Manager, FP&A

Summary

Join Shelf's growing finance team as a highly analytical and strategic Manager of Financial Planning and Analysis. You will drive financial planning and analysis activities, including budgeting, forecasting, variance analysis, and financial modeling. This role requires a self-starter with strong attention to detail and collaboration skills. You will develop and maintain financial models, prepare financial statements, provide financial insights, and collaborate with other departments. The position also involves conducting variance analysis, improving financial performance, building financial reporting capabilities, and automating budgeting. You will serve as a central point of contact for various internal and external functions.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 5+ years of experience in financial planning and analysis, preferably in a startup SaaS or technology company
• Strong analytical and problem-solving skills, with the ability to develop financial models and analyze large data sets
• Excellent communication and presentation skills, with the ability to present complex financial information in a clear and concise manner
• Proven ability to collaborate with cross-functional teams and build strong relationships with stakeholders
• Strong organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines
• Strong skills in Excel and other financial analysis tools
• Familiarity with financial reporting systems and ERP software

Responsibilities

• Develop and maintain financial models to support budgeting, forecasting, and long-term planning on a monthly, quarterly and annual basis
• Maintain ARR on a weekly and monthly basis with an eye toward opportunities and areas of concern
• Own investor reporting packages, including project managing other department KPI reporting into those reports
• Prepare and analyze monthly and quarterly financial statements and performance reports, including income statements, balance sheets, and cash flow statements, and provide feedback and visibility to accounting and departments
• Provide financial insights and analysis to support decision-making and strategic planning
• Collaborate with and lead other departments to develop budgets and forecasts, and to track actual results against budgeted expectations
• Conduct variance analysis and identify trends and key drivers of financial performance
• Assist and own key areas of the preparation of presentations for senior management and board of directors
• Identify opportunities to improve financial performance and operational efficiency
• Help build financial reporting capabilities, including dashboards and metrics, to provide actionable insights to various stakeholders
• Automate budgeting by incorporating available off the shelf technologies including AI
• Develop and maintain financial policies and procedures, ensuring compliance with applicable accounting standards and regulations
• Serve as central point of contact for outside bookkeeping, internal Sales, InfoSec, and related functions, and liaison with parties necessary to ensure financial efficiency and controls
• Participate in special projects and ad hoc analysis as needed

Preferred Qualifications

MBA or CPA preferred

Benefits

• Competitive salary: $120,000 - $150,000
• Generous equity grant in the form of company stock options
• Open PTO
• Comprehensive health and wellness packages
• Remote work in the NYC Metro Area with travel to Stamford, CT as needed