Finance Manager

PROSITES INC•Murrieta, CA

4d•$120,000 - $150,000

About The Position

The Finance Manager works closely with the CFO and senior leadership team on corporate initiatives, financial planning, and analysis. The role steers development of the annual sales budget and tracks performance against plan throughout the year. It contributes to revenue and sales and marketing cost forecast models across business lines, associated performance metrics, and financial models for strategic revenue growth projects. The position reports weekly KPIs and provides analysis, while partnering with Accounting, HR, Sales Operations, Marketing, and Product Management to improve financial processes, systems, and revenue operations. The Finance Manager supports budgeting and quarterly forecasting, analyzes actual-versus-budget and forecast variances, develops business metrics, and presents findings and recommendations to management. The role also develops financial and operating models, supports commission administration and modeling, monitors sales and customer-retention measures, accesses ERP and financial reporting systems, and helps integrate acquired entities. In addition, the position supports FP&A team recruitment and educates new hires on systems, processes, procedures, and best practices.

Requirements

Experience in financial modeling, business analysis, FP&A, business integration, and analytics in customer retention.
Excellent Microsoft Office skills, especially Microsoft Word and Excel, including INDEX, VLOOKUP, pivot tables, NPV, IRR, data tables, and what-if analysis.
Advanced experience with a corporate budgeting process.
Strong analytical and problem-solving skills and experience using AI and software tools.
Good verbal, written, and listening communication skills.
Ability to switch between complex and routine tasks as needed.
Corporate experience with ERP systems such as Microsoft Dynamics, Sage Intacct, Oracle NetSuite, or Cognos Financial Performance Management Software.
Experience creating financial models, including database manipulation using tools such as Claude, Tableau, and Excel.
Bachelor’s degree in Finance or Accounting.
At least one of the following credentials or degrees: CPA, CMA, ACA, CFA, or MBA.

Nice To Haves

A minimum of 7 years of financial analyst experience in software-as-a-service, software, and/or related technology industries is preferred.

Responsibilities

Review and develop annual sales budgets and targets, and prepare quarterly forecasts.
Prepare and review actual, budget, and forecast variances; investigate differences against budget and prior periods and recommend actions for growth and improvement.
Compile and summarize data, prepare reports and presentations, and present findings, analyses, and recommendations to management, including monthly presentations.
Develop and refine business metrics and conduct analysis to identify strengths, weaknesses, opportunities, and alternatives.
Provide Revenue Operations support during annual budget and quarterly forecast cycles.
Work with Accounting and FP&A colleagues.
Partner with Sales Management to implement and refine performance metrics and KPIs for sales and marketing productivity and customer acquisition cost.
Partner with the CFO and HR to administer and manage commissions with Revenue Operations and Accounting.
Model and automate commission plans and recommend improvements.
Work with Marketing to understand and improve lead-to-revenue metrics and KPIs.
Report weekly KPIs, including ACV/orders, recurring revenue, net revenue retention, customer and unit roll-forwards, attrition rates, and customer retention.
Investigate variances against plan and meet with department managers to obtain input.
Use Salesforce, ERP systems, AI, and BI tools to consolidate data.
Develop complex financial models and present analytics supporting Sales and Marketing.
Build analytical models using financial and non-financial data to forecast operating results and conduct scenario modeling.
Partner with Product Management to review ROI and financial metrics for new product launches.
Perform quarterly product-line P&L reviews with the Product office.
Develop, interpret, and implement financial concepts for financial planning.
Prepare industry, market, and benchmarking analyses as required.
Access Sage Intacct and financial reporting systems to obtain actual financials and data for analysis.
Propose correcting journal entries to Accounting and conduct budget-versus-actual variance analysis and risk/opportunity tracking.
Develop, communicate, and manage requirements for reporting and finance-system enhancements, and facilitate business support during technical development.
Play a key role in integrating acquired entities' customers and revenues.
Support recruitment to build a high-performing FP&A team.
Educate new hires on system processes, procedures, and best practices.