Strategic Finance Manager

Pipe17
US - California - San Francisco
January 16, 2025
Financial

Job Summary: The Finance and Revenue Operations Manager will oversee all financial and revenue operations activities, integrating development, sales, marketing, and customer success to drive sustainable growth. The ideal candidate will possess a blend of financial expertise, data-driven decision-making skills, and a deep understanding of operational optimization.

Key Responsibilities:

Strategy and Planning

Revenue Forecasting: Develop accurate revenue forecasts based on historical data and market trends.
Go-to-Market Strategy: Collaborate with leadership to develop and refine the go-to-market strategy.
Performance Optimization: Continuously analyze and improve the efficiency of revenue-generating processes.

Budgeting, Forecasting, and Reporting

Collaborate with leaders in Engineering and G&A to develop budgets, forecasts, and KPIs.
Support decision-making with business judgment and financial insights to align resource allocation with company goals.
Monitor monthly results, analyzing variances and identifying risks and opportunities.
Provide financial updates and variance analyses to the executive team and Board of Directors.

Financial Modeling and Operations

FP&A: Manage the annual budget, forecast updates, and variance analysis.
Accounting: Oversee general ledger, AP/AR, payroll, and account reconciliation.
Financial Reporting: Prepare monthly, quarterly, and annual financial and tax reports.
Enhance financial models, incorporating them into a comprehensive 3-statement model (P&L, Balance Sheet, Cash Flow Statement).
Cash & Treasury Management: Monitor cash flow and manage liquidity.
Cost Management: Control costs to enhance profitability.
Deliver critical insights through these models to inform investment decisions.

Financial Analysis

Lead projects focused on ROI-based resource allocation, operational efficiency, and capital initiatives.
Create business cases to implement capital efficiency projects, adapting quickly to various tasks as part of a lean finance team.

Financial Processes

Assist in scaling the company's financial infrastructure as we grow, implementing scalable tools and processes.
Systems & Technology: Align finance systems with business needs, optimizing the quote-to-cash process.
Data Analytics: Maintain data accuracy and define KPIs for development, sales, marketing, and customer success.
Compensation Strategy: Develop sales compensation plans.
Strategic Planning: Support go-to-market strategy, revenue forecasting, and performance optimization.
Drive a culture of accountability through process enhancements.

Corporate Development

Participate in fundraising, corporate development, and partnership analysis, working collaboratively across teams to support growth.

About You:

Consistent Track Record of Excellence: You have an MBA and 2-4 years experience in venture capital, private equity or Investment banking.
SaaS experience: you understand subscription revenue models deeply.
Exceptional Problem-Solving & Analytical Skills: You can dive into complex issues, derive accurate insights, and make actionable recommendations.
Outstanding Communication & Relationship-Building Skills: You convey complex analyses with clarity, whether in formal presentations or emails to stakeholders. You understand that numbers matter, but relationships are key.
Growth Mindset: With intellectual curiosity and a drive to learn, you're dedicated to growing professionally and personally every day.
Bias for Action: You take accountability and ownership, work resourcefully with minimal supervision, and focus on solutions in a fast-paced environment.
Strong Work Ethic: You balance speed and accuracy, committed to quality in every task.
Consummate Team Player: You are humble, coachable, and collaborative, always acting in the company's best interest.
Advanced Data Analytics Skills: You excel in extracting, cleaning, analyzing, visualizing, and presenting data to provide insights and simplify complex information.
Deep desire to join a dynamic and fast-moving environment of a startup.

Qualifications:

Bachelor's degree in Finance, Accounting, Business Administration, or a related field; MBA or CPA preferred.
Proven track record in financial planning, operational optimization, and cross-functional leadership.
Expertise in financial software, CRM systems, marketing automation tools, and data analytics.
Strong strategic and tactical decision-making abilities and effective presentation skills.

Bonus Points:

Experience working in a fast-growing technology company.
Experience in fundraising at a technology company.
Experience working with Quickbooks.

Read the full job description and apply online on the recuiter's web-site

Related Job Postings

Physical Therapy Assistant

AccentCare Inc

US - CA - CA - Petaluma
January 18, 2025

Overview: • $5,000 Bonus • Territory: Solano & Napa Counties (Vacaville, Fairfield, Vallejo, Napa) Find Your Passion and Purpose as a Home Health Licensed Physical Therapy Assistant Reimagine Your Career in Home Health As a medical professional, you know that what you do impacts you as much as your...