Finance Manager

Summary

Join Onebrief, a rapidly growing tech company, as an experienced FP&A professional. You will lead the company's financial planning and forecasting, develop and manage the annual budget, and partner with business leaders to provide financial insights. This role requires strong financial modeling, forecasting, and budgeting skills, along with experience with SaaS metrics and financial planning software. You will work closely with cross-functional teams and senior leadership to drive financial excellence. The ideal candidate possesses a degree in a related field (MBA or CFA preferred) and 7+ years of relevant experience. Onebrief offers a dynamic and challenging environment for a results-oriented individual.

Requirements

• A degree in Finance, Accounting, Economics, or a related field
• 7+ years of experience in FP&A, preferably in a SaaS or software technology company
• Strong knowledge of financial modeling, forecasting, and budgeting processes
• Experience with SaaS metrics (e.g., ARR, MRR, LTV, CAC) and understanding of revenue recognition and cost structure
• Proficiency with financial planning software (e.g., Adaptive Insights, Planful, Anaplan) and advanced Excel skills
• Proven ability to communicate financial insights to senior leadership and non-financial stakeholders
• Strong business acumen with the ability to synthesize complex data and provide actionable recommendations
• A collaborative mindset and experience working across teams, including Sales, Product, and Operations
• Excellent attention to detail, with the ability to manage competing priorities in a fast-paced environment
• A results-driven approach, with a commitment to continuous improvement and operational excellence

Responsibilities

• Lead the company’s financial planning process, including monthly, quarterly, and annual forecasting, ensuring alignment with strategic goals and operational objectives
• Develop and manage the annual budget, working closely with department heads to ensure alignment of financial targets and business priorities
• Partner with key business leaders to provide financial insights and recommendations to drive performance, optimize spending, and identify growth opportunities
• Lead the preparation of performance reports and dashboards for senior leadership, tracking key metrics, financial trends, and operational KPIs to provide actionable insights
• Analyze and report on critical SaaS financial metrics, such as ARR, churn, LTV, and CAC, to help drive strategic decisions
• Conduct ad-hoc financial analysis and provide support for special projects, strategic initiatives, or M&A activity
• Drive improvements to financial processes and reporting tools, looking for ways to streamline workflows and enhance efficiency
• Work closely with the Accounting, Sales, and Operations teams to ensure accurate and timely financial reporting, integrating data from multiple sources to inform decision-making
• Monitor and manage cash flow forecasts, ensuring alignment with business needs and funding requirements
• Support the finance team in ensuring compliance with internal controls and regulatory standards, identifying risks and proposing mitigation strategies

Preferred Qualifications

MBA or CFA