Manager, Finance

COMPENSATION RANGE

$120,000 - $140,000 (Based on Professional Experience)

POSITION LOCATION

This position is eligible for a hybrid work arrangement. Currently 2 days per week on-site work are required.

POSITION PURPOSE

DUTIES & RESPONSIBILITIES       

• Lead the annual budgeting process, rolling forecasts, and long-range financial planning.
• Develop financial models, including scenario, sensitivity, profitability, and cash-flow analysis.
• Analyze and explain financial performance and variances to budget, forecast, and prior periods.
• Identify financial trends, risks, and opportunities and translate analysis into actionable recommendations.
• Continuously improve forecasting accuracy and financial visibility.
• Prepare monthly, quarterly, and annual management and executive-level financial reporting.
• Monitor KPIs, financial performance, and key business drivers.
• Perform customer, product, margin, cost, and profitability analysis.
• Develop dashboards and reporting that provide leadership with meaningful and actionable financial insights.
• Maintain strong data integrity across financial systems and reporting.
• Partner with Accounting to prepare and evaluate revenue recognition under ASC 606.
• Review customer agreements, pricing proposals, and non-standard contract terms for financial and revenue implications.
• Partner with Sales, Legal, and Accounting on deal structure and contract considerations.
• Assess the impact of pricing and contract terms on revenue and margins.
• Improve FP&A processes, financial reporting, forecasting tools, and financial models.
• Leverage technology and automation to improve efficiency, accuracy, and scalability.
• Support continued development and optimization of financial systems, including Sage Intacct, Workday Adaptive Planning, Power BI, and other business systems.
• Identify opportunities to streamline processes and improve financial information available to leadership.
• Lead, mentor, and develop members of the Finance team.
• Establish clear priorities, expectations, and accountability.
• Provide ongoing coaching and feedback and support employee professional development.
• Effectively delegate while remaining hands-on when needed.
• Build strong working relationships across Finance, Accounting, and the broader organization.
• Foster a collaborative, accountable, and continuous-improvement-oriented team environment.
• Provide financial modeling and analysis for strategic initiatives, partnerships, and other growth opportunities.
• Support M&A evaluation, due diligence, financial modeling, and integration activities as opportunities arise.
• Complete other strategic projects and analyses as requested.
• Work should be balanced at 50% doing the work and 50% managing teams.
• Manages direct report employees.
• Responsible for oversight of one or more teams or a department.
• Less involved in day-to-day technical tasks; more focused on planning, budgeting, and people development.
• Drives longer-term initiatives, such as career path planning, hiring strategies, and cross-department collaboration.
• Holds formal authority over performance evaluations, promotions, and compensation.
• Responsible for the professional development of team members.
• Manages interpersonal conflicts, ensures alignment with company goals, upholds policies.
• Part of the management team and attend management team meetings.
• Other duties as assigned.

EDUCATION & EXPERIENCE REQUIREMENTS

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 7+ years of progressive experience in FP&A, corporate finance, or a related financial role.
• Prior experience leading, supervising, or developing finance professionals strongly preferred.
• Experience in fintech, SaaS, professional services, or a technology-driven organization preferred.
• MBA, CPA, or CFA is a plus.
• M&A experience is a plus but not required.

PREFERRED KNOWLEDGE

• Strong understanding of financial planning, forecasting, management reporting, and financial analysis.
• Strong knowledge of GAAP and revenue recognition principles, including ASC 606.
• Advanced financial modeling and Excel skills.
• Experience with ERP, financial planning, and business intelligence tools.
• Experience with Sage Intacct, Workday Adaptive Planning, Power BI, HubSpot, Salesforce, or comparable systems is a plus.

WORKING CONDITIONS

Special

• No hazardous or significantly unpleasant conditions (such as in a typical office).
• Long duration of computer workstation usage.

INTENT AND FUNCTION OF JOB DESCRIPTIONS

Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected.  They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions.  Well-constructed job descriptions are an integral part of any effective compensation system. 

All descriptions have been reviewed to ensure that only essential functions and basic duties have been included.  Peripheral tasks, only incidentally related to each position, have been excluded.  Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions.  In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all inclusive.  Additional functions and requirements may be assigned by supervisors as deemed appropriate. 

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals.  However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.