Drive annual budgets and forecasts, including roll-out of regular reforecasting cycles and processes
Manage financial aspects of special projects by determining key drivers, driving the right analyses, and presenting the conclusions
Produce models to project long-term growth and determine the impacting business factors
Leadership
Manage team of FP&A analysts
Build cross-functional excellence among departments
Be a trusted source of truth to business leaders, partnering to support business needs
Drive understanding of business metrics across both revenue and expense trends
Present to senior leadership, sharing analysis to enable superior business decisions
Process Improvement
Support the FP&A transformation agenda with a focus on continuous improvement in efficiency through automation, standardization, and optimization, including choice of tools and methodologies
Develop and implement process improvements that scale and amplify the impact of the team’s workstreams
Actively participate in the implementation and adherence to new finance requirements, systems, and processes
Requirements
Bachelor’s degree in Finance, Accounting, or Business-related field with a minimum of 7 years of experience in financial analysis, financial planning, forecasting, or related roles.
Experience leading and coaching FP&A teams
Intellectually curious with enthusiasm for solving problems and working collaboratively
Superior analytical skills and attention to detail, with experience in complex financial modelling
Excellent business partner who can build advocacy with stakeholders then drive implementation and track you / your team’s progress
Critical thinker who is able to identify solutions to complex problems both independently as well as part of a team.
Excellent written and verbal communication skills with the ability to present findings clearly to finance and non-finance stakeholders.
Capability to lead global projects and initiatives, meeting tight deadlines in a fast-paced environment.
Ability to excel in a highly matrixed organization
Experience with automation and data visualization tools
Preferred Qualifications
CA, CPA or CIMA financial qualifications.
Experience in the SaaS or technology industry.
Knowledge of securities, financial markets, or fintech, or a strong desire to learn.
Experience with accounting software (NetSuite, SAP, etc.), and cloud-based financial planning software (Adaptive Insights), or a willingness to learn.
Knowledge of SQL and database querying, or an eagerness to develop these skills.