Finance Business Partner

Advantive•Tampa, FL

About The Position

We are seeking a highly motivated Finance Business Partner to join our growing finance team. This role will be focused on driving insights and financial support around topline performance metrics at a software company. You will be a strategic partner to leaders across Sales, Customer Success, Marketing, Professional Services, and Revenue Operations, enabling data-driven decision making through robust weekly agile forecasting, annual budgeting, and reporting. You will also play a key role in the monthly close process collaborating closely with Revenue Accounting counterparts to ensure accurate and timely reporting under ASC 606. This position is ideal for a finance professional with a strong background in SaaS metrics and a passion for turning financial data into actionable business insights.

Requirements

  • Strong background in SaaS metrics
  • Passion for turning financial data into actionable business insights
  • Experience with weekly agile forecasting
  • Experience with annual budgeting
  • Experience with reporting
  • Experience with monthly close process
  • Experience collaborating with Revenue Accounting
  • Experience with ASC 606 revenue recognition standards
  • Experience developing insights and business cases
  • Experience supporting growth initiatives, pricing strategies, and go-to-market investments
  • Experience driving continuous improvement of financial reporting, planning, and business partnership processes
  • Experience leveraging EPM tools (Adaptive Planning or similar) and Excel to streamline and scale forecasting processes
  • Experience presenting financial analysis and insights to executives

Responsibilities

  • Partner with Sales, Customer Success, Marketing, Professional Services, and RevOps leadership to develop forecasts, budgets, and business models that drive topline performance.
  • Build, maintain, and enhance reporting on key SaaS metrics including Bookings, ARR, renewals, gross and net retention, and pipeline trends.
  • Provide weekly agile forecasting for revenue and related topline metrics.
  • Support a collaborative month-end close process, working with Revenue Accounting to reconcile topline performance with ASC 606 revenue recognition standards.
  • Develop insights and business cases to support growth initiatives, pricing strategies, and go-to-market investments.
  • Drive continuous improvement of financial reporting, planning, and business partnership processes.
  • Leverage EPM tools (Adaptive Planning or similar) and Excel to streamline and scale forecasting processes.
  • Present financial analysis and insights to executives in a clear and actionable manner.
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