Senior FP&A Manager

Summary

Join CaptivateIQ as a Senior FP&A Manager and drive financial planning, delivering insights that guide key decisions. Partner with executive leadership to analyze financial data, build models, and identify growth opportunities. You will leverage expertise in financial analysis, budgeting, and forecasting to influence CaptivateIQ's future. This high-impact role requires strategic financial planning, budgeting and forecasting, performance analysis, stakeholder collaboration, reporting and presentations, and developing and tracking KPIs. The ideal candidate will have a Bachelor's degree, 7+ years of experience in corporate finance/FP&A roles, and expertise in SaaS or B2B subscription models. CaptivateIQ offers competitive benefits, including comprehensive health insurance, flexible vacation days, and professional development opportunities.

Requirements

• Bachelor’s degree in Business, Finance, Accounting, or Economics (or equivalent experience)
• 7+ years of experience in corporate finance/FP&A roles
• Expertise in SaaS or B2B subscription models
• Solid understanding of accounting principles, corporate finance concepts, and fluency in translating between GAAP and non-GAAP financial metrics
• Strong financial modeling skills with Excel/Google Sheets; ability to build models from scratch
• Exceptional communication skills; ability to distill complex data into actionable insights via memos and presentations
• Proven analytical and problem-solving abilities in fast-paced, dynamic environments

Responsibilities

• Shape and refine the company's long-term financial strategy in partnership with executive leadership
• Own the annual budget process, develop detailed forecasts, and monitor performance against goals, providing actionable recommendations
• Analyze financial data to identify trends, assess profitability, and uncover opportunities for operational improvement
• Partner with cross-functional teams (Sales, Marketing, Operations) to align financial strategies with business objectives and understand evolving needs
• Prepare and present comprehensive financial reports to senior leadership, translating complex insights into clear, actionable recommendations
• Develop and track key performance indicators (KPIs) for sales, marketing, and customer experience, creating dashboards to visualize performance (e.g., CAC, CAC payback, Magic Number)
• Analyze market trends and the competitive landscape to drive strategic decision-making and identify growth opportunities

Preferred Qualifications

• Experience partnering with Go-to-Market teams and managing top-line business planning
• Located in a West Coast or Mountain Time timezone

Benefits

• (US-ONLY) 100% of medical, dental, and vision covered including 75% for dependents
• Flexible vacation days and quarterly mental health days so you can recharge
• Enjoy a one-time expense on your 1-year work anniversary (to use for travel, home furnishings, fancy meal)
• One time work from home stipend & annual stipends for professional development and caretaking
• Virtual team lunches to keep you connected
• (US-ONLY) 401k plan to participate in and save towards the future
• Newest Apple products to help you do your best work
• Employee Resource Groups (ERGs) to support and celebrate the shared identities and life experiences of communities within CaptivateIQ. ERGs directly support our company-wide DEI goals as a space for developing and retaining diverse talent
• Equity awards (a new hire grant, along with opportunities for additional awards throughout your tenure)
• Competitive health and wellness benefits
• A commitment to career growth and development