FP&A Manager

Talkdesk • Salt Lake City, UT

11d • Onsite

About The Position

This role will be responsible for partnering cross-functionally within a fast-moving technology company and its senior management to build annual budgets, manage forecasts, and provide decision support through financial analyses to ensure optimal returns on strategic investments. This is a key position providing guidance on financial and operational matters across the entire organization.

Requirements

• 5+ years of relevant finance experience preferred, SaaS experience strongly preferred
• Adaptive insights model building experience
• Strong financial and operational planning skills
• Ability to influence at all levels of an organization with an emphasis on partnering with the various business leaders
• Excellent communication skills (written and verbal) with experience developing and delivering presentations
• Expertise in building Excel-based financial models, with an emphasis on aggregating and analyzing data to provide actionable insights
• Ability to multitask effectively, working in team environments or independently
• Four year university degree in finance, economics or accounting required, MBA a plus
• Experience with financial systems- NetSuite, Zuora, Salesforce, etc. is a plus

Responsibilities

• Support the annual budget, quarterly forecast and long-term strategic planning processes
• Design and refine detailed financial models that forecast and analyze functional costs in order to fully understand sources of variance and, ultimately, improve forecast accuracy
• Conduct in-quarter puts & takes review sessions – ensure that the organization can flex and react to short-term budget surpluses/deficits, including developing and maintaining KPIs for all aspects of the organization
• Prepare monthly and quarterly management reporting - analyze financial results, distill/synthesize key trends, assess current and future business risk, and communicate key messages to senior management
• Build and maintain relationships with cross-functional teams to synthesize and integrate updates relating to variances in actual procurement activity relative to budget forecasts
• Support executive management by providing timely ad hoc reporting on critical issues
• Become embedded with business partners across the company, establishing trust, building relationships and gaining a deep understanding of relevant drivers

Benefits

• Medical, Dental, Vision, Life and Disability Insurance, Employee Assistance Program (EAP).
• 401(k) plan
• Uncapped paid time off program for exempt employees and an accrual-based program for non-exempt employees; both are subject to manager approval and consistent with business needs.
• 14 paid holidays each year.
• Exempt employees have uncapped paid time off and non-exempt sick leave follows accrual standards; both are subject to manager approval and consistent with business needs.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager