FP&A Manager

Our FP&A Manager is responsible for managing the development of content and delivery

systems for financial reporting and analysis, preparing complex financial performance analysis,

leading the budgeting and forecasting processes, and supporting functional leaders with KPI

analyses and ad hoc reporting.

The individual must be extremely diligent and organized and have experience leading a FP&A

practice inside a rapidly growing company. We are looking for a motivated self-starter who can

work independently with little oversight and manage a team of exceptional analysts. The ideal

candidate will have an impressive knowledge of Excel, extensive experience building and

delivering analyses & KPIs from ERP systems (NetSuite, salesforce.com), a solid understanding

of the three primary financial statements, excellent judgment, and won’t be intimidated by

the demands of a fast-paced startup in a rapid-growth phase.

ESSENTIAL RESPONSIBILITIES AND DUTIES:

• Maintain complex pro forma model, including updating actuals and continuously

updating the census by efficiently using ERP system outputs

• Maintain synergy model and hold the executive team accountable to synergy

achievement plans

• Develop a new revenue forecasting methodology in concert with the sales ops team
• Update all models for any acquisitions
• Prepare weekly, monthly, and quarterly forecasts of financial statements, including

summaries and period over period variance explanations

• Partner with functional leaders to create annual budgets and related reports
• Maintain cash forecast models and prepare weekly cash forecasts
• Create and distribute monthly financial reporting package and provide ad-hoc financial

support to functional managers

• Assist in month-end close process and reporting
• Schedule and lead all required plan and re-forecast review meetings with

department/business leads

• Support functional managers in ad hoc project assignments as needed
• Create and maintain performance dashboards for various departments within

the organization, including developing segment reporting out of NetSuite

QUALIFICATIONS:

• EDUCATION: Bachelor’s degree in Accounting or Finance
• EXPERIENCE: 5-7 years in FP&A or similar roles, including 2 – 3 years as a manager

KNOWLEDGE/SKILLS/ABILITIES:

• Advanced level of proficiency in Microsoft Office (primarily Excel and PowerPoint)
• Experience managing an analyst team
• Experience with NetSuite and Salesforce.com is a plus
• Familiarity with standard financial planning and accounting concepts, practices and

procedures

• Passion for managing, organizing and analyzing large and/or ambiguous sets of data
• Proactive thinker, accountable with high level of intellectual curiosity
• Ability to work independently, with a high degree of accuracy, in a fast-paced

environment

• Experience in a private equity or venture-backed company is a plus

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