Manager, FP&A

Summary

Join BlueCat, a leader in Intelligent Network Operations, and contribute to our award-winning culture. As a key member of our team, you will partner with Sales, Marketing, Professional Services, and Customer Success teams, providing financial support and analysis. Your responsibilities will include revenue forecasting, sales performance analysis, marketing spend analysis, and project profitability analysis. You will also develop and track key performance indicators (KPIs) and provide actionable insights to senior leadership. BlueCat offers a comprehensive benefits package and a vibrant workplace where your talent and dedication can thrive. We are committed to inclusion and diversity and offer a range of appealing perks.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• At least 5 years of experience in corporate finance, FP&A, or business partnering
• Strong understanding of SaaS metrics such as ARR, MRR, churn, CAC, LTV, and customer retention
• Experience working closely with Sales, Marketing, or Customer Success functions, ideally in a SaaS or subscription-based business
• Proficiency in financial modeling, data analysis, and forecasting
• Advanced Excel skills are essential
• Familiarity with financial reporting and planning tools (e.g., Pigment, Tableau- familiarity with other tools such as Adaptive Insights or Hyperion is also a plus) and CRM platforms (e.g., Salesforce)
• Strong communication and interpersonal skills, with the ability to present financial insights to non-financial stakeholders
• Analytical mindset with attention to detail and the ability to work in a fast-paced environment
• Motivation and desire to manage and own mentorship of junior analysts- act as a strong company steward of culture
• Accuracy of revenue forecasts and alignment with Sales and Marketing goals
• Improvement in key SaaS metrics, including churn, LTV, CAC, and customer retention
• Effective cost management and profitability analysis for Professional Services and Customer Success teams
• Ability to provide actionable insights that lead to increased sales performance, optimized marketing spend, and improved customer retention rates

Responsibilities

• Provide financial support and analysis for the Sales organization
• Monitor sales performance, including new bookings, renewals, and upsells
• Analyze key SaaS metrics such as customer acquisition cost (CAC), customer lifetime value (LTV), and churn
• Develop revenue forecasts in collaboration with the Sales and Marketing teams
• Track and report on sales pipeline, bookings, and revenue by product, region, and customer segment
• Assist in the design, implementation, and analysis of sales compensation plans, ensuring they drive desired behaviors and align with financial goals
• Monitor actual sales performance against incentive targets
• Work with the Marketing team to analyze the ROI of marketing campaigns, events, and lead generation efforts
• Track marketing spend against budget and provide insights on optimizing customer acquisition costs and increasing marketing efficiency
• Support the Sales and Marketing teams in evaluating and refining pricing strategies
• Perform financial modeling to assess the impact of pricing changes on revenue and profitability
• Provide financial oversight for the Professional Services team
• Develop forecasts and track performance for services revenue, utilization rates, project margins, and profitability
• Monitor and analyze the profitability of key professional services projects
• Evaluate resource allocation, project costs, and time-to-completion to optimize financial performance
• Work closely with the Professional Services team to analyze labor and project delivery costs
• Identify opportunities to improve efficiency, optimize resource utilization, and increase margins on service delivery
• Ensure proper revenue recognition for professional services in accordance with SaaS-specific accounting standards
• Work with the accounting team to ensure compliance with GAAP/IFRS for services-related revenue streams
• Provide insights into customer retention, churn rates, and upsell/cross-sell opportunities
• Analyze customer lifetime value (LTV) and customer success metrics to support the Customer Success team’s efforts in driving renewal rates and reducing churn
• Partner with Customer Success to forecast customer renewals and subscription upgrades
• Track and analyze renewal rates by customer segment, region, and product line
• Monitor the cost of customer support and success activities, ensuring alignment with customer retention goals
• Analyze the efficiency and effectiveness of Customer Success efforts to optimize customer lifetime value
• Develop and track customer health scorecards to identify at-risk customers and those with high upsell potential
• Provide financial insights to help prioritize customer retention strategies
• Lead and participate in the budgeting and forecasting process for Sales, Marketing, Professional Services, and Customer Success
• Ensure alignment with overall corporate financial goals and provide variance analysis to explain deviations from budget
• Provide ad hoc financial analysis and modeling to support special projects, new product launches, or strategic initiatives within the commercial functions
• Present actionable insights to senior leadership
• Develop and maintain dashboards and key performance indicators (KPIs) for Sales, Marketing, Professional Services, and Customer Success
• Provide regular reports to track performance against key SaaS metrics and identify areas for improvement
• Work closely with the broader finance team, including FP&A and Accounting, to ensure consistency in financial reporting, revenue recognition, and forecasting
• Collaborate with Commercial Operations to streamline reporting, improve sales efficiency, and implement systems that enhance the visibility of key sales metrics
• Utilize financial planning and analysis tools (e.g., Pigment, Tableau) and CRM systems (e.g., Salesforce) to improve financial visibility and accuracy of forecasts

Preferred Qualifications

SaaS industry experience preferred

Benefits

• A Professional Development Budget
• Dedicated Wellness Days and Wellness Week
• A Lifestyle Spending Account
• An Employee Recognition Program