What you'll do:You will own Relay's financial model and the planning infrastructure that collectively inform, guide, and support decision-making across the company. As a hands-on leader, you will:- Architect and continually advance the financial model to be a strategic tool capable of real time decision support and proactive scenario planning. This means dialing-in on the various critical divers of our business and developing a deep understanding of how such variables change and impact our business and P&L.
- Drive the continuous improvement of FP&A planning infrastructure - think systems, tools, processes - to enhance efficiency, accuracy, and scalability.
- Spearhead AI Strategy and Automation into the finance stack to automate routine reporting, streamline and unify disparate data sources, automate manual data orchestration, assist in financial modeling and enhance predictive forecasting accuracy, and identify real-time anomalies in business performance.
- Own and establish rigor around our monthly and quarterly forecasting with clear variance analysis and action-oriented insights to improve forecasting methodologies and/or business performance. Extreme ownership and excellence in forecasting are critical to accurately inform expectations for our board, investors and operating plan.
- Lead the development and execution of the company's financial planning process, this means owning the annual operating plan (budget) process end-to-end in close partnership with the senior lead team and ultimately developing a mid-term and long-range plan.
- As a strategic finance leader you will drive enterprise value maximizing strategies and evaluate and recommend optimization of our business model (Hardware as a Service) and ultimately develop a mid-term and long-range plan.
- Manage complex department budgets and headcount planning in close collaboration with cross functional and go-to-market teams to ensure alignment against plan and efficient scaling. Ultimately, recommend opportunities for cost optimization.
- Own company-wide KPIs and dashboards. Design and deliver monthly and quarterly business reviews with senior leadership.
- Develop board materials and investor materials, including preparing and presenting diligence materials within fundraising and diligence workstreams.
- Scale, mentor and develop a high performing world class FP&A team. You will exponentially increase engagement and opportunities to serve through interaction with cross-functional leaders.
What you'll bring:- Financial acumen: You have 10+ years of progressive experience, with at least 5 years experience in a leadership role, across FP&A, strategic finance, management consulting and/or investment banking. Strong preference to those with management consulting, investment banking pedigrees, or Corporate FP&A at premier high growth public or private technology leaders.
- Leadership experience at a B2B SaaS, or combined software/hardware company preferred.
- Functional expertise: You have proven experiences leading planning, forecasting, reporting efforts for a company of scale with significant experience partnering with go-to-market and cross-functional teams. You have hands-on experiences with complex financial modeling and ability to produce high caliber visual presentations.
- Functional experience: You have significant experience in operational finance and have installed and matured financial planning processes to support high growth that are scalable to provide accurate financial capability that enables business success. You are ready to bring public company rigor to high growth technology companies.
- High velocity operator: You have a bias for action and thrive in a fast paced, ambiguous environment and bring a builder and continuous improvement mentality to designing processes and financial infrastructure that scale with the business.
- Exceptional analytical abilities: You have an affinity for numbers and naturally synthesize and process information efficiently. You have a knack for simplifying a complex confluence of variables.
- Exceptional communication: You have outstanding written and verbal communications skills with the ability to present complex financial information to diverse audiences. You are relationship oriented and have experience and a track record of developing relationships.
- Owner mentality: You practice extreme ownership and appreciate the accountability of this mission in a dynamic environment. Accordingly, you rely on building systems and processes to drive success.
- Strong people leader: Experience building and developing high-performing teams with clear ownership, accountability, and growth paths.
- Integrity: You have the highest standards of integrity and are trustworthy.
- Education: Bachelor's degree in Finance, Accounting, Economics, or related field (MBA a plus). You have familiarity and understanding of US GAAP and/or the ability to partner closely with Accounting.
About us: Relay culture, benefits & perks:Our culture hinges on Relayers getting
LIT up in an environment that fosters learning, impact, and teamwork (LIT) where we can *
CHASE*the best work in our lives. We call this
BWIML (pronounced bee wimmel = Best Work In My Life)!
It's truly amazing what engaged team members can achieve together. Our ever-evolving list of
benefits and perks means you'll be able to integrate work into your whole life, focus on health, perform impactful work, grow and learn in your role, look after yourself/your family, and invest in your future.
At Relay, we offer...- 100% Paid Insurance Health, Dental, Vision, Long/Short Term Disability, and Life Insurance benefits for you and those who depend on you
- Generous Paid Time Off
- 401(K) Savings Plan + Company Match
- Baby Cash Reward + Paid Parental Leave
- Wellness Perks, including a world-class onsite fitness center with instructor-led classes + locker room, as well as endless outdoor amenities, whether tennis, basketball, cycling, or pickleball is your jam
- Free Snacks and Fun Times
- Latest tech, standing desks, and all the accessories and software you need to succeed in your role
Ready to build something great with us? We can't wait to hear from you.Join Us On-Site in Raleigh!At Relay, we're building something special, and we believe our relationships with each other and our customers are the foundation of our success. Our hybrid work model is designed to foster these connections, giving you the best of both worlds: the power of in-person collaboration and the flexibility you need.
Our leadership team maintains a strong in-office presence to foster creativity and connection.
Candidates for this role should expect to work in person 5 days a week at our Raleigh, NC office. 
