About The Position

Financial Planning & Analysis (FP&A): Budgeting, forecasting, and strategic financial modeling. Creating, improving and maintaining the budget, forecasting and overall finical health and reporting of the Practice Business Operations: Improving efficiency, driving process automation and strategic initiatives. Example: opportunity pipeline report governance and forecasting Strategic Partnerships: Collaborating with Sales, and Product teams to achieve financial and operational targets. Data & Systems: Leveraging financial data for better decision-making and implementing systems to streamline operations. SPM report governance and forecasting for budgeting purposes

Requirements

  • Bachelor's degree in finance, Accounting, Business Administration, or related field.
  • 10+ years of progressive experience in financial leadership, business operations, or strategic finance roles — ideally in SaaS, technology services, consulting, or professional services.
  • Proven track record partnering with sales or channel/GTM teams within SaaS
  • Experience leading budgeting, forecasting, financial reporting, internal controls, and compliance.
  • Prior experience managing teams and driving cross-functional initiatives.
  • Financial planning & analysis (FP&A) expertise with advanced modeling and analytical skills.
  • Strong business operations, process design, and performance management capabilities.
  • Excellent communication skills, capable of presenting complex financial concepts to both financial and non-financial audiences.
  • Proficiency in ERP/financial systems (e.g., SAP and/or Oracle), CRM (Salesforce), and BI/data tools.
  • High business and commercial acumen, with the ability to align financial insights to business outcomes.

Responsibilities

  • Budgeting
  • Forecasting
  • Strategic financial modeling
  • Improving efficiency
  • Driving process automation
  • Strategic initiatives
  • Opportunity pipeline report governance
  • Collaborating with Sales and Product teams
  • Leveraging financial data for better decision-making
  • Implementing systems to streamline operations
  • SPM report governance and forecasting for budgeting purposes
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