Finance Manager, Tech and G&A

Reltio

1d•$100,000 - $150,000•Remote

About The Position

Reporting to the Vice President of Finance, the Finance Manager will play a strategic leadership role in driving financial planning, forecasting, and operational excellence across Product, Technology, and G&A functions. This role requires deeper financial expertise, stronger cross-functional leadership, and a more strategic focus on business impact. The ideal candidate will have exceptional analytical and modeling skills, a strong ability to communicate financial insights, and experience partnering with senior leadership to drive company-wide financial initiatives.

Requirements

Minimum of 5+ years of experience in Financial Planning & Analysis (FP&A), with a strong preference for SaaS or technology industries.
Bachelor’s degree in Business, Accounting, Finance, Economics, Math, or a related field; MBA or CFA preferred.
Advanced financial modeling, scenario analysis proficiency in financial systems such as Adaptive Insights, NetSuite, Tableau, and Excel modeling.
Strong leadership skills with the ability to influence and engage with senior executives.
Excellent communication and presentation skills to translate complex financial data into strategic recommendations.
Experience in managing large-scale financial planning processes, including multi-year forecasting and investment strategies.
Ability to thrive in a fast-paced environment, managing multiple priorities while maintaining high attention to detail.
Prior experience in Product, Technology, and Customer Success finance functions is a plus.
Ability to navigate through complex matrix organization structure and approval process

Nice To Haves

Utilizing AI tools such as Claude, OpenAI or others to build automate and improve finance tasks and processes

Responsibilities

Act as a key financial advisor to executive leadership, providing strategic insights and recommendations to drive business growth and efficiency.
Lead the financial planning, budgeting, and forecasting process across Product, Technology, and G&A with a focus on scalability and long-term sustainability.
Create and maintain financial models that drive decision-making, including customer gross margin analysis, cost optimization, and investment analysis.
Partner closely with business unit leaders to assess financial risks and opportunities, ensuring alignment with corporate objectives.
Manage the monthly P&L review process, including in-depth variance analysis, scenario planning, and executive-level reporting.
Drive enhancements in KPI tracking and business analytics, ensuring actionable insights are delivered to senior leadership.
Improve financial operations through automation, process refinement, and system enhancements to support data-driven decision-making.
Collaborate with cross-functional teams to evaluate new business opportunities, including pricing strategy, market expansion, and investment initiatives.