Financial Advisor in Merrill's Advisor Development Program focused on comprehensive wealth management services. Engaging clients to understand needs, develop relationships, and deliver investment advice.
About the role
- Finance Business Partner Senior Manager at Smarsh leading financial planning and strategic support. Collaborating with senior leaders and shaping financial decisions in a high-growth company.
Responsibilities
- Serve as a finance partner to Smarsh senior leaders across assigned functions (e.g., HR, IT, Finance, and office of CEO)
- Lead budgeting, forecasting, and long-range planning processes for your business areas
- Develop and review complex financial models to support headcount planning, investments, and strategic initiatives
- Provide proactive insights, scenario analysis, and recommendations to influence business decisions
- Track performance vs. plan, identify risks and opportunities, and drive corrective actions with stakeholders
- Lead monthly and quarterly business reviews for your functions
- Partner with Smarsh accounting to ensure accurate close, forecasting, and variance analysis
- Improve finance processes, reporting, and tools to support scale and efficiency
- Coach and mentor junior team members; directly manage analysts as the team grows
- Own the reporting relationship and outcomes with a private equity sponsor
Requirements
- 5+ years of experience in FP&A, finance business partnering, or related roles, with at least some experience in SaaS
- Demonstrated experience influencing senior stakeholders and driving outcomes through insight—not just reporting
- Strong understanding of SaaS business models, revenue drivers, and unit economics
- Advanced financial modeling and analytical skills
- Excellent communication and storytelling skills, including executive-level presentations
- Ability to balance strategic thinking with hands-on execution
- Experience operating in fast-paced, high-growth environments
- Familiarity with accounting and FP&A systems tools (examples: Adaptive, NetSuite)
Benefits
- Healthcare insurance - We provide medical, dental, and vision insurance, and a flexible spending account that allows you to set aside pre-tax dollars to pay for eligible out-of-pocket expenses.
- Personal time off - A healthy work-life balance is critical to your success at the office. Smarsh offers a “take-what-you-need” time off policy as well as flexible work arrangements
- 401K Match - Smarsh provides a 4% 401K match for which employees are fully vested on day one.
- Sabbatical - The Smarsh sabbatical program provides a time to recharge, to study or simply a time to do something you are passionate about away from the workplace. Employees are eligible after six years of service.
- Recognition - We’re big on kudos for a job well done. Our employee-recognition program enables co-workers to nominate their peers who best embody our core values for recognition.
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