FP&A Senior Manager at Modernize

| Austin
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Modernize is seeking an upbeat and driven individual to lead FP&A as Manager [Director] of FP&A. This individual will work with the CFO and executive leaders across the organization focusing on financial planning, forecasting, process improvement, revenue optimization, business intelligence, and ad hoc reporting among other things. This position will report directly to the CFO and be a key member of the finance team writ large.

What you'll do:

Strategy, Planning and Forecasting

  • Project manage the strategic planning process as well as participate in the process as a thought leader and prepare related presentations which articulate the strategy
  • Lead annual budget process and periodic (e.g., quarterly) forecasting
  • Develop and enhance financial models to improve forecasting accuracy and deep understanding of financial levers
  • Develop thorough understanding of interdependencies of all P&L line items and profitability drivers


  • Prepare and present cogent analysis, written and verbal, to executives and the organization writ large
  • Organize thoughts, ideas, and data into presentation format which maximizes clarity and alignment
  • Build trust and cooperation with a soothing communication style

Process improvement

  • Continuously improve and streamline the financial management processes including monthly reporting, automation of data feeds the GL and BI systems
  • Parameterize financial models to improve cycle times and simultaneously reduce risk of errors
  • Develop data visualization tools which enable complex data to be assimilated and communicated effectively

Data mining/business intelligence

  • Ability to work with large amounts of data to drive meaningful insights, SQL and/or database experience is a significant plus
  • Collaborate with functional leaders across the organization (marketing, engineering, sales) to understand their objectives and KPIs; Facilitate achievement of KPIs as a thought leader
  • Provide internal and external “customers” with timely and accurate ad hoc analysis
  • Lead preparation of performance reviews for Board of Directors and executives
  • Monitor and review system reports and dashboards for completeness and accuracy
  • Analyze financial statements and perform variance analyses

Must Have:

  • Five or more years of experience in financial planning & analysis, business analysis or equivalent experience in consulting
  • Experience preparing and presenting monthly performance reviews and board of director materials
  • High level of critical thinking to formulate business issues into analytical problems and devise actionable solutions
  • Data mining and SQL proficiency
  • A kindred spirit which fits the culture well: The finance team at Modernize are proud of their work-life balance as well as the “no-ego-authentic-relationships” which keep the team strong and make work enjoyable
  • Robust communication, interpersonal, presentation, and organizational skills
  • Strong level of financial and business acumen to be able to drive results for breadth of initiatives
  • Must have ability to interact and partner effectively at multiple levels of the organization
  • Expert financial modeling and data driven financial analysis
  • Expert proficiency with Excel, database proficiency a significant plus
  • Bachelor's degree in Finance, Accounting, Business, quantitative field or related discipline
  • Ability to independently manage processes and work with ambiguity
  • Self-starter, organized, and strong multi-tasking skills.
  • Process-improvement oriented with ability to quickly learn new technology in a fast-paced, ever changing environment

Nice To Have:

  • Personal traits which are correlated with success include curiosity, determination, and intellect
  • Consulting experience a plus
  • Experience with Essbase and/or equivalent budgeting and management reporting tools a plus

Modernize is an equal opportunity employer and we value diversity at our company. We don't discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavascriptLanguages
    • PHPLanguages
    • PythonLanguages
    • HTMLLanguages
    • CSSLanguages
    • SASSLanguages
    • jQueryLibraries
    • PreactLibraries
    • VueJSLibraries
    • HadoopFrameworks
    • LaravelFrameworks
    • MySQLDatabases
    • Google AnalyticsAnalytics
    • AxureDesign
    • IllustratorDesign
    • InVisionDesign
    • PhotoshopDesign
    • SketchDesign
    • AsanaManagement
    • ConfluenceManagement
    • JIRAManagement
    • SmartsheetManagement
    • TrelloManagement
    • WordpressCMS
    • SalesforceCRM
    • EloquaEmail
    • MarketoLead Gen


We are located in the heart of downtown Austin, right up the street from the capital with a rooftop patio overlooking Congress Ave.

An Insider's view of Modernize

What's something quirky about your company?

One of our core values is "Authentic, fun, and a little weird". Our employees here at Modernize are celebrated for their diverse backgrounds and experiences that make them each uniquely valuable to our company as a whole.

Carol Sebag

Manager of People Operations

What does your typical day look like?

Getting the opportunity to work on strategic projects and build projects from scratch. It's always really exciting when your executive team puts that level of faith in you to work a project from nothing to something very impactful to the business.

Ryan DuCharme

Enterprise Sales Director

How has your career grown since starting at the company?

Modernize gives all employees an opportunity to develop and grow at a pace that suits them while encouraging us to design our own path. I was hired as an Account Manager and showed interest in wanting to learn more on the marketing side, so they created a role for me and helped with the transition. A year later I couldn't be happier.

Barry James

Email Marketing Associate

How do you make yourself accessible to the rest of the team?

I foster an open environment where both problems and solutions can be openly discussed. I embrace a management philosophy called Radical Candor which encourages the team to care personally and challenge directly. By putting Radical Candor at the forefront of our team culture, we bypass non-productive behavior while focusing on growing Modernize.

Alan Godfrey

EVP Corporate Development/Customer Success

What’s the vibe like in the office?

It’s easy to cite that Modernize is stellar for our puppy policy, catered lunches, and unlimited PTO, but it is our culture that truly sets Modernize apart. Employees are thoughtfully set up to thrive and grow in our creative, collaborative, quirky community.

Cassie Morien

Senior Content Strategist

What are Modernize Perks + Benefits

Modernize Benefits Overview

The Modernize family is aware of just how much value each of our employees brings to our company. Because of this, we want to take care of our employees in return. We offer a plethora of perks and benefits to not only ensure our employees feel taken care of but also to create a fun and dynamic work environment that keeps them excited to come to work every day!

Volunteer in local community
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Health Insurance & Wellness Benefits
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Wellness Programs
Team workouts
Retirement & Stock Options Benefits
Performance Bonus
Child Care & Parental Leave Benefits
Flexible Work Schedule
Family Medical Leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Eligible employees get 4 weeks of paid sabbatical after their first 10 years of working at the company.
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Free Daily Meals
Catered lunches 3 times/week
Game Room
Stocked Kitchen
Some Meals Provided
Happy Hours
$100 tax free monthly parking stipend
Pet Friendly
Recreational Clubs
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Acme Co. hosts lunch and learn meetings on occasion.
Cross functional training encouraged
Promote from within
Online course subscriptions available
Customized development tracks

Additional Perks + Benefits

Flexible Open PTO. FREE Food! Kegs on Every Floor. Catered Lunch 3 times/week. Flexible Hours. Company outings & Family Events. Full Shower Facilities. Career Development Focused.

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