Senior Financial Planning and Analysis Manager

SnapLogicSan Mateo, CA
35dOnsite

About The Position

As a key member of the FP&A (Financial Planning and Analysis) team, you will own our company financial model and collaborate closely with the rest of the FP&A team. You will also serve as a trusted business partner to our team leaders in Engineering, Product, Operations, and G&A. You will drive financial analysis for data-driven decision making, work cross functionally to support business partners across the organization, and support the operational efficiency of the team in order to grow at scale. The ideal candidate thrives in a highly collaborative and fast-paced environment, is a self-starter with strong attention to detail, is able to process data from disparate sources of information to perform complex financial analysis, and has a track record of being a strong cross-functional quarterback. This position is for our HQ office in San Mateo, California.

Requirements

  • Bachelor’s Degree in Finance, Economics, or Accounting
  • 7 to 10+ years of relevant experience in FP&A, strategic finance, investment banking and/or public accounting
  • Strong attention to detail
  • Exceptional Excel modeling skills, both in building new models and streamlining existing models
  • High proficiency in PowerPoint, and specifically translating analysis into digestible formats
  • Highest level of integrity, professionalism and judgement with the ability to handle confidential information
  • Ability to distill complex analysis and nuanced problems into actionable insight
  • Collaborative team player with strong communication skills
  • Demonstrated track record of being a cross-functional business partner
  • Growth mindset and a curiosity for tackling challenges across the organization

Nice To Haves

  • MBA or related Master’s Degree, CPA, or CFA
  • Experience in software industry with an understanding of subscription revenue model and related metrics
  • Experience with financial software systems (e.g. Mosaic, NetSuite, Salesforce)
  • Experience in a high-growth, startup environment

Responsibilities

  • Maintain and own the company financial model to drive visibility into the forecasting and budgeting process, and develop additional financial models as needed
  • Act as a trusted business partner to our team leaders in Engineering, Product, Operations, and G&A on resource allocation decisions and report on key performance metrics on a regular basis
  • Deliver timely financial reporting for Board meetings and executive team reviews
  • Drive ad hoc analysis to enable data-driven decision making across the organization, deliver key insights and actionable recommendations, and help key stakeholders execute on business decisions
  • Prepare materials for potential investor presentations and due diligence efforts, as well as respond to routine investor requests
  • Support the Accounting team in the month end close process and annual audit
  • Help evaluate strategic vendor and partner relationships
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