Strategic Finance Manager

Summary

Join Pipe17 as a Strategic Finance Manager and oversee all financial activities, integrating sales, marketing, and customer success operations to maximize revenue efficiency. This strategic role demands a strong background in finance, data analytics, and process optimization. You will be responsible for financial planning and analysis, accounting and bookkeeping, financial reporting, cash management, cost management, systems and technology, strategy and planning, data management and analytics, compensation plans, and reporting and dashboards. The ideal candidate possesses a Bachelor's degree in a related field, 7-10 years of relevant experience, and strong analytical and communication skills. Pipe17 offers a competitive salary, excellent healthcare benefits, a retirement plan, flexible equipment choices, and an unlimited vacation policy.

Requirements

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field
• Minimum of 7-10 years of experience in finance and/or revenue operations, preferably in a high-growth startup environment
• Strong analytical and strategic thinking skills with a proven track record of financial planning and process optimization
• Proficiency in financial software (e.g., QuickBooks, NetSuite), CRM systems (e.g., Salesforce), marketing automation tools, and data analytics platforms (e.g., Tableau, Looker)
• Excellent communication and interpersonal skills, with the ability to work effectively with cross-functional teams
• Strong leadership and project management skills, with the ability to drive initiatives from concept to execution

Responsibilities

• Develop, manage, and monitor the annual budget to align with company goals
• Regularly update financial forecasts based on actual performance and changing market conditions
• Compare actual financial performance against budgeted figures and analyze reasons for variances
• Maintain accurate and up-to-date general ledger records for all financial transactions
• Manage incoming and outgoing payments
• Ensure employees are paid accurately and on time
• Regularly reconcile bank statements and other financial records
• Prepare monthly, quarterly, and annual income statements, balance sheets, and cash flow statements
• Create detailed reports for internal stakeholders to aid in decision-making
• Oversee and ensure timely, accurate filing of all required tax returns, adhering to local and federal regulations
• Track the company's cash position to ensure it can meet its obligations
• Manage short-term investments and credit lines to optimize liquidity
• Analyze and control costs to improve profitability
• Monitor and control operational expenses
• Ensure systems are aligned with the business needs
• Utilize accounting and financial management software to streamline operations
• Streamline and optimize the quote-to-cash process, ensuring alignment with financial and operational systems
• Develop accurate revenue forecasts based on historical data and market trends
• Collaborate with leadership to develop and refine the go-to-market strategy
• Continuously analyze and improve the efficiency of revenue-generating processes
• Create a single source of truth for all customer and revenue data
• Ensure data accuracy and completeness across systems
• Define and track key performance indicators (KPIs) for sales, marketing, and customer success
• Analyze revenue trends, pipeline performance, and customer lifecycle metrics to inform decision-making
• Develop and manage compensation plans for sales teams
• Create dashboards for real-time visibility into revenue performance and key metrics
• Generate regular reports for sales, marketing, and customer success teams to track performance and identify areas for improvement
• Provide comprehensive revenue and performance reports to the board of directors

Preferred Qualifications

MBA or CPA

Benefits

• Competitive salary
• Great healthcare + dental + vision coverage
• Retirement plan
• Pick your own equipment. We'll set you up with whatever Apple laptop + monitor combo you want plus any software you need
• Unlimited vacation policy. Plus we require you to take at least 2 weeks off each year. We see most employees take 4 weeks off per year. This isn't a vague policy where unlimited vacation means no vacation