Description:
- Managing (for a key segment of the business) the forecast, budget, strategic plan, profitability analysis and financial systems integration.
- Owning and evolving the corporate financial model for the company for purposes of evaluating business sensitivities, funding requirements, and potential fundraising.
- Participating in the evaluation of proposed acquisitions, business opportunities, identify risks and challenges, and prepare recommendations to the senior executive team in line with our value proposition and objectives.
- Experience working with marketing, sales and product teams
- Developing and reporting on KPIs including variance meetings and the creation of management dashboards via SQL
- Developing Board and Investor presentations.
- Drive negotiations and maintain relationships with operational partners.
What You'll Bring to the Role
- 5+ years of financial planning & analysis experience, working in high growth Tech or SaaS organizations
- Experience supporting Sales and product teams
- Experience leading annual budgets, forecasts, and complex multi-year financial models aligned with strategic and operating plans for both revenue and expenses.
- Post-secondary education in business, economics, or other related field along with your CFA or MBA.
- Executive level communication experience including reporting, presentations, etc.
- Previous experience managing at least one direct report
- Advanced abilities in Excel