Senior Manager, Financial Planning & Analysis (9-month fixed term role based in Denver, CO) - B Lab U.S. & Canada

This is a full-time  W-2 role (32 hours per week with a 4 day work week) for a nine month temporary agreement.

Candidates must hold residency and unrestricted right to work in either the U.S. or Canada and be based in Denver CO, Philadelphia PA, New York NY, or Oakland CA at the start of employment.

This role has the possibility of becoming an indefinite position once all parties have reassessed what is needed close to the end of the nine month agreement. 

About the team

The Strategy & Operations department is led by the CEO and comprises the Strategy and Operations teams. Through the Strategy & Operations team's work, internal and external stakeholders move with a shared vision, mission, and strategy – ultimately deepening the impact of the organization. Specifically, this team supports and guides B Lab U.S. & Canada through infrastructure-building, strategic sensemaking, alignment, proposal development, resource deployment, and implementation. All of this happens in close collaboration with each team/department, consultants, partners, the global B Lab network, and business leaders in the B Corp community.

About this opportunity 

The Senior Manager, Financial Planning & Analysis will play a pivotal role in supporting the financial planning, forecasting, and analysis activities. This role reports to the CEO and has a dotted-line reporting relationship to the Director of Finance at B Lab Global, who also serves as Treasurer for B Lab U.S. & Canada. The position involves collaborating with the Head of Finance for Network Transformation, will be a member of the Global Network Business Model Working Group and will work closely with the B Lab U.S. & Canada department heads and senior management to provide actionable insights, develop financial models, and drive data-driven decision-making processes. The ideal candidate will have a strong understanding of SaaS business models and be able to contribute to the strategic growth and financial sustainability of the organization. 

CORE RESPONSIBILITIES

• Financial Planning & Forecasting
• Develop, maintain, and improve financial models for budgeting, forecasting, and long-term planning.
• Prepare monthly, quarterly, and annual financial forecasts, including revenue, expense with a focus on employee run rates, and cash flow projections.
• Analyze financial results against forecasts and budgets, providing insights into variances and trends.
• Represent B Lab U.S. & Canada in the Global Network Business Model Working Group and contribute to the network financial models and scenario planning.
• Reporting & Analysis
• Generate and distribute regular financial reports to senior management and stakeholders, including key performance indicators (KPIs), financial summaries, and variance analysis.
• Support the preparation of board presentations and other executive reports.
• Analyze business performance metrics, including customer acquisition costs (CAC), lifetime value (LTV), churn rates, and other SaaS-specific metrics.
• Financial storytelling and outlook to be shared with the Finance Committee and Board quarterly.
• Data Management & Integrity
• Collaborate with cross-functional teams to ensure data accuracy and consistency in financial systems.
• Manage and optimize financial data collection processes and reporting tools to streamline FP&A activities.
• Maintain a comprehensive understanding of the company's financial systems and data sources.
• Ensure timely and accurate submission of team expense reports and manager approvals for month-end reconciliations. 
• Strategic Initiatives & Projects
• Partner with department heads to develop financial models and business cases for new initiatives, product launches, and strategic projects.
• Conduct scenario analysis to assess the financial impact of potential business decisions.
• Participate in special projects, market research, pricing strategy reviews, and system implementations.
• Continuous Improvement
• Identify opportunities to enhance FP&A processes, tools, and systems to increase efficiency and effectiveness.
• Stay updated on industry trends, particularly those relevant to SaaS and certification entities, to inform financial strategies.

Major objectives/Project for the role in the first 6-12 months

• Represent B Lab U.S. & Canada in the B Lab Global Network Business Model Working Group
• Enhance our monthly reconciliation process and build new forecasting models
• Oversee departmental expense management and identify opportunities for efficiencies
• Review budget guidelines and support senior management in 2025 forecasting and staffing
• Finalize the 2025 forecast and make recommendations based on scenarios to the CEO and board of directors
• Evaluate opportunities for efficiencies in financial reporting, related operations and consult on shared services staffing plan in place with B Lab Global
  
  

About You

• Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA or relevant certification (e.g., CFA, CPA) is a plus.
• 3-5 years of experience in FP&A, preferably within a SaaS or technology-driven environment.
• Strong understanding of SaaS business models, including key metrics and drivers.
• Proficiency in financial modeling and advanced Excel skills.
• Experience with financial planning software and ERP systems (e.g., Adaptive Insights, NetSuite).
• Strong analytical skills with the ability to synthesize complex data into actionable insights.
• Experience with leveraging Salesforce for reporting and dashboard design
• Excellent communication skills, both written and verbal, with the ability to present financial information to non-financial stakeholders.
• Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
• Proactive and self-motivated with a strong commitment to continuous learning and professional growth.

Compensation Details

B Lab has a compensation plan that includes:

• A monthly salary of $7,733.33 for candidates based in Denver, CO
• Excellent health benefits package including access to medical, vision and dental coverage
• Paid time off for vacation - in your first year, you'll start with 15 days (prorated in a to your start date)
• Additional paid time off for organizational closures
• 403(b) with a match of up to 3%
• Unlimited sick and personal time - if you need it, use it
• After your first year of employment, 40 hours paid time off for community service; paid parental leave; and time and budget for your professional development (we assess this PD budget annually)
• A remote-first workplace
• 4 day work week and a flexible work environment 
  

This is a full-time W-2 role (32 hours per week with a 4 day work week) for a nine month temporary agreement. This role has the possibility of becoming an indefinite position once all parties have reassessed what is needed close to the end of the nine month agreement. Candidates must hold residency and unrestricted right to work in either the U.S. or Canada and be based in Denver CO, Philadelphia PA, New York NY, or Oakland CA at the start of employment. 

Hiring Process

We require the following in order to consider your application:

• Resume
• Complete responses to our application questions (please do not add a cover letter)
• Work sample based on the guidelines below

If you progress through additional stages in the hiring process you can expect to:

• Step 1: Submit your resume, work sample, and responses to our application questions in full
• Step 2: Complete a one-way video interview presented by our team via Spark Hire 
• Step 3: Participate in an interview with a panel via Google Meet or Zoom

We will begin reviewing applications on September 27th and will continue until we close the application pool on September 16th.

Please note: All applications will be reviewed by our team, and all candidates will receive a status update via email after their application has been reviewed, which we expect to complete by October 15th. Due to capacity constraints on our hiring team, we are unable to provide you with a specific status update beyond these parameters. Our ideal start date for this role is early November, 2024

If we can offer reasonable accommodations to you in the application or interview processes, or if you have feedback on how we could improve the equity or accessibility of our recruitment, you are welcome to contact us at careers @ bcorporation.net with the subject line "Accommodation request - Senior Manager, Financial Planning & Analysis". Please note that we are unable to respond to general status inquiries or other messages that are unrelated to accessing our application or interview processes.