As Head of Financial Planning and Analysis (FP&A), you will play a vital role in driving our financial strategy and ensuring the continued success of our organization.

Job Summary

We are seeking a highly skilled and experienced Head of FP&A to lead our financial planning and analysis efforts. In this role, you will be a critical thinker responsible for managing and overseeing the financial planning, budgeting, forecasting, and analysis processes of our company. You will work closely with cross-functional teams, including Finance, Sales and Revenue Operations, Strategic Services, Infrastructure and Data, Customer Success, Product and R&D, and Marketing.

Your focus will be to drive business value by supporting growth with efficient capital allocation, defining and maintaining a single source of truth, providing insightful financial analysis, identifying key value drivers, and supporting strategic decision-making.

As a senior leader, you will also play a key role in mentoring and developing the FP&A team members. The role reports directly to the CFO and has direct reports.

Key Responsibilities

Financial Planning and Forecasting
• Develop and maintain comprehensive financial models, forecasts, and budgets that align with the company's growth objectives and define its success.
• Collaborate with various stakeholders to set targets, assess financial performance, and provide recommendations for improvement.

Performance Reporting
• Prepare and present regular financial reports including budget vs. actual and Revenue/SaaS metrics to senior leadership, board members, and investors.
• Highlight key insights, trends, and recommendations for improving financial performance.

Cross-function Collaboration
• Partner with different departments, including Revenue Operations, Sales, Operations, the office of the Chief Business Officer, and Marketing, to provide financial guidance, support decision-making, and drive operational efficiency.
• Act as a trusted advisor to business leaders, providing financial insights and recommendations.

Strategic Financial Analysis
• Conduct in-depth financial analysis, including variance analysis, scenario modeling, and sensitivity analysis.
• Identify trends, risks, and opportunities to support the company's strategic goals from both an organic and inorganic growth perspective.

Process Improvement and Innovation
• Actively invest in AI to continuously evaluate and improve financial planning and analysis processes, tools, and systems to enhance efficiency, accuracy, and scalability with a view to transaction readiness.
• Drive automation initiatives and use AI where beneficial to foster best practices and develop reporting and analysis activities.

Qualifications & Experience

Education and Experience:

• Bachelor's degree in Finance, Accounting, or a related field (MBA preferred).
• At least 6-8 years of progressive experience in financial planning and analysis within the SaaS industry.
• Strong understanding of SaaS business models, revenue recognition principles, and subscription-based metrics.
• CPA and/or early experience in public accounting is preferred, but not required .

Financial Acumen
• Demonstrated expertise in financial modeling, forecasting, budgeting, and analysis.
• Experience with multi-product SaaS revenue analytics.
• Proven ability to interpret complex financial and operational data and distill key insights to drive decision-making.

Business Partnership
• Excellent collaboration and communication skills with the ability to build strong relationships with stakeholders at all levels.
• Proven experience partnering with cross-functional teams and influencing decision-making.

Strategic Thinking
• Ability to think strategically and provide valuable insights into the company's financial performance, growth opportunities, and risks.
• Experience in supporting strategic planning and M&A activities.

Leadership Skills
• Strong leadership abilities with the capability to inspire and motivate a team.
• Experience in managing and developing a team of financial professionals is highly desirable.

Analytical Skills
• Exceptional analytical and problem-solving skills, coupled with a keen attention to detail.
• Ability to define and maintain company-wide agreement on data.
• Proficiency in financial analysis tools and systems is required and specific experience with Salesforce, and Netsuite and business use of AI is highly valued.

Adaptability
• Thrive in a fast-paced, high-growth environment.

Benefits

Copado offers a comprehensive benefits package, which includes:

• Competitive salary and performance-based bonuses.
• Comprehensive health, dental, and vision insurance.
• 401(k) Plan
• Paid Time Off
• Wellness Perks