Job Description

Responsibilities

• Establish and lead the FP&A function, developing tailored processes and frameworks for budgeting, forecasting, and financial analysis that align with our offerings.
• Collaborate with cross-functional teams to gather insights, data, and input for accurate financial forecasting of our solutions.
• Prepare and present comprehensive financial reports, highlighting key performance indicators (KPIs) and variances, enabling data-driven decision-making.
• Develop financial models that provide insights into different scenarios, assisting in risk assessment, pricing strategies, and growth planning for our products.
• Work closely with the executive team to set financial targets that support our company’s strategic goals.
• Analyze market trends, competitive landscapes, and industry benchmarks to inform financial strategies for our holistic solutions.
• Monitor and manage cash flow, identifying opportunities for optimization and risk mitigation in our operations.
• Provide guidance on pricing structures, cost analysis, and profitability for both our consulting and software offerings.
• Ensure compliance with relevant financial regulations and standards, considering the dual nature of our solutions.

Requirements

• Experience in FP&A and Accounting at a startup and/or investment banking a plus 5+ years of progressive experience in financial planning and analysis, with at least 2 years in a managerial role.
• Strong proficiency in financial modeling, forecasting techniques, and financial analysis.
• Experience forecasting for cloud spend is required (AWS, Azure, etc)
• Advanced proficiency in Excel and financial planning software; experience with ERP systems (e.g., SAP, Oracle) is a plus.
• Excellent analytical and problem-solving skills, with the ability to synthesize complex financial data into actionable insights.
• Proven ability to communicate effectively with stakeholders at all levels, including senior management and cross-functional teams.
• Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities and deadlines.
• Strategic mindset with a focus on driving results and continuous improvement.