FP&A Manager / Senior Financial Analyst - Method Recruiting

Hybrid NYC 2X week In-office
 
FP&A Manager / Senior Financial Analyst 

Are you ready to make an impact at a fast-growing company that's transforming the future of work? Our client is on a mission to revolutionize how companies manage their people through the power of AI. Ranked as the 226th fastest-growing company in the country, #23 in New York, and #25 in software on the Inc 5000 list, we’re redefining people management for organizations everywhere. 

Here, we are radically changing how companies connect with, manage, and understand their workforce. By leveraging cutting-edge AI technology, we empower organizations to unify their processes, gain deep workforce insights, and improve the efficiency of their people like never before. 

We are seeking an experienced FP&A Manager / Senior Financial Analyst to join our growing finance team. This role will play a critical part in driving financial planning, analysis, and strategic decision-making as we scale our SaaS operations. The ideal candidate will have a strong background in financial modeling, a deep understanding of SaaS metrics, and the ability to work cross-functionally in a fast-paced startup environment. 

Key Responsibilities: 

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  Financial Modeling and Forecasting: Develop and maintain complex financial models for budgeting, forecasting, and long-term planning; create scenario analyses to evaluate financial impact of strategic decisions. 
  

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  Budgeting and Planning: Lead the annual budgeting process and periodic re-forecasting efforts; collaborate with department heads to align budgets with operational plans. 
  

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  Financial Analysis and Reporting: Analyze financial performance against budgets and forecasts; prepare and present financial reports, dashboards, and KPIs to management. 
  

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  SaaS Metrics Tracking: Monitor key SaaS metrics like MRR, ARR, churn rates, CAC, and LTV; provide insights into customer acquisition, retention, and revenue growth. 
  

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  Strategic Business Support: Partner with cross-functional teams to understand business drivers; support pricing strategy development and assess new product viability. 
  

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  Investor Relations and Fundraising Support: Assist in preparing financial materials for board meetings and investor updates; participate in due diligence processes by providing financial analyses. 
  

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  Process Improvement: Identify and implement improvements to financial planning processes; automate reporting to increase efficiency and accuracy. 
  

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  Ad Hoc Analysis: Conduct financial analyses to support special projects and initiatives; evaluate potential M&A opportunities from a financial perspective. 
  

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  Compliance and Governance: Ensure financial practices comply with GAAP and regulatory requirements; assist with audit preparations and coordinate with external auditors. 
  

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  Team and External Consultants Management: Oversee and coordinate work with external financial consultants and advisors; manage and mentor a sr. staff accountant to ensure alignment with financial strategies, accurate reporting, and compliance requirements.  
  

Qualifications: 

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  Education and Experience: Bachelor’s degree in Finance, Accounting, Economics, or related field; 5 - 15 years of FP&A experience in a SaaS or tech company; MBA, CFA, or relevant advanced degree/certification is a plus. 
  

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  Technical Skills: Advanced proficiency in Microsoft Excel and financial modeling; experience with financial planning software and ERP systems; proficiency in data visualization tools like Tableau or Power BI. 
  

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  SaaS Industry Knowledge: Deep understanding of SaaS business models and KPIs; experience analyzing subscription revenue and customer lifecycle metrics. 
  

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  Analytical and Problem-Solving Skills: Strong ability to analyze complex financial data; detail-oriented with high accuracy in financial information. 
  

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  Communication and Interpersonal Skills: Excellent verbal and written communication skills; ability to present financial information to non-financial stakeholders; strong interpersonal skills for cross-functional collaboration. 
  

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  Organizational Skills: Ability to manage multiple projects and meet tight deadlines; self-motivated with a proactive approach to problem-solving. 
  

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  Adaptability: Comfortable working in a dynamic startup environment; flexibility to adapt to new challenges and additional responsibilities. 
  

Benefits: 

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  Rare meaningful stock options in a high-growth startup 
  

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  World-class medical, dental, and vision policies 
  

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  A fun culture including team events, happy hours, and day trips (post-pandemic) 
  

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  This is a remote position with small offices cropping up in most major cities in the US and Canada for hybrid remote working. 
  

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  Work with hardworking, nice people who are committed to making a difference! 
  

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  ...And much more 
  

 

We are an AI company. Their company has offices in New York City and SaaS, B2B, Analytics, New York. They have a small team that's about 50 employees 

If you're driven by innovation and excited by the challenge of transforming workforce management, this is the place for you. Take this rare opportunity to join a startup on the rise, where your contributions will directly influence our trajectory and impact on the world.