What are the responsibilities and job description for the FP&A Manager position at DISCO?
Your Impact
We are currently searching for a highly motivated FP&A Manager (internally known as FP&A Analyst) to join our growing Finance team. In this critical position, success requires strong analytical skills, great communication and interpersonal skills, as well as an ability to prioritize and execute in a fast-paced business environment. This role will work closely with the broader FP&A team, accounting team, as well as cross functionally to own all workstreams and analysis related to DISCO’s global revenue, across all of DISCO’s products. You will have the opportunity to partner with senior management to inform the growth trajectory of the business and execute strategic projects to optimize revenue-focused investment decisions.
What You'll Do
Revenue Tracking and Forecasting
- Forecast DISCO’s global revenue, set financial goals for Product and Sales teams, and provide regular executive-level reporting to track growth progress
- Drive the analysis for setting the annual revenue budget and quarterly re-forecast
- Own the company revenue model and continually focus on improving forecasting methodologies
- Establish and maintain relationships with a broad base of key stakeholders (including senior management and department leads) to serve as the key finance contact for all revenue related insights
- Perform ad hoc financial modeling and analyses as required
Wall Street Guidance and Reporting
- Collaborate with the CEO and CFO as well as broader FP&A team to establish quarterly and annual Wall Street targets
- Establish and drive a robust methodology for quarterly guidance setting via revenue scenario planning and analysis
- Collaborate cross functionally to understand broad picture related to costs and their impact on growth and cash flow
- Help with quarterly Board reporting and presentations
- Perform other duties and projects related to role as assigned
Strategic Projects
- Drive strategic projects related to revenue analysis, collaborating with the Business Intelligence and Sales & Marketing to help inform investment ROI and hiring decisions
- Partner with Corporate Development to perform financial due diligence and integrate key metrics for future M&A
- Help on other ad-hoc strategic finance and corporate development efforts
Who You Are
- 3 years of applicable experience in Investment Banking, Accounting, Corporate Finance or Management Consulting
- 4-year degree in relevant field with strong academic performance
- Strong understanding of financial statements and accounting
- Highly analytical and strong communication / presentation skills – ability to dive into the details and distil into the salient points for a senior audience
- Advanced skills in building financial and decision support models, along with strong analytical, problem-solving skills
- Advanced MS Excel financial modeling skills and experience
- Strong understanding of SaaS KPIs
- Strong attention to detail and exceptional organizational skills
- Display initiative in anticipating and exceeding the business demands of senior-level business managers
- Must thrive in a fast-paced environment and exhibit the highest personal and professional standards of integrity and ethics
- Self-starter with “can-do” attitude and strong connection to team success
Even Better If You Have
- Bachelor’s degree or higher in Finance, Accounting, or equivalent
- Knowledge of SQL preferred
- Experience with financial planning, ERP and other business systems such as Adaptive Planning, Netsuite, Workday HCM and Salesforce
- Prior experience at a rapidly-growing software company
