Senior Finance Manager

Summary

Join CapIntel as a Senior Finance Manager and drive financial strategy, decision-making, and performance across the business. You will work closely with leaders to deliver insights, build strategic models, and ensure alignment with financial goals. This high-impact role requires strong financial planning experience, analytical skills, and a collaborative approach. You will evaluate growth opportunities, monitor performance, and help make data-informed decisions as the company scales. The position involves owning company-wide financial planning and forecasting, collaborating with stakeholders on SaaS performance metrics, and partnering with department leaders for financial guidance and performance tracking. You will also drive executive and investor reporting, providing timely and actionable information.

Requirements

• 6+ years of experience in FP&A, investment banking, or corporate finance, with at least 3 years in a high growth SaaS environment
• Deep understanding of SaaS operating metrics with experience applying them to drive strategic decisions
• Proven ability to partner with Leadership team to drive alignment, instill accountability, and optimize performance
• Hands-on experience with building and owning company-wide financial modelling, forecasting, and scenario analysis processes
• Proficient with Excel, FP&A tools (Pigment, Adaptive, etc), and Accounting tools (Xero, QuickBooks, NetSuite, etc)
• Excellent business judgment and storytelling skills; ability to communicate insights clearly to both technical and non-technical stakeholders
• Comfort working in high growth environments and having to operate in ambiguity

Responsibilities

• Own the company-wide financial Planning and Forecasting initiatives; Annual Planning process, monthly BvA meetings, Short Term vs Long Term scenarios
• Develop an understanding of CapIntel's go-to-market model, including various partner/channel motions, and translate this into operational and financial information to monitor the health of the business
• Collaborate with key stakeholders to understand and action upon SaaS performance metrics (CAC Payback, NRR, GRR, Rule of 40, etc)
• Collaborate with Accounting on monthly close to ensure timely and accurate reporting and analysis of results
• Partner with all department leaders to provide financial guidance, resource allocation support, and performance tracking
• Drive Executive reporting and provide timely, insightful and actionable information to enable data-driven decision-making
• Drive board and investor reporting, including monthly/quarterly financial packages, KPI dashboards, and variance analyses