Senior Manager, FP&A
Job Overview
Modernize is seeking an upbeat and driven individual to lead FP&A as Manager 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.
RESPONSIBILITIES AND SKILLS
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
Communication
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
Skills Required
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
A kindred spirit which fits the culture well: The finance team at modernize.com 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
Skills Desired
Personal traits which are correlated with success include curiosity, determination, and intellect
Consulting experience a plus
Experience with SQL a plus
Experience with Essbase and/or equivalent budgeting and management reporting tools a plus