Finance Manager - Revenue operations

Job Summary

As a Finance Manager, you will work closely with the CFO and senior leadership team on corporate initiatives, financial planning and analysis. You will steer the development of the annual sales budget and the associated tracking of performance against plan throughout the year. You will play an integral role in the revenue and sales & marketing cost forecast models for the company's various business lines, together with related performance metrics. This position will work intimately with the executive leadership team in developing financial models for key strategic revenue growth projects, reporting on weekly KPI’s and providing analysis. You are also expected to work closely with Accounting, HR, and Sales Operations to drive system and process improvements as it relates to Salesforce and revenue operations.

Essential Duties and Responsibilities:

Budget/Forecast

• Review and develop annual sales budgets and targets along with follow-on forecasts on a quarterly basis
• Prepare and review financial variances between Actual/Budget/Forecast
• Reconcile transactions by comparing vs. budget, prior year, prior months, investigating variances and providing recommendations for growth and improvement
• Provide information to management by compiling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations
• Develop and refine key business metrics and drive robust analysis to identify strengths, weaknesses and opportunities, while evaluating possible alternatives and recommending appropriate actions
• Provide user Revenue Operations support during annual budget cycle and quarterly forecast cycles
• Conduct presentations to management on a monthly basis
• Working closely fellow Accounting and FP&A team members

Sales Operations and measurement

• Work closely with Sales Management on implementing and refining performance metrics and KPI’s to track Sales and marketing productivity and CAC.
• Partner with CFO and HR on administration and management of commissions, working with Revenue Operations and Accounting
• Modeling and automating commission plans and making recommendations
• Partner with marketing teams to understand and improve lead to revenue metrics and KPI’s.

Key Performance Indicators

• Report on weekly KPI’s such as ACV (Orders), Recurring revenue, Net Revenue Retention, customer and unit roll forwards, attrition rates and customer retention.
• Investigate variances vs. plan and meeting with department managers for input.
• Utilize SalesForce and ERP systems, together with AI and BI tools for consolidation of data.

Financial Modeling

• Develop complex financial models and present analytics to support Sales and Marketing teams
• Build analytical models that utilize both financial and non-financial data to forecast operating results, scenario modeling
• Partner with Product Management to review ROI and financial metrics on new product launches.
• Perform quarterly product line P&L reviews with the Product office
• Develop, interpret, and implement financial concepts for financial planning
• Prepare various industry and market analyses and benchmarking, as required

Accounting/Financial Systems

• Access SageIntacct general ledger system and financial reporting systems to pull actual financials and data for analysis.
• Propose correction journal entries to accounting, budget vs. actual variance analyses, and risk/opportunity tracking.
• Develop, communicate, and manage requirements for reporting and finance system enhancements and serve as point person to facilitate business support throughout the technical development process.
• Play a key role during integration of acquired entities to integrate customers and revenues.

FP&A team development and recruiting

• Support recruitment process to build out a high performing FP&A team
• Educate new hires on system process, procedures and best practices.

Position Requirements:

• Experience in financial modeling, business analysis, FP&A, business integration, analytics in Customer Retention.
• Excellent MS Office skills, specifically MS Word and MS Excel (INDEX,VLOOKUP, PIVOT TABLES, NPV, IRR, DATA TABLE, WHAT-IF ANALYSIS)
• Advanced experience working with a corporate budgeting process
• Strong analytical and problem-solving skills and experience using AI and software tools.
• Good communication skills (verbal, written and listening).
• Ability to switch from complex to routine tasks when required.
• Experience using ERP’s , such as Microsoft-Dynamics, SageIntacct, Oracle NetSuite, Cognos Financial Performance Management Software, in a corporate environment.
• Experience creating financial models, including use of database manipulation (e.g. Claude, Tableau & Excel).
• Minimum of 7 years of financial analyst experience in software-as-a-service, software, and/or other related technology industries preferred
• Bachelor’s degree in Finance/Accounting required. CPA, CMA, ACA, CFA, MBA (At least 1 required)

Physical/Mental Requirements for the Job:

• Prolonged periods of seating
• May be requested to work overtime and weekends if deemed necessary to meet corporate deadlines
• Must be able to lift at least 20 pounds
• Certain management positions might be required to occasional travel