About this Finance Manager role at Finquery
What You'll Do:
- Direct, mentor, and develop a team of two financial analysts to drive high performance across team deliverables
- Lead the design and maintenance of financial models, templates, and dashboards used to track operating expenditures, product costs, and key business initiatives
- Analyze recurring SaaS and business performance metrics to translate findings into actionable recommendations
- Lead the preparation of monthly, quarterly, and annual budgets and forecasts, including P&L, cash flow, and balance sheet projections
- Perform variance and trend analysis across actual, budget, and forecast results advising key stakeholders on underlying drivers
- Advise business partners across the organization on financial insights that improve overall performance and operational efficiency
- Lead in-depth customer analysis, including bookings, net expansion, churn, and retention, to support strategic decisions
- Partner with the sales and finance leadership, RevOps, and Legal to design, model, and evaluate sales compensation plans
- Contribute financial models, SaaS metrics, and variance commentary to recurring board and investor reporting packages
- Track and report progress against strategic value creation initiatives while monitoring outcomes against targets
- Partner with business systems teams to maintain accurate financial data flows across core finance and CRM platforms
- Evaluate pricing strategies and provide financial analysis to guide pricing decisions alongside Product and Revenue leadership
- Apply AI-enabled tools and automation to streamline recurring financial reporting, forecasting, and data reconciliation processes
What You Bring:
- Bachelor degree in Accounting, Finance, or a related field required, with a CPA, CFA, or MBA preferred
- 5+ years of related experience in FP&A, accounting, or strategic analytics
- Demonstrated experience in managing, mentoring, or leading team members within a finance or corporate environment
- Background in SaaS, subscription business models, or investment banking preferred
- Advanced proficiency in Microsoft Excel, including pivot tables, macros, and complex data manipulation
- Strong working knowledge of PowerPoint for building executive and board-level presentations
- Ability to build and maintain financial dashboards using BI tools such as PowerBI
- Working knowledge of ERP and CRM platforms such as NetSuite, Workday Adaptive and HubSpot
- Proficiency in SQL or comparable query tools to extract and analyze data from enterprise data warehouses
- Ability to leverage AI-enabled tools and platforms to automate recurring reporting, forecasting, and reconciliation tasks
- Fluency in SaaS growth metrics including ARR, NRR, GRR, CAC payback, and Rule of 40
- Prior exposure to sales compensation plan modeling, pricing evaluations, or board reporting deliverables
- Leverages data from multiple systems to identify business trends and translate findings into accurate forecast adjustments
- Collaborates effectively with cross-functional leaders to align financial tracking with evolving organizational goals
- Communicates complex financial analysis and variance drivers clearly to non-finance stakeholders
- Proactively identifies and implements process automation within recurring reporting cycles
- Delivers precise budgets and forecasts consistently under competing deadline pressures
- Adopts emerging tools and AI-enabled approaches to maximize reporting speed, accuracy, and scalability
- Connects detailed financial analysis to long-range strategic planning, pricing decisions, and board-level initiatives
- Manage the day-to-day responsibilities of direct reports including reviewing completed tasks and delegation of work.
Core Competencies