Remote Strategic Finance Manager

Summary

Join Qualio's strategic finance team as the first dedicated strategic finance hire, developing and maintaining financial models, enhancing reporting capabilities, and interfacing with senior leadership. The ideal candidate has experience in investment banking, building accurate financial models for SaaS businesses, and working with senior leaders on long-term planning.

Requirements

• 2+ years of investment banking and financial modeling experience
• 3+ years of SaaS industry experience, ideally at a high growth startup, in a financial analyst role
• Outstanding skills in developing complex financial models based on well-defined assumptions
• Thorough understanding software industry metrics (bookings, pipeline, ARR, MRR, retention rate, churn, CAC, LTV, etc)
• Experience using ERPs (QuickBooks, NetSuite, Intaact, etc.), EPMs (Anaplan, Adaptive, etc.) and CRM (Salesforce) is a plus

Responsibilities

• Drive financial model development by working closely with the VP of finance, the SLT and other stakeholders, and own the ongoing maintenance of the model
• Contribute to the annual budgeting process and rolling forecast refreshes including top of funnel, ARR and revenue forecasting
• Provide functional support on expense and headcount planning to budget owners across the organization
• Update and maintain top and bottom-line forecasts for SaaS bookings, revenue, billings and collections and assist in driving better visibility into all aspects of the forecast model
• Partner closely with key business stakeholders to understand the drivers of the business and perform ad-hoc financial analysis
• Responsible for updating monthly and quarterly variance reporting packages as well as monthly reporting for investors
• Create presentations/dashboards to provide leadership teams with actionable insights including utilizing BI tools such as Looker
• Work extensively with the Finance, Accounting and Revenue Operations Teams to ensure seamless and consistent data by creating and maintaining policies and procedures, including driving awareness of and adherence to Finance policies
• Contribute to initiatives to standardize, automate and scale the finance and forecasting stack as needed to meet the changing needs of our rapidly scaling SaaS business
• Assist with tracking of commissions plans and mechanics

Benefits

• Competitive salary
• Matching 401k
• Medical, Dental, and Vision Benefits
• Dependent & Health FSA, Short/Long Term Disability, Basic & Voluntary Life Insurance
• Unlimited PTO policy
• Company allowance for home office supplies
• 12 weeks paid parental leave