Head of Finance leading and scaling modern Finance functions for a B2B SaaS company. Focused on financial planning, operational excellence, and strategic decision - making.
About the role
- Financial Planning & Analysis Analyst supporting budgeting, forecasting, and financial reporting processes. Providing insights into revenue performance and alignment between Finance and Sales teams.
Responsibilities
- Support the Company’s budgeting, forecasting, and long-range planning processes.
- Build and maintain financial models, forecasts, and scenario analyses.
- Prepare monthly variance analysis and performance reporting for management.
- Analyze revenue, margin, operating expenses, and key business drivers.
- Translate financial results into clear, concise insights for leadership.
- Own recurring reporting on sales performance, pipeline, bookings, and conversion metrics.
- Develop and maintain dashboards and analysis related to:
- o Pipeline health and velocity
- o Win rates and sales cycle performance
- o New business vs. expansion revenue
- o Rep productivity and territory performance
- Partner with Sales leadership to ensure data accuracy and meaningful interpretation.
- Align sales activity with financial forecasts and performance expectations.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- Minimum of 3 years of experience in FP&A, financial analysis, or a related role.
- Experience in a SaaS or subscription-based business strongly preferred.
- Working knowledge of revenue models, forecasting, and financial statements.
- Experience working with CRM data (e.g., Salesforce) and financial systems (e.g., NetSuite) preferred.
- Advanced Excel skills; experience with Power BI or similar tools.
Benefits
- Professional development opportunities
- Flexible work arrangements
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Finance professional managing financial operations and compliance at YUM! Restaurant Services Group. Ensuring accuracy and regulatory compliance in financial reporting and operations.
Financial Clearance Representative at UW Health in Rockford, IL providing customer service in a healthcare setting. Working day/eve shifts to assist with financial clearance processes.
Financial Operations Specialist analyzing financial performance and reporting for Enterprise Bot, an AI automation software provider. Driving strategic financial insights and managing budgeting in a hybrid role located in Bengaluru, India.
Member of Responsible Investment Advisory Council advising on Columbia Threadneedle’s investment approach. Contributing to ethical investment standards and practices in the Dutch market with quarterly meetings.
Manager of Franchising and Finance at Taco Bell monitoring franchise financial health and ensuring compliance with brand standards. Leading analysts and collaborating across teams for strategic decision making.
Investment Sales Leader responsible for business development and sales in Mercer’s insurance investment solutions across Europe. Focused on strategic relationships and market opportunities in the insurance segment.
Finance Director optimizing financial operations for growth at ORA Partenaires. Collaborating across teams to improve processes and providing financial analyses to support decisions.
EMEA Financial & Planning Analyst managing financial forecasting and planning for regions. Collaborating with finance teams to enhance reporting and decision - making.
Manager for Financial Due Diligence within Transaction Advisory Services team at RSM. Working with corporate and private equity clients on acquisition decisions and financial analysis.