Position descriptionAs a Manager of Financial Planning and Analysis, you will support the VP of Finance to drive the strategic and financial plans through the financial budgeting and planning processes. You will provide ongoing analytical support to current company initiatives, in addition to playing a hands-on role in financial close activities, risk and opportunity analysis, and strategic initiatives while serving as a trusted partner to Sales, Legal, and Operations. This role combines rigorous financial analysis, forecasting of revenue and operational drivers, and preparation of management presentations with a strong focus on process improvement, cross-functional collaboration, and proactive guidance to senior leadership.
Position responsibilities- Develop, analyze, and maintain accurate financial forecasts, budgets, and long-range plans, proactively identifying and quantifying potential risks and opportunities to inform strategic decision-making.
- Conduct analyses to support forecasting the company's financials, including pre-application leads, retainers, activations, refunds, matches, and staffing.
- Maintain and regularly update the Revenue and Cost of Goods Sold GAAP reporting spreadsheets and databases to support ongoing financial analysis and reporting.
- Conduct process improvement initiatives aimed at increasing forecasting accuracy, reporting efficiency, and cross-functional alignment.
- Assist with month-end, quarter-end, and year-end closing processes, including preparing management commentary, supporting the annual audit, accruals, and Capex tracking.
- Under the guidance of management, oversee the preparation and delivery of quarterly presentation schedules and comprehensive management packages for senior leadership and executives.
- Demonstrate a deep passion for Sales and Operations within a Finance role; exhibit assertive, proactive guidance to influence outlooks and drive informed decision-making across the organization.
- Collaborate effectively with cross-functional teams (Sales, Legal, Operations) to prioritize tasks, swiftly resolve customer-facing issues, and ensure the delivery of outstanding customer service.
- Provide timely ad hoc analytical support to assist management in executing company-wide initiatives and strategic plans.
- Engage in cross-training with other members of the Finance team to enhance team flexibility and strengthen collective expertise.
Experience and skills- BA/BS degree in Accounting, Finance, or Economics.
- Minimum of 5 years of relevant work experience in a similar role.
- Strong Excel skills; familiarity with QuickBooks Online, Salesforce, and Bill.com is a plus.
- Meticulous and quality-driven, able to balance competing priorities while maintaining precision.
- Experience with GAAP-compliant financial reporting is highly preferred.
- Excellent business acumen with collaborative problem-solving skills.
- Clear and persuasive verbal and written communicator who proactively drives alignment across teams and effectively influences senior leadership.
Preferred Attributes- Experience in a high-growth or subscription-based environment.
- Familiarity with revenue recognition, refunds management, and staffing considerations in a finance context.
- Collaborative mindset and strong stakeholder management skills.
We offer: - Generous PTO
- Remote-first culture, with participation in in-person Employee Events
- Travel for Employee Events
- Medical, dental, vision, short- and long-term disability, and basic life
- 401(k) with matching contributions
- FSAs
- Continuing education allowance
- The opportunity to make a difference and help build families
Employment Type: Full Time
Reports To: VP of Finance
