crouching, and crawling. Frequent use of computer/keyboard/mouse required. Must be able to lift/move up to 10 pounds and occasionally lift/move up to 25 pounds. Vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.