About the Role
As a Finance Manager at FinQuery, you'll be a strategic financial partner within our FP&A team, helping shape the accuracy, speed, and impact of how we report, forecast, and understand our business. You'll own recurring reporting cycles, build and refine the financial models that guide key decisions, and partner across the organization to turn data into insight that actually gets used. You'll also bring AI-enabled tools into the mix, helping the team work faster and more reliably as FinQuery continues to grow.
This is a highly cross-functional role. You'll work closely with leaders across Sales, Legal, Product, Revenue, and Finance leadership on everything from compensation plan design to pricing strategy to board-level reporting.
What You'll Do:
Lead the design and maintenance of financial models, templates, and dashboards that track spend, product costs, and key business initiatives
Analyze SaaS and business performance metrics and turn them into recommendations partners can actually act on
Lead monthly, quarterly, and annual budgeting and forecasting, including P&L, cash flow, and balance sheet projections, and contribute to long-range planning
Dig into variance and trend analysis and advise stakeholders on what's driving the numbers
Advise partners across the organization on financial insights that improve performance and efficiency
Lead deep-dive customer analysis, including bookings, retention, and churn, to inform strategic decisions
Partner with Sales, Revenue Operations, Legal, and Finance leadership to design and evaluate sales compensation plans
Contribute financial models and metrics to our board and investor reporting
Track progress against strategic growth initiatives alongside functional leaders
Partner with our systems teams to keep financial data flowing accurately between our core finance and CRM systems
Evaluate pricing strategy and provide the financial analysis behind pricing decisions
Bring AI-enabled tools into recurring reporting, forecasting, and reconciliation work
Stay ahead of emerging AI and analytics approaches and recommend where they'd make the biggest impact
What You Bring:
Advanced Excel skills, including pivot tables, macros, and complex data work
Strong PowerPoint skills for building executive-ready presentations
Experience building financial models and dashboards using tools like Tableau
Familiarity with Workday Financials and CRM systems like HubSpot
Comfort with SQL or similar tools to pull and analyze data from multiple sources
Genuine interest in using AI tools to improve how financial work gets done
Fluency in SaaS metrics like ARR, NRR, GRR, CAC payback, and Rule of 40
Understanding of how multi-currency and FX movement affects financial reporting
Sharp analytical instincts and high attention to detail
Comfort working with large, messy, multi-source data sets
A knack for building strong relationships across finance and the broader business
The ability to juggle competing deadlines without dropping the ball
The ability to explain complex financial analysis in a way anyone can understand
Bachelor's degree in Accounting, Finance, or a related field; CPA, CFA, or MBA a plus
3+ years in FP&A, accounting, or a related analytical role; SaaS, subscription-business, or investment banking analyst background a strong plus
Exposure to sales compensation plan design, board or investor reporting, or a PE-backed/growth-stage environment is a plus, but not required
Skills Required
- Advanced Excel skills (pivot tables, macros)
- Strong PowerPoint skills for executive presentations
- Experience building financial models and dashboards (e.g., Tableau)
- Familiarity with Workday Financials
- Familiarity with CRM systems such as HubSpot
- Comfort with SQL or similar data query tools
- Genuine interest in using AI tools to improve financial workflows
- Fluency in SaaS metrics (ARR, NRR, GRR, CAC payback, Rule of 40)
- Understanding of multi-currency and FX impacts on reporting
- Strong analytical instincts and high attention to detail
- Experience working with large, multi-source data sets
- Bachelor's degree in Accounting, Finance, or related field
- 3+ years in FP&A, accounting, or related analytical role
- CPA, CFA, or MBA
- Exposure to sales compensation plan design, board/investor reporting, or PE-backed/growth-stage environment
What We Do
We're FinQuery, and we're here to help you manage your finances in a whole new way. More than 36,000 professionals rely on FinQuery to make better business and financial decisions for their largest areas of spend - leases, software subscriptions, and financial contracts - something no other provider offers in the market. Our award-winning AI-powered software helps businesses minimize risk, increase efficiency, and reduce costs. And what makes it truly intelligent? We let you do it all on one platform. FinQuery gives you the power of total visibility, so that Finance and Accounting can simplify accounting, forecast accurately, and budget confidently. And the IT department can clearly see and manage the company’s software stack with actionable insights, smart automation, and helpful tools. You’ll see the most where you’re spending the most.
