FP&A Manager

November 20

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Transact Campus

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Technology • Education Tech • Mobile Credential • Campus ID • Integrated Payments

501 - 1000 employees

Description

• Conduct in-depth financial analysis to evaluate company performance and financial insights, including variance analysis, trend analysis, and scenario planning regarding M&A and contingencies. • Create business recommendations informed by data-driven analysis to support the decision-making process, including business performance analyses, benchmarking and ROI analysis. • Analyze and assist in monthly forecast review and consolidation. • Perform detailed financial modeling in support of M&A strategy when needed. • Prepare financial reports to management, highlighting key financial trends, variances, and insights of the business. • Ensure accuracy and integrity of financial data within the financial systems. Develop and maintain financial models, data loads, and databases. • Develop monthly key performance indicators (KPIs) to track business performance and support strategic initiatives. • Provide ad hoc financial analysis to support special projects, strategic initiatives, and business cases. • Work closely with cross-functional teams to gather data and insights for financial analysis.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field. • MBA or relevant certification (CFA, CPA) is a plus. • 5-10 years of experience in financial analysis and modeling, preferably in a SaaS or technology company. • Experience in a professional services firm, such as investment banking or consulting, is highly desirable. • Proficiency in financial modeling, advanced Excel skills and robust financial modeling experience. • Significant user experience with financial planning and ERP software, preferably NetSuite, and experience with financial planning software. • Strong analytical and problem-solving skills, with the ability to synthesize complex data into actionable insights. • Excellent written and verbal communication skills, with the ability to present complex financial information to non-financial stakeholders. • High level of accuracy and attention to detail. • Ability to work effectively in a collaborative, flexible, fast-paced environment. • A deep understanding of key SaaS metrics such as MRR, ARR, CAC, expansion, retention, churn rates, and renewal rates is preferred. • Experience with ERP systems such as NetSuite or similar platforms is preferred. • A proactive approach to improving financial processes and systems.