Senior Finance Manager

Summary

Join Olo, a leading SaaS platform in the restaurant industry, as a Sr. Finance Manager - GTM. This role involves partnering with GTM leaders to manage investments, optimize P&Ls, and drive revenue. You will be responsible for managing Olo’s revenue forecast model, collaborating with cross-functional teams, and creating ad-hoc analyses to support business strategy. The position requires strong analytical skills, experience in finance and strategic planning, and proficiency in financial modeling software. Remote work is available, and Olo offers a comprehensive benefits package.

Requirements

• Bachelor's Degree in Business, Finance, or Accounting (CFA a plus) or equivalent experience
• 8+ years of progressive experience in finance, strategic planning, investment banking, or related fields.  FP&A function experience is strongly preferred
• Excellent communication and interpersonal skills with a demonstrated ability to work in a fast-paced and dynamic environment
• Strong leadership and mentorship skills
• Highly proficient in financial analysis and model building
• Highly proficient in Excel, Powerpoint, Google Sheets/Slides

Responsibilities

• Operate as FP&A’s strategic thought partner to Go-To-Market (Sales, CX, Partner Ecosystem, Marketing) leadership, gathering insights into future revenue and product monetization opportunities by incorporating inputs into what-if scenarios/ad hoc analyses
• Collaborate with other FP&A, GTM Analytics, and Strategy partners to maintain and improve revenue forecast models, capturing all variables that can potentially impact revenue such as implementation timing, order volumes, upsells, churn, etc
• Evaluate GTM investments and derivative metrics to form data driven perspectives and propose P&L optimizing actions, and simplify and articulate narratives that outline easy to digest capital allocation strategies across wage and non-wage investments
• Investigate and communicate variances between Actuals and Forecast, while highlighting trends and potential risks and opportunities for Olo, then share findings with the CFO, Investor Relations, and other key stakeholders
• Support annual planning, budget, and forecast cycles with respect to Product planning
• Be a subject matter expert on customer acquisition/sales funnels and related SaaS performance metrics (LTV, CAC, Net Magic Number etc.), as well as customer engagement dynamics; understand, analyze, and communicate related market & channel trends
• Create ad-hoc analyses to drive business strategy, improve efficiency and maximize ROI alongside a deep, recurring focus on understanding Marketing investments and benefits
• Assist in preparation of materials for Board of Director meetings and internal leadership meetings

Preferred Qualifications

Restaurant or restaurant tech experience

Benefits

• 20 days of paid time off
• 10 separate sick days
• 11 holidays, plus year-end closure
• Health, dental, and vision coverage for yourself and your family
• A 401k match
• Remote-office stipend
• Company equity
• A generous parental leave plan
• Volunteer time off
• Gift matching policy
• Remote work