Financial Planning & Analysis Manager
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The Finance & Strategy (F&S) team serves as a trusted adviser to the business to help guide decision-making through business partner support and innovative and informative analyses. We are looking for forward-thinking, results-oriented individuals who will succeed in a fast-paced environment and thrive in leading teams, and improve processes that will allow the company to scale with growth!
The F&S Finance Business Partners team (F&S FBP) is hiring a manager to support the Customer Success organization. This role is a unique opportunity to work for a stand-alone function and get a chance to contribute to all of its financial aspects: ACV planning, revenue forecasting, and optimization of expenses and margin. This role will also have business partnership responsibilities.
We seek someone with the analytical precision and critical thinking to drive financial and strategic decisions. You will partner with hardworking finance and operations colleagues to strategize on planning, reporting, and decision support. This includes resource investment strategies, product strategy, and key business performance drivers.
You are a proven finance professional who wants to make your mark on a growing business. You are an excellent communicator who enjoys collaborating with people who possess a diverse set of talents. You are highly motivated to persist through challenging ad hoc projects as well as cyclical planning and reporting responsibilities. You are a strong time manager and are able to optimally prioritize while creating space for original thinking and thoughtful analysis to support our executives.
Own Customer Success key performance indicators such as: expense targets, ACV, revenue, attrition
Build the Annual Financial Plan, quarterly Outlooks, and monthly forecasts aligned to business strategy. Analyze financial results, distill key trends, assess current and future business risks, and communicate key messages to senior management.
Partner with various Ops teams and other customers to forecast top-line trends
Facilitate decision-making on investment strategies, operational efficiency, and prioritization
Act as a Business Partner to various Customer Success Leadership members
Create financial models for revenue forecasting, using bookings, attrition, and other inputs
Apply Tableau to automate reporting & analyses and use other available data sources
Engage with Corporate F&S on results, timelines, and communications
Ensure consistent tools & reporting across Customer Success F&S
Prepare presentations to executive leadership to support strategic decision-making and track performance, including budget reviews, and ad hoc analyses.
Drive the development of the Long Range Financial Plan (LRP) for these functions and organizations
Analyze various datasets to generate insightful recommendations for the Success Plans leadership team
Prepare monthly and quarterly management reporting - analyzing financial results, distilling/synthesizing key trends, assessing current and future business risk, and communicating key messages to business partners.
Ad-hoc reporting and analysis as needed
BA/BS degree / equivalent and minimum of 5+ years FP&A or relevant work, MBA a plus
Core foundational FP&A experience: accounting, planning, forecasting, variance analysis
Strong modeling skills, attention to detail, and highly developed ability to understand and predict trends
Analytical problem-solving, with intuition for business mentality
Familiarity with financial planning systems
Excellent quantitative, written, and presentation skills; innovative, organized, detailed with the comfort and ability to partner andand form relationships with senior executives
SQL, Tableau, expertise desirable
Comfortable working with executives of a Fortune 100 company
Expert in quantitative analysis; very strong Excel modeling skills for developing sophisticated financial analyses and decision-support models using logical reasoning
Must be comfortable with changing requirements and priorities
Must be results and service-oriented and have a strong ability to make and communicate progress with incomplete information
Demonstrate intellectual curiosity and manage inter-dependencies on other company processes to meet work deadlines
Ability to deal with a fast-moving dynamic environment with a high degree of ambiguity and constant change
Ability to independently address new analytical requests: understand the main question being asked, capture needed data, build models, validate assumptions, perform analyses, and present executive-level summarized results in a compelling manner
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