Financial Planning & Analysis Manager (US or Canada Remote)

COFENSE

2d•Remote

About The Position

Reporting to the Director, FP&A, the FP&A Manager will be primarily responsible for the budgeting, planning and forecasting process, compiling management reporting and KPI’s and communicating and reviewing monthly results with key stakeholders.

Requirements

Strong quantitative skills and demonstrated analytical and problem-solving ability.
Prior experience working in companies that measure ARR and other common SaaS metrics.
Exceptional modeling and strategic analysis skills.
Innate curiosity, always looking for ways to be helpful in order to improve processes and support the business
Excellent interpersonal skills, including ability to communicate clearly and concisely both orally and in writing with all levels of management.
Ability to thrive in a fast-paced, rapidly changing work environment with many competing priorities.
Self-starter with the ability to multi-task.
Proactively identifies and pursues opportunities for improvement
Hard-working, detail oriented and committed to producing great end results.
Ability to work autonomously and as a member of a team.
Develop and drive accountability for self and others.
Excellent time management/prioritization and project management skills.
Bachelor’s Degree in Accounting or Finance preferred
7-10 years of relevant experience in Financial Planning & Analysis, Investment Banking, Private Equity or Strategic Finance
Experience in SaaS/Software industry required.
Advanced Microsoft Excel and PowerPoint skills.

Nice To Haves

Experience with Adaptive Planning solution highly preferred

Responsibilities

Support the annual budget process, coordinating with key budget owners to gather inputs as needed to develop overall corporate budget
Provide supporting maintenance and development of company financial model
Own and support strategic / financial analysis as well as model building
Review and understand revenue and expense trends to maintain accurate forecast in Adaptive and distribute forecast updates as needed
Proactively optimize the current reporting structure and analysis via Adaptive Planning
Maintain Adaptive Planning environment to ensure accurate reporting and user access
Analyze monthly results and research variances to budget, providing Accounting feedback on adjustments as needed
Distribute month-end budget v actual reports to Senior Management and develop reporting packages for these key stakeholders, addressing related inquiries as needed
Compile and distribute various monthly and quarterly Management reporting, including company metrics and KPI’s.
Drive continuous improvement in current reporting and modeling to provide key stakeholders better insight into company performance
Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance
Provide support in evaluating potential strategic finance options
Coordinate with Sales Management / Director of Revops in the development of sales team targets ensuring that individual targets align with overall company goals
Perform ad hoc reporting and analysis as required
Other duties as assigned