Strategic Finance Manager

Job Summary: The Finance and Revenue Operations Manager will oversee all financial and revenue operations activities, integrating development, sales, marketing, and customer success to drive sustainable growth. The ideal candidate will possess a blend of financial expertise, data-driven decision-making skills, and a deep understanding of operational optimization.

Key Responsibilities:

Strategy and Planning

• Revenue Forecasting: Develop accurate revenue forecasts based on historical data and market trends
• Go-to-Market Strategy: Collaborate with leadership to develop and refine the go-to-market strategy
• Performance Optimization: Continuously analyze and improve the efficiency of revenue-generating processes

Budgeting, Forecasting, and Reporting

• Collaborate with leaders in Engineering and G&A to develop budgets, forecasts, and KPIs.
• Support decision-making with business judgment and financial insights to align resource allocation with company goals.
• Monitor monthly results, analyzing variances and identifying risks and opportunities.
• Provide financial updates and variance analyses to the executive team and Board of Directors.

Financial Modeling and Operations

• FP&A: Manage the annual budget, forecast updates, and variance analysis.
• Accounting: Oversee general ledger, AP/AR, payroll, and account reconciliation.
• Financial Reporting: Prepare monthly, quarterly, and annual financial and tax reports.
• Enhance financial models, incorporating them into a comprehensive 3-statement model (P&L, Balance Sheet, Cash Flow Statement).
• Cash & Treasury Management: Monitor cash flow and manage liquidity.
• Cost Management: Control costs to enhance profitability
• Deliver critical insights through these models to inform investment decisions

Financial Analysis

• Lead projects focused on ROI-based resource allocation, operational efficiency, and capital initiatives.
• Create business cases to implement capital efficiency projects, adapting quickly to various tasks as part of a lean finance team.

Financial Processes

• Assist in scaling the company’s financial infrastructure as we grow, implementing scalable tools and processes
• Systems & Technology: Align finance systems with business needs, optimizing the quote-to-cash process
• Data Analytics: Maintain data accuracy and define KPIs for development, sales, marketing, and customer success
• Compensation Strategy: Develop sales compensation plans
• Strategic Planning: Support go-to-market strategy, revenue forecasting, and performance optimization
• Drive a culture of accountability through process enhancements

Corporate Development

• Participate in fundraising, corporate development, and partnership analysis, working collaboratively across teams to support growth.

About You

• Consistent Track Record of Excellence: You have an MBA and 2-4 years experience in venture capital, private equity or Investment banking
• SaaS experience: you understand subscription revenue models deeply
• Exceptional Problem-Solving & Analytical Skills: You can dive into complex issues, derive accurate insights, and make actionable recommendations.
• Outstanding Communication & Relationship-Building Skills: You convey complex analyses with clarity, whether in formal presentations or emails to stakeholders. You understand that numbers matter, but relationships are key.
• Growth Mindset: With intellectual curiosity and a drive to learn, you’re dedicated to growing professionally and personally every day.
• Bias for Action: You take accountability and ownership, work resourcefully with minimal supervision, and focus on solutions in a fast-paced environment.
• Strong Work Ethic: You balance speed and accuracy, committed to quality in every task.
• Consummate Team Player: You are humble, coachable, and collaborative, always acting in the company’s best interest.
• Advanced Data Analytics Skills: You excel in extracting, cleaning, analyzing, visualizing, and presenting data to provide insights and simplify complex information.
• Deep desire to join a dynamic and fast moving environment of a startup

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field; MBA or CPA preferred
• Proven track record in financial planning, operational optimization, and cross-functional leadership
• Expertise in financial software, CRM systems, marketing automation tools, and data analytics
• Strong strategic and tactical decision-making abilities and effective presentation skills

Bonus Points:

• Experience working in a fast-growing technology company
• Experience in fundraising at a technology company
• Experience working with an Quickbooks