Finance Manager

CARET•San Diego, CA

3d•Remote

About The Position

CARET brings the latest in technology and automation to over 10,000 legal and accounting firms, empowering highly skilled professionals to refocus their expertise on what truly matters. CARET harnesses powerful and secure practice management, document automation, and payment processing to take firms, professionals, and their clients further. Our team-defined values guide how we show up for each other, for our partners, and for our customers: We succeed together. We embrace progress. We care big. We create space. This is a great opportunity for a dynamic individual with strong FP&A experience in tech/SaaS to join our growing team! Reporting to the VP, Finance, this individual will have a diverse skillset that includes budgeting/forecasting, variance analysis, data analytics, and financial systems experience. Our ideal candidate has a curious mind and a desire to be a valued business partner with the organization by providing business intelligence and decisions support.

Requirements

At least 3 years in a Manager, FP&A or Finance Manager role, with experience in tech/SaaS highly preferred
Experience with forecasting
Working as a Finance business partner
Financial reporting and analysis
BS/BA in Finance, Accounting, Economics, or another analytical field
Extremely strong financial modeling skills and mastery with Excel, PowerPoint, and other FP&A planning tools
Thrive in a role where you are leading a company’s financial planning process in a dynamic, cross-functional, and fast-paced environment
Strong understanding of GAAP, financial processes, systems, and ability to aggregate disparate data sources for integration into financial model
Ability to transition back and forth between strategic and in the weeds
Entrepreneurial spirit, business partnership mindset and take ownership of your work and have pride in every detail

Nice To Haves

Experience with systems implementation or integration a huge plus

Responsibilities

Own the company model, budget/forecasting process, and reporting to key stakeholders
Be a key business partner to executives and assist in driving cross-functional initiatives and delivering value-added business analysis for various teams in the organization
Drive recommendations on process improvements and overall operational performance
Support the annual operating plan (AOP) process and develop long-range strategic and financial plans
Develop a deep understanding of the key revenue, sales and operating KPIs, develop consistent ways to track and report on them, and make recommendations to the leadership team to help drive improved results
Develop a regular cadence with stakeholders to review budget to actual variances, updated financial outlook as well as other key metrics
Partner with Accounting and other teams to complete and streamline the monthly close process and budget to actual analysis
Help build the financial infrastructure to support the company’s current and future business needs
Use systems solutions to streamline reporting and automate internal processes
Prepare regular presentations to the Company’s Board of Directors and investors