Manager (or Sr. Manager) of Strategic Finance

TradeCentric•Raleigh, NC

14d•$130,000 - $160,000•Remote

About The Position

TradeCentric is seeking a Manager (or Sr. Manager) of Financial Planning and Analysis to join our dynamic team. The ideal candidate will play a crucial role in driving financial planning, budgeting, forecasting, and analytical processes. As the Manager of FP&A, you will collaborate with cross-functional teams, provide valuable insights, and contribute to key decision-making processes to support the company's financial goals and growth.

Requirements

Bachelor’s degree in Finance, Accounting, Economics or related field
5+ years of experience in financial planning and analysis
Proven experience in budgeting, forecasting, and financial modeling
Strong analytical and strategic thinking skills
Excellent communication and presentation abilities
Proficiency in financial software and tools (e.g., Excel, Salesforce, QuickBooks)
Ability to thrive in a fast-paced and dynamic environment

Nice To Haves

2+ years of experience in investment banking or private equity investing
Prior experience working within a private equity-backed company, with an understanding of the fast-paced, results-driven environment and scalability goals typically associated with PE ownership
Prior work experience within a SaaS organization
Python & financial automation: Experience using LLMs to design and build data pipelines, API integrations, and workflow automations across Finance and GTM tooling.

Responsibilities

Support the annual budgeting process in collaboration with department heads. Implement effective financial planning templates and procedures to align with organizational objectives
Prepare accurate and timely financial forecasts to assist leadership in decision-making. Conduct variance analysis and track key drivers of financial performance
Support executive leadership with financial modeling and analysis to support strategic decision-making. Offer data-driven insights to help optimize financial performance
Generate regular financial reports for executive leadership and other stakeholders (board & lender). Create dashboards and presentations to communicate financial performance
Work closely with various departments to understand their financial needs and provide support. Collaborate with accounting and other teams to ensure accurate financial reporting
Collaborate with the executive leadership team to continually evaluate ROI and optimize spend
Identify financial risks and implement mitigation strategies. Monitor market trends and assess their impact on financial performance
Assist with financial modeling, due diligence, and evaluation of potential M&A opportunities in partnership with the executive leadership team
Other duties as assigned