Datacor is hiring a
Senior Lead

Summary

Join Datacor, the leading provider of software solutions for process manufacturing, as a Senior Lead, FP&A to guide decision-making and drive company growth through financial analysis.

Requirements

• A Bachelor’s Degree in Accounting or Finance
• 5-10 years of experience in a financial analyst role
• SaaS / Software industry experience
• Experience with tracking and analyzing KPIs, budgeting, forecasting and financial planning
• Strong analytical skills and the ability to develop and maintain financial models
• Excellent communication and interpersonal skills, with the ability to interpret, distill, and present financial information to non-financial stakeholders
• Advanced working knowledge of excel and financial reporting tools
• Strong knowledge of GAAP and accounting
• Unyielding ethical standards and integrity
• Excellent organizational and analytical skills, with the ability to think creatively
• High attention to detail and accuracy
• Proven track-record of working collaboratively and effectively with cross-functional teams in a high-growth environment
• Experience in a private equity environment
• Previous leadership experience preferred

Responsibilities

• Support the development and management of the budgeting process
• Prepare rolling financial forecasts segmented by product groups, business divisions, and business functions
• Establish, monitor, and analyze SaaS and financial KPIs and identify trends to provide actionable insights for the business
• Develop and own the forecasting, reporting, and analysis of companywide ARR
• Prepare analyses of companywide ARR movement and develop insights into changes in ARR including new customers, product add-ons, product cross-sales, contraction, and customer churn
• Calculate and track various KPIs including retention metrics, customer acquisition cost, and value metrics
• Prepare rolling company-wide cash forecasts
• Prepare mid to long-term growth and strategic financial plans
• Assist in the preparation of budgeted GAAP income statements, balance sheets, and statements of cashflows
• Perform variance analyses on cash and financial budgets and forecasts to actual results and identify the root causes of such variances
• Provide insight and commentary to management on KPIs and financial results
• Produce and compile financial reports and metrics to be used in content delivered to the board of directors and executive leadership
• Perform margin and profitability analyses on product groups and business divisions
• Assist in company-wide headcount planning in conjunction with the company’s strategic plans and financial budgets
• Collaborate across multiple business functions to deliver accurate financial forecasting, budgeting, and business insights
• Partner with the CFO and Controller to develop scalable tools and models to enhance the efficiency and accuracy of tracking financial results, forecasts, and KPIs
• Assist with special projects including M&A activities and ad hoc financial analyses and modeling requests
• Monitor internal and external industry trends to identify circumstances that may affect the business and internal forecasting
• Build and lead the future FP&A team at Datacor