Manager, Finance

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 annual budgeting rolling forecasts and long-range financial planning
• Develop integrated financial models including scenario sensitivity and cash flow analysis
• Analyze and explain variances versus budget forecast and prior periods
• Prepare and present monthly quarterly and annual management and board-level reports
• Monitor KPIs financial performance and key business drivers
• Conduct profitability margin cost and customer-level analysis
• Utilize advanced financial modeling techniques and tools to enhance forecasting accuracy including utilization of Workday Adaptive Insights Intacct and PowerBI
• Develop complex valuation models and forecasts for potential acquisitions partnerships and joint ventures
• Oversee and review revenue recognition treatment in accordance with applicable accounting standards (e.g. IFRS 15 / ASC 606)
• Partner with Accounting Sales and Legal teams to ensure accurate and consistent revenue recognition
• Assess financial impact of new products pricing structures and contract terms on revenue and margins
• Review commercial contracts customer agreements and pricing proposals to assess financial revenue recognition and risk implications
• Support Sales and Commercial teams with financial input on deal structuring pricing and contract negotiations
• Identify financial risks non-standard terms and opportunities for margin optimization
• Act as a trusted finance partner to business leaders and functional heads
• Provide decision support through business cases ROI analysis and strategic recommendations
• Challenge assumptions and provide independent financial insight
• Support end-to-end M&A activities including target evaluation valuation and financial modeling
• Prepare synergy analysis investment cases and post-acquisition forecasts
• Assist with financial due diligence and post-merger integration including reporting alignment and synergy tracking
• Improve financial planning and analysis (FP&A) processes reporting and forecasting tools to enhance accuracy and efficiency
• Ensure data integrity across financial systems and management reports
• Partner with Accounting to align management reporting with statutory financial statements
• Build and mentor a high-performing finance team with a focus on ownership accuracy and professional development.
• Partner cross-functionally with Accounting team and other areas to align accounting with strategic business objectives.
• Ensure compliance with internal controls accounting policies and governance standards
• Support audits internal reviews and executive-level presentations
• 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
• Functions as part of the management team including attending management team meetings
• Stays informed of developments in accounting and finance fields including new technology resources and tools available
• Complete special projects as requested
• Promotes goodwill and conveys a positive image of the company

EDUCATION & EXPERIENCE REQUIREMENTS

• Bachelors degree in Finance Accounting Economics or related field (MBA CPA CFA preferred)
• Ten or more (10) years of experience in financial planning and analysis (FP&A) corporate finance M&A or revenue-focused finance roles
• Strong knowledge of revenue recognition standards (IFRS 15 / ASC 606)
• Advanced financial modeling and analytical skills
• Advanced Proficiency in Excel; experience with ERP and BI tools (e.g. SAP Oracle Power BI Tableau)

PREFERRED KNOWLEDGE

• Industry: Experience in fintech SAAS professional services or high-growth technology companies
• Mergers & Acquisitions experience preferred
• Systems & Technical Skills:
  • Experience implementing and/or scaling ERP and financial systems (e.g. Sage Intacct NetSuite Adaptive Planning)
  • Experience with HubSpot and/or Salesforce
  • Strong understanding of GAAP and revenue recognition
  • Hands-on experience with automation tools (AP expense reporting and reconciliation)
  • Advanced Excel data analytics and reporting skills
  • Understanding of related regulations statutes and filing requirements

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 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.