Senior Manager Financial Planning Analysis

Are you ready to join Connecticut Innovation’s vibrant community of innovators? Connecticut Innovations (“CI”) is Connecticut’s strategic venture capital arm, and we are passionate about serving our portfolio of 220 companies across various industries, with strengths in life sciences, technology, and climate tech.

Come join Shelf, Unstructured Data Management Platform Foundational for AI!

Shelf Overview

There is no AI Strategy without a Data Strategy. Getting GenAI to work is mission critical for most companies but 90% of AI projects haven't deployed. Why? Poor data quality - it is the #1 obstacle companies have in getting GenAI projects into production.

We've helped some of the best brands like Amazon, Mayo Clinic, AmFam, and Nespresso solve their data issues and deploy their AI strategy with Day 1 ROI.

Simply put, Shelf unlocks AI readiness. We provide the core infrastructure that enables GenAI to be deployed at scale. We help companies deliver more accurate GenAI answers by eliminating bad data in documents and files before they go into an LLM and create bad answers.

Shelf is partnered with Microsoft, Salesforce, Snowflake, Databricks, OpenAI and other big tech players who are bringing GenAI to the enterprise.

Our mission is to empower humanity with better answers everywhere.

Job Description

We are seeking a highly analytical and strategic Senior Manager, Financial Planning and Analysis to join our growing finance team. The Manager of Financial Planning and Analysis will be responsible for driving financial planning and analysis activities, including budgeting, forecasting, variance analysis, and financial modeling. The successful candidate will be a self-starter with strong attention to detail and the ability to collaborate across teams and departments.

What We’re Looking For

• Develop and maintain financial models to support budgeting, forecasting, and long-term planning on a monthly, quarterly and annual basis
• Maintain ARR on a weekly and monthly basis with an eye toward opportunities and areas of concern
• Own investor reporting packages, including project managing other department KPI reporting into those reports
• Prepare and analyze monthly and quarterly financial statements and performance reports, including income statements, balance sheets, and cash flow statements, and provide feedback and visibility to accounting and departments
• Provide financial insights and analysis to support decision-making and strategic planning.
• Collaborate with and lead other departments to develop budgets and forecasts, and to track actual results against budgeted expectations.
• Conduct variance analysis and identify trends and key drivers of financial performance.
• Assist and own key areas of the preparation of presentations for senior management and board of directors.
• Identify opportunities to improve financial performance and operational efficiency.
• Help build financial reporting capabilities, including dashboards and metrics, to provide actionable insights to various stakeholders.
• Automate budgeting by incorporating available off the shelf technologies including AI
• Develop and maintain financial policies and procedures, ensuring compliance with applicable accounting standards and regulations.
• Serve as central point of contact for outside bookkeeping, internal Sales, InfoSec, and related functions, and liaison with parties necessary to ensure financial efficiency and controls
• Participate in special projects and ad hoc analysis as needed.

What You Bring

• Bachelor's degree in Finance, Accounting, Economics, or related field. MBA or CPA preferred.
• 5 years of experience in financial planning and analysis, preferably in a startup SaaS or technology company.
• Strong analytical and problem-solving skills, with the ability to develop financial models and analyze large data sets.
• Excellent communication and presentation skills, with the ability to present complex financial information in a clear and concise manner.
• Proven ability to collaborate with cross-functional teams and build strong relationships with stakeholders.
• Strong organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines.
• Strong skills in Excel and other financial analysis tools.
• Familiarity with financial reporting systems and ERP software.

What We Offer

• Competitive salary: $170,000 - $190,000
• Generous equity grant in the form of company stock options
• Open PTO
• Comprehensive health and wellness packages

Location

• Remote work in the NYC Metro Area with travel to Stamford, CT as needed.

Why Shelf

• GenAI will be at least a $18 Trillion market by 2032 and Shelf is a core infrastructure that enables GenAI to be deployed at scale
• Our Leadership Team has deep knowledge management and AI domain expertise and enterprise SaaS background to execute this plan
• We've been helping our customers prevent knowledge mismanagement since our founding in 2017
• We have raised over $60 million in funding and our investors include Tiger Global, Insight Partners, Connecticut Innovations, and others
• We have high the most innovative product in our category

Shelf Values

Quality - We’re united by our focus on world‑class Quality. Quality in all things – starting with everything that leaves your desk. Everything you touch – every email, report, campaign, and piece of code – should be outstanding. Your work product should blow people away. Having people look at what you’ve done and say, “Wow.” That’s the standard here. Remember that how you do anything is how you do everything. Focus on craftsmanship—your ability to make things better.

Momentum for us means that you should know that the things you’re responsible for are moving forward. When you look around and see something that’s stalled, get it moving again. We pride ourselves on “ball movement.” When your boss or team leaves you with something, they should return to see measurable progress. Small, continuous movement is our recipe for success. Constantly look for how to make the work around you move forward. We want you to initiate solutions, ideas, and progress. Don’t wait for it to come to you—reach out and create movement. All the time.

Accountability - We expect every team member to feel that they are accountable for more than anyone might normally expect. Each of us should feel real responsibility for things even at the edge of our control. We consistently share and align on expectations, give each other open and respectful feedback, and use those two drivers to ensure that every agreement we make with one another is clear and complete.

Hard Work - We’re here to do something difficult together. We care intensely about the mission and we expect that from our teammates. That care means that we work hard here. Hard work comes with long hours, extra effort…and real opportunity at Shelf. Your passion for creating and sustaining output is a part of our DNA. Support each other, cheer each other on, drive the mission forward. Great teams sustain intense effort together to win.

Learning Agility - We’re innovating in one of the fastest‑moving spaces in history at a time of accelerating global change. That’s incredibly exciting and requires each of us to commit fully to learning each and every day so that we can be the best at what we do. None of us know everything. All of us can learn anything. Staying open and constantly curious is a key success driver at Shelf. It also requires humility. We prize people who are consistently humble and open to making mistakes and growing from them. Recognize also that learning itself is a skill…we need you to be really good at it. Keep dialing in your own understanding about how you learn best and push yourself to keep growing.

Adapt and Thrive - Overcoming challenges lives deep in our DNA. We have a proud history of understanding and living the reality that obstacles are our opportunities…they’re the key to our success. Change is a constant in our business and fighting change is counterproductive. We need you to be good at being uncomfortable and understand that discomfort is the key to growth. Cultivate your own ability to adapt and know that struggling well is something you’ll share with every team you’re on at Shelf. Our company stories are about thriving through real difficulty…together.

Win Together - We win or lose as a team. Always. Everything you do here is connected to the rest of the organization. Part of our shared team environment demands full honesty…real candor and directness with one another. We expect you to constantly be thinking about how to support your teammates and the company, always acting in service to our shared mission and what’s best for the organization as a whole.

EQUAL OPPORTUNITY EMPLOYER

Connecticut Innovations and its portfolio companies are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We have strict wage minimums, generous benefits, and personal leave policies. Our goal is to provide safe, rewarding, and empowering work environments for all who interact with our company and/or portfolio companies.