Finance Manager

CARET brings the latest in technology and automation to over 10,000 legal and accounting firms, empowering highly skilled professionals to refocus their expertise on what truly matters. CARET harnesses powerful and secure practice management, document automation, and payment processing to take firms, professionals, and their clients further.

Our team-defined values guide how we show up for each other, for our partners, and for our customers:

• We succeed together.
• We embrace progress.
• We care big.
• We create space.

This is a great opportunity for a dynamic individual with strong FP&A experience in tech/SaaS to join our growing team! Reporting to the VP, Finance, this individual will have a diverse skillset that includes budgeting/forecasting, variance analysis, data analytics, and financial systems experience. Our ideal candidate has a curious mind and a desire to be a valued business partner with the organization by providing business intelligence and decisions support.  

Responsibilities Include: 

• You will own the company model, budget/forecasting process, and reporting to key stakeholders 

• You will be a key business partner to executives and assist in driving cross-functional initiatives and delivering value-added business analysis for various teams in the organization 

• You will be responsible for driving recommendations on process improvements and overall operational performance 

• Support the annual operating plan (AOP) process and develop long-range strategic and financial plans 

• Develop a deep understanding of the key revenue, sales and operating KPIs, develop consistent ways to track and report on them, and make recommendations to the leadership team to help drive improved results 

• Develop a regular cadence with stakeholders to review budget to actual variances, updated financial outlook as well as other key metrics.  

• Partner with Accounting and other teams to complete and streamline the monthly close process and budget to actual analysis 

• Help build the financial infrastructure to support the company’s current and future business needs 

• Use systems solutions to streamline reporting and automate internal processes 

• Prepare regular presentations to the Company’s Board of Directors and investors 

Qualifications Include: 

• At least 3 years in a Manager, FP&A or Finance Manager role, with experience in tech/SaaS highly preferred 

• Experience with forecasting 

• Working as a Finance business partner 

• Financial reporting and analysis 

• You ideally will have a BS/BA in Finance, Accounting, Economics, or another analytical field 

• You possess extremely strong financial modeling skills and mastery with Excel, PowerPoint, and other FP&A planning tools (experience with systems implementation or integration a huge plus) 

• You thrive in a role where you are leading a company’s financial planning process in a dynamic, cross-functional, and fast-paced environment 

• You have a strong understanding of GAAP, financial processes, systems, and ability to aggregate disparate data sources for integration into financial model 

• With ease, you have the ability to transition back and forth between strategic and in the weeds 

• You have an entrepreneurial spirit, business partnership mindset and take ownership of your work and have pride in every detail 

Benefits: 

• Medical, Dental, Vision, Life Insurance, and Supplemental Insurance 

• 401k 

• Flexible PTO 

Equal Employment Opportunity: CARET is an Equal Opportunity, Affirmative Action Employer.

The compensation information below is provided in compliance with job posting disclosure requirements.

Pay range: $120,000 - $130,000 Actual base pay will depend on varying circumstances, including the position, location, individual qualifications, market finances, and other operations business needs.

Depending on the position, compensation may also include commission, bonuses, etc. Potential for bonuses is based on company performance and potential for merit increases is based on performance.