FP&A Manager

Posted about 18 hours agoViewed

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💎 Seniority level: Manager, 3+ years

📍 Location: United States

🔍 Industry: SaaS

🏢 Company: AssetWatch, Inc.

⏳ Experience: 3+ years

🪄 Skills: Microsoft Power BISalesforceTableauFinancial ManagementAnalytical SkillsMicrosoft ExcelAccountingAttention to detailPresentation skillsExcellent communication skillsProblem-solving skillsReportingBudgetingStrong communication skillsData visualizationStrategic thinkingCRMFinancial analysisData modelingData analyticsSaaS

Requirements:

Bachelor's degree in Finance, Accounting, Economics, Mathematics, or a related field (MBA or master's degree is a plus).
3+ years experience in financial analysis, ideally in SaaS or technology-driven environments.
Strong proficiency in Microsoft Excel, including advanced functions, pivot tables, and data visualization techniques.
Expertise in Salesforce and CRM systems, with the ability to extract, analyze, and manipulate data for reporting purposes.
Experience with NetSuite or similar accounting systems.
Deep understanding of financial statements, accounting principles, and SaaS metrics.
Ability to translate complex financial data into meaningful insights and actionable strategies.
Strong communication and presentation skills, with the ability to engage both technical and non-technical stakeholders.
High attention to detail, strong problem-solving skills, and ability to manage multiple projects.
Experience with data visualization tools (Tableau, Power BI, or similar) is a plus.

Responsibilities:

Partner with business leaders to provide actionable insights using financial and operational data.
Assist in the development of advanced analytics, business intelligence tools, and automation to enhance forecasting accuracy and efficiency.
Identify trends, risks, and opportunities through in-depth financial and operational analysis.
Analyze P&L and balance sheet data to assess financial health and performance
Partner with the Accounting team during the financial close process to ensure accuracy and completeness.
Track and report key SaaS metrics (MRR/ARR, churn, CAC, LTV, GRR/NRR) and financial KPIs.
Extract, manipulate, validate and analyze sales and operational data from Salesforce and other systems.
Prepare and deliver financial reports, dashboards, and presentations to executives, managers, and department leaders.
Conduct ad hoc financial analyses and support special projects, delivering data-driven recommendations.
Stay informed on industry trends and best practices in financial analysis, reporting, and data visualization.
Collaborate with IT and Information Systems teams to enhance data management processes, ensuring accuracy and integrity.

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