Manager of Financial Planning and Analysis

Job Type

Full-time

Description

The Manager of FP&A will determine financial strategy, implement performance metrics, and influence alignment of all financial planning and revenue operations. This intersectional role will drive financial effectiveness by establishing planning and forecasting processes and implementing and owning our financial planning systems. This individual will drive operational performance, produce actionable reporting and analysis while documenting and building strong relationships across the leadership team to influence decision making.

This role will be a key asset in the future growth of the company. This individual will be spear-heading Office Practicum’s financial quarterly forecast, annual budgeting process, operating plan variance analysis, and special projects. They will provide financial consulting and strategic support to senior management including preparing board presentations, financial presentations, industry/peer group comparisons, new business opportunities, and other projects. This function acts as the analytical engine of the company to provide insights and support ‘optimal’ business decision making.

Essential Functions / Tasks / Duties / Responsibilities

• Responsible for all aspects of management reporting and analysis, including operating expenses, working capital requirements, cash flow analysis and funding requirements.
• Responsible for tracking all elements of ARR (annual recurring revenue), including bookings, price increases, churn, and downsells.
• Collaborate with functional leaders in developing the annual operating plan and quarterly financial forecasts.
• Ensure alignment between corporate goals & timelines and resource/spend plans.
• Provide budget-to-actual variance analyses for flash, monthly, quarterly, and annual reporting for the Company, as well as at functional and cost center levels.
• Prepare monthly and quarterly financial reports for debt covenant compliance
• Provide functional/department leaders business partnering support, through financial modeling and pro-forma analyses to support strategic decision making with day-to-day operations and new initiatives.
• Support company business development activities with financial modeling for strategic partnerships, collaboration programs and licensing activities.
• Develop, evolve ,and publish regular KPI/metric reporting to track results and identify trends.
• Implement a financial planning and analysis software to automate the processes, where applicable.
• Evaluate current processes, identify best practices, develop plans to reach goals and implement improvements
• Participate in the preparation of board of director and executive presentations.
• Work closely with the accounting team to continuously improve the financial close process and provide support in the expense accrual analysis.
• Ad-Hoc Reporting and Analysis.
  
  

Requirements

Competencies:

• Experience with mergers and acquisitions (M&A) activities.
• Public accounting experience (audit and/or consulting).
• Advanced Excel modeling skills.
• Strong knowledge of US GAAP.
• Demonstrated history of financial modeling with business partner mindset; experience with SaaS preferred.
• Proficiency with ERP systems, cloud planning solutions and other relevant operational applications within the SaaS industry.
• Mission-driven, enthusiastic to learn and grow; team-oriented with a positive attitude.
• Ability to work collaboratively and influence people at all levels of the organization and make actionable recommendations and follow through on execution.
• Ability to anticipate issues, ensure data integrity and accuracy of details while being capable of higher-level interpretation and explanation.
• Strong analytical and excellent written and verbal communication skills.
• Ability to think creatively, highly driven, and self-motivated.
  
  

Education / Professional Certifications Or Licenses Required

• 4 year college degree in finance, accounting or business administration, or equivalent experience.
  
  

Experience Requirements

• 5-7 years of experience in a FP&A role.
• Experience in the SaaS industry.
• Strong understanding of private equity financial structures and reporting requirements.
• Public accounting experience in either audit or transaction services
  
  

Supervisory Responsibilities

• Supervisory responsibilities include interviewing, hiring, and training employees; planning, assigning and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
  
  

Work Environment / Physical Demands/ Travel Requirements

• Travel to headquarters office in Fort Washington, PA and offsite as needed (approx. 5-10%).
  
  

Equal Employment Opportunity Statement

Our company is committed to equal employment opportunity. We will not discriminate against employees or applicants for employment on any legally recognized basis [“protected class”] including, but not limited to: veteran status, uniform service member status, race, color, ancestry, pregnancy, childbirth and related medical conditions, national origin, non-job related handicap or disability, or the use of a guide or support animal, creed, religion, sex, sexual orientation, national origin, age [18 and over] - [40 or over], physical or mental disability, predisposing genetic characteristics, military status, marital status, protected action, concerted activity, or any other protected class under federal, state, or local law.

Americans With Disabilities Act Statement

Our company is committed to providing equal employment opportunities to otherwise qualified individuals with disabilities, which may include providing reasonable accommodation where appropriate. In general, it is your responsibility to notify your supervisor of the need for accommodation. Upon doing so, your supervisor may ask you for your input or the type of accommodation you believe may be necessary or the functional limitations caused by your disability. Also, when appropriate, we may need your permission to obtain additional information from your physician or other medical or rehabilitation professionals.

Salary Description

$120,000 - 130,000 per year