FP&A Manager

Summary

Join BigID, a leading data security and privacy tech startup, as their FP&A Manager. You will provide financial planning and analysis support to the Customer Success and Client Services divisions. This role involves developing financial models, forecasts, and budgets, conducting financial analysis, and collaborating with cross-functional teams. The ideal candidate possesses a strong background in financial analysis, forecasting, and budgeting within the software industry. BigID offers a remote-first work environment with various benefits, including flexible PTO, equity participation, comprehensive health insurance, and learning and development opportunities.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 5+ years experience in FP&A, preferably in SaaS, technology, or professional services
• Experience working cross-functionally with Customer Success, Support, and Professional Services teams
• Strong understanding of post-sales business models, including renewals, churn, ARR expansion, and service profitability
• Effective communication and presentation skills, with the ability to distill complex financial concepts for non-financial stakeholders
• Strong quantitative skills and proficiency in G-Suite, Excel, and NetSuite
• Ability to function independently as well as within a team effectively and efficiently

Responsibilities

• Provide FP&A support for Post-Sales (Customer Success and Client Services), collaborating closely with the respective leaders to drive financial performance and ensure alignment with overall business objectives
• Maintain accurate records of employee headcount across departments, locations, and cost centers
• Develop and maintain comprehensive financial models, forecasts, and budgets that provide accurate insights into the performance and profitability of post-sales functions
• Develop operational KPIs and financial metrics to track post-sales performance
• Conduct rigorous financial analysis, evaluate investment opportunities, and identify risks and opportunities to optimize resource allocation, drive growth, and improve profitability
• Partner with cross-functional teams, including Customer Success, Professional Services, Support, Training and Business Operations to gather inputs, validate assumptions, and provide financial guidance for post-sales initiatives, including capacity planning, services scalability, and customer retention strategies
• Create and maintain monthly and quarterly financial planning processes, including the preparation and presentation of financial reports, variance analysis, and KPIs for senior leadership and stakeholders
• Collaborate with the Accounting team to ensure accurate and timely financial reporting

Preferred Qualifications

Experience with FP&A tools

Benefits

• Work from home with a global remote-first community
• Flexible PTO and Quarterly Volunteer Days
• Equity Participation
• 100% employer-covered medical, dental, and vision options available to you
• Additional insurance benefits like pet insurance and legal assistance
• Learning & Development Opportunities
• Fidelity Employer Sponsored 401K
• Paid Parental Leave