KBW Financial Staffing & Recruiting

Senior Manager, Financial Planning and Analysis

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Matt Medeiros

Matt Medeiros

Senior Recruiting Manager at KBW Financial Staffing & Recruiting

Privately-held SaaS company is seeking a Senior Manager, FP&A to add to their growing team. This position is very hands-on, will work closely with the c-suite, and lead FP&A oversight including budgeting, long-range forecasts, KPI reporting, revenue, market analysis, etc. We are seeking candidates with 7+ years of experience, ideally coming out of a software / SaaS environment.

Responsibilities

  • Lead FP&A activity including budgeting, forecasting, and reporting
  • Partner closely with various business segments including Sales & Marketing, IT, Business Development, etc.
  • Create financial models and KPI dashboards to report on operational metrics
  • Identify areas of inefficiency and collaborate with leadership on creative solutions
  • Additional ad hoc projects with c-level

Qualifications

  • Bachelor's degree in Finance, Accounting, or Business
  • MBA and/or CFA is a plus, but not required
  • 7+ years of experience, ideally with some in a Software / SaaS environment
  • Detail oriented with strong communication skills

  • Seniority level

    Mid-Senior level
  • Employment type

    Full-time
  • Job function

    Finance and Sales
  • Industries

    Staffing and Recruiting

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