Finance Manager

Finance Manager 

Date: 11.2025

Function: Finance

Reports to: Sr. Director, FP&A & Revenue Operations

Location: Remote - United States

Position Summary:

The Finance Manager is a key member of the FP&A team responsible for driving financial planning, forecasting, and analytical support across the organization. This role partners with functional leaders—including Customer Experience, Sales, Product, and G&A—to deliver accurate forecasts, identify trends, and provide data-driven insights that inform strategic decisions.    This role will lead the development of a data-driven churn forecast, oversee headcount and expense forecasting for the total company, and build financial frameworks to support pricing, renewals, and customer outcomes. The ideal candidate is highly analytical, detail-oriented, and able to translate complex data into actionable insights for executive decision-making.

Key Responsibilities:

Forecasting & Budgeting

• Lead the monthly and quarterly forecasting cycles, including gross retention metrics, headcount, and operating expense planning.

• Partner with department leaders to develop and refine budget assumptions.

• Maintain and continuously improve forecast models that support scenario planning and executive decision-making.

• Prepare variance analyses against budget, prior forecasts, and prior year results.

Business Partnership & Insights

• Serve as a trusted advisor to functional leaders, helping translate operational results into financial implications.

• Support business case development for new initiatives, pricing changes, and headcount investments.

• Deliver proactive recommendations to drive growth, efficiency, and ROI across departments.

• Summarize complex data into clear, actionable insights for executive audiences.

• Model financial impact of price increases, discounting, and renewal terms.

• Partner with the Director of GTM FP&A and Revenue Operations to ensure alignment between bookings forecasts, churn analytics, and financial planning models.

Reporting & Analysis

• Produce monthly financial and operational performance packages for senior leadership.

• Build dashboards and tools to improve visibility into key performance drivers (revenue, churn, headcount, cost per customer, etc.).

• Partner with Accounting to ensure accurate close processes and consistent reporting.

Process Improvement & Systems Enablement

• Leverage FP&A tools such as Vena, NetSuite, Power BI, Salesforce, and ChurnZero to automate reporting and forecasting.

• Identify opportunities to streamline data flow between Finance and other business systems.

• Support enhancements to company-wide financial processes as the organization scales.

Skills and Experience Needed:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.

• 6–8 years of experience in FP&A, Finance, or Business Analytics within a SaaS or subscription-based business.

• Strong analytical and modeling skills with expertise in Excel and data visualization tools (e.g., Power BI, Tableau).

• Experience with Vena, NetSuite, Salesforce, Gong and Churn Zero preferred.

• Proven ability to build financial models for churn, retention, and expense forecasting.

• Excellent communication and presentation skills; able to translate data into insights for executive audiences.

• High attention to detail, intellectual curiosity, and strong business acumen.

• Self-starter who thrives in a dynamic environment and can balance strategic initiatives with day-to-day execution.

Competencies

• Accountability

• Adaptability

• Business Acumen

• Coaching and Developing Others

• Collaboration

• Creating an Inclusive Environment

• Customer Focus

• Dealing w/Ambiguity

• Decision Making

• Driving for Results

• Initiating Action

• Leading Change

• Managing Conflict

• Technical/Professional Skills & Knowledge