FP&A Manager

Project44 - Chicago, IL

Full-time - Mid Level

Chicago, IL

Publishing Industries

About the position

This FP&A Manager comes with a robust understanding of SaaS financial principles and strong analytical capabilities. In this pivotal role, you will drive cross-functional strategic planning and deliver value-added business analysis to support our go-to-market (GTM), Customer Success, and Professional Services. This position presents an excellent opportunity to leverage your expertise in FP&A, financial analysis, and data-driven decision-making to drive the company's success. Your contributions will be instrumental in shaping financial strategies, optimizing resource allocation, and enabling informed business decisions.

Responsibilities

• Partner with Sales, Customer Success, and Professional Services to model and define long-term growth targets.
• Conduct ongoing financial analysis of Sales, Customer Success, and Professional Services metrics.
• Lead revenue forecasting and budgeting processes in collaboration with department leaders, providing monthly, quarterly, and annual financial analysis.
• Collaborate with the Accounting team to support the month-end close process.
• Establish and maintain key performance metrics that provide insights into churn/upsell rates, customer support models, and hiring targets.
• Build complex financial models and analyses, including competitive analyses, gross margin evaluations, and scenario-based models with sensitivities.
• Provide financial expertise for headcount planning, budgeting, forecasting, and long-term strategic initiatives.
• Prepare and analyze management presentations, including monthly reporting, Board of Directors materials, and Quarterly Business Reviews.

Requirements

• Bachelor's degree or global equivalent in Finance or Accounting with strong fundamental knowledge of accounting & SaaS finance principles
• 5-7 years of experience working in FP&A or a similar analytical financial role
• Experience with budgeting, forecasting, variance analysis, and month-end close support
• Outstanding verbal and non-verbal communication skills and experience working with senior leadership
• Excellent people management, leadership and development skills coupled with the ability to adjust to multiple demands, rapid changes and shifting priorities
• The highest standards of accuracy, organization and precision and the ability to think creatively and strategically while acting tactically
• Strong Excel skills; ability to work with large, complex data sets
• Experience with financial planning tools (examples include Adaptive, Planful, Essbase, Anaplan)
• Familiarity with enterprise software (SaaS preferred) metrics, including field productivity, churn, dollar retention rates, cohort growth rates, lifetime value, customer acquisition cost, gross margin expansion, and commission expense calculations
• ERP experience (examples include NetSuite, SAP, Oracle)
• Data visualization experience preferred (examples include Power BI, Tableau, Qlik)
• Predictive modeling skills, and understanding of AI/Machine Learning a plus
• Knowledge of Snowflake and/or Alteryx a plus
• Experience working in high-tech startup company with a fast-paced environment, specifically in SaaS
• Assertive, highly-driven, and self-motivated

Nice-to-haves

• Experience with financial planning tools (examples include Adaptive, Planful, Essbase, Anaplan)
• Data visualization experience preferred (examples include Power BI, Tableau, Qlik)
• Predictive modeling skills, and understanding of AI/Machine Learning a plus
• Knowledge of Snowflake and/or Alteryx a plus