FP&A Business Partner, Corporate

Responsibilities

• Financial Planning & Forecasting:


• Lead the development and management of the company model in coordination with the Head of Strategic Finance and CFO
• Support preparation of Board and Executive Team materials, including quarterly Board decks, regular dashboards of operating results, trends, and metrics. Support annual planning process (timelines, modeling, target setting, and year-on-year and quarter-on-quarter variance analysis)
• Develop robust models on trends, key business drivers, and financial results to prioritize and plan investment decisions.
• Partner with other members of the FP&A team on these models and input into the company model.
• Manage the company’s monthly and quarterly reporting and re-forecasting cadence and align with Accounting’s close schedule.
• Translate bookings forecasts into revenue and cash flow forecasts, working with the GTM FP&A team and Accounting.
• Provide financial insights and recommendations to support company level strategic initiatives and business decisions.


• Business Partnering


• Manage department spend within budget. Analyze financial performance against budgets and forecasts, identifying key trends, variances, and drivers for the business
• Develop trusted relationships with G&A business leaders and partner with them to provide financial guidance and support.
• Monitor and track departmental KPIs. Build operational models tying business initiatives to the ROI of various initiatives and spend
• Work cross-functionally to drive process improvements and streamline cross-functional operations


• Other


• Participate in strategic planning activities, including scenario analysis and sensitivity modeling.
• Stay up to date on the competitor landscape and key valuation metrics.
• Support implementation of FP&A planning tool
• Provide analytical modeling and due diligence support for future financings.
• Other ad hoc projects as needed.

Requirements

• Minimum of 5+ years of experience in financial planning and analysis, corporate finance, or a related field with a required 3+ years of experience in investment banking, private equity, or equivalent work experience.
• Proficiency in financial software and tools (e.g., Excel, ERP systems, financial planning software). Experience working with Pigment, Anaplan, or similar FP&A Tooling software preferred
• Strong preference for experience in high-growth enterprise software companies
• Exceptional financial modeling skills with comprehensive experience building company models and leading and managing highly quantitative complex analysis.
• Very strong communication/presentation skills with experience creating and delivering effective presentations to senior management.
• Comfortable with a fast-paced, demanding environment. Must manage multiple tasks and juggle several urgent demands at any given point while adapting to changing priorities.
• Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment.