Collaborate cross functionally as a trusted finance business partner to drive continuous improvements in reporting, forecasting, budgeting and analysis processes
Support the financial due diligence process from LOI through acquisition close date to assess the financial health of future acquisitions (such as - but not limited to – P&L, balance sheet and cash flow statement modeling, quality of earnings and SaaS metrics) and building operating plans to support the investment thesis
Have a willingness to understand the business, end-markets, competitive environment, industry peer group and general economic conditions
Develop and implement FP&A best practices, procedures and processes to drive forecast & planning, business insight and analysis to support senior leadership team
Provide training to the finance team as assigned
Facilitate the annual strategic planning and budgeting financial process including managing the data collection and consolidation process with accounting resources and functional leadership; analyzing the information to validate completeness and accuracy with the goal of communicating trends and key drivers to executive leadership
Manage and coordinate monthly/quarterly reporting, validate accuracy and assist FP&A team in creation of analysis and presentations for executive leadership, Board of Director level presentations and external stakeholders
Conduct ad-hoc financial analysis and special projects to assist management in understanding business performance
Assist with implementation, maintenance and improvement of financial planning solutions
Ensure compliance with financial guidelines and company policies
BA/BS in Finance, Accounting, Business, Economics or relevant field
3-5 years of experience building financial models and owning revenue and expense planning
Strong knowledge of GAAP
Proficient in the use of financial management software (NetSuite preferred)
Ability to succeed in a fast, high-growth startup environment
Strong analytic, financial modeling and reporting skills
Outstanding communication and interpersonal abilities
SQL knowledge is a plus
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