Personal Finance Advisor developing trusting relationships with members and clients to meet their financial goals. Engaging in advisory roles and ensuring service quality for business relationships.
About the role
- Senior Manager/Director of FP&A influencing finance strategy, product investment decisions, and value creation initiatives at Trading Technologies. Collaborating with executive team and cross-functional stakeholders.
Responsibilities
- Develop deep understanding of Trading Technologies’ annual operating plan, business model, product portfolio, GTM strategy, and key value drivers
- Take ownership of Annual budget, rolling forecasts, and board/executive reporting processes
- Establish strong partnerships with GTM, Product, and Operations leaders as a trusted finance advisor
- Own and enhance 3-statement financial model and long-range plan
- Identify opportunities to improve forecasting accuracy, automate reporting, and enhance financial data infrastructure
- Lead the Annual Operating Plan (AOP), rolling forecasts, and long-range planning, including scenario and sensitivity analyses
- Serve as a strategic finance partner to GTM, Product, and Line of Business leaders, supporting forecasting, pricing strategy, headcount planning, product investment, M&A integrations and growth initiatives
- Prepare and continuously enhance executive, investor, and Board reporting packages, translating complex financial results into strategic narratives and recommendations
- Build and maintain a fully integrated 3 statement financial forecast model, including a 13 week cash forecast
- Perform data-driven analyses to monitor business operations; provide management with clear and actionable insights into drivers of business growth, risks and opportunities
- Own the FP&A systems roadmap and partner with stakeholders to ensure scalable financial data architecture, automation, and governance
- Drive process improvements to increase forecasting accuracy, reporting efficiency, and decision-making speed
- Build, mentor, and scale a high-performing FP&A team
Requirements
- Bachelor’s degree in Finance, Accounting, Economics or a related field (MBA or CFA preferred)
- 8+ years of progressive experience in FP&A, strategic finance, investment banking or related roles
- Experience in PE-backed or high-growth SaaS/software environments strongly preferred
- Strong knowledge of GAAP, revenue recognition, SaaS and financial metrics, including but not limited to: ARR, Bookings, renewals/retention, sales productivity, Rule of 40, etc.
- Track record of leading data transformation and automation projects within the Finance function
- Strong financial and business acumen with ability to communicate the “what” and “why” behind the numbers
- Experience hiring, mentoring and scaling FP&A teams
- Expertise in planning and forecasting tools (e.g., Abacum, Adaptive, Planful), ERP systems (NetSuite), and CRM/BI platforms (Salesforce, Domo, Tableau, Power BI)
- Demonstrated experience in leading budgeting, forecasting, and variance analyses
- Proficiency in building and maintaining complex financial models including fully integrated 3-statement long-range model
- Exceptional attention to detail, problem-solving and critical thinking skills
Benefits
- Medical, Dental, and Vision insurance
- Flexible Spending Accounts (FSA) & Health Savings Accounts (HSA)
- 401(k) retirement plan
- Pre-tax transit and parking benefits
- Enjoy the best of both worlds: the energy and collaboration of in-person work, combined with the convenience and focus of remote days
- 22 days of Paid Time Off (PTO) per year, with the option to roll over unused days
- One dedicated day per year for volunteering
- Two professional development days per year to allow uninterrupted professional development
- An additional PTO day added during milestone anniversary years
- Robust paid holiday schedule with early dismissal
- Generous parental leave for all parents (including adoptive parents)
- Budget for tech accessories, including monitors, headphones, keyboards, and other office equipment
- Backup child and pet care, as well as tutoring services
- Milestone anniversary bonuses
- Stipend and subsidy contributions toward personally-owned cell phones
- Contributions for gym memberships and health/wellness initiatives
- Discounted healthcare premiums
- Healthy meal delivery program subsidies
Job title
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