Financial Planning and Analysis Manager

Summary:

The Manager of Financial Planning and Analysis will lead the annual financial planning process, evaluate and recommend new FP&A software to facilitate that plan and will partner with the operational leaders of the business to ensure we are running the business in a financially sound way.  In executing these duties, the FP&A manager will work closely with the direct finance/accounting team as well as senior leaders and department heads outside of finance.  This is a highly analytical role that requires excellent modeling and analytical skills but the ideal candidate will also be a great communicator and partner.  

Essential Duties and Responsibilities:

• Lead the financial planning, reporting and analysis process for the organization, with a focus on annual plan creation, location by location analysis and scenario forecasting
• Establish and support the monthly planning/review process and work with operational leaders to ensure the business is operating within plan
• Drive the development of a standardized financial planning and analytical framework to enable accurate, timely, well informed decision support to optimize the business outcome with a focus on gross profit and department by department optimization.
• Provide advanced reporting and analytics to management with appropriate variance analysis against key parameters.
• Partner with the BI team as well as key leaders in the business to develop weekly financial dashboards and analytics on location specific performance that will allow our operational leaders to make weekly financial decisions as we expand the business
• Work with our billing team to develop and support SaaS based ARR schedules that calculate TTM gross and net retention metrics at the customer level.
• Actively contribute to the preparation of executive presentations, monthly/quarterly business reviews and board level presentations/analysis.
• Work with our outside investors accounting/finance teams to ensure they have all the quarterly and annual financial information they need for their reporting cycles
• Evaluate and participate in the selection of new FP&A software tools that will be implemented in 2022 to facilitate the annual planning process.
• Continuously drive improvement in financial planning and reporting processes, maximizing the use of information systems and new technologies/tools.
• Work on special projects as assigned.

Experience and Qualifications:  

• 5-years or more of progressive financial analysis, budget and forecasting responsibilities.
• The ideal candidate will have strong leadership and finance partnering skills, will know how to communicate complicated financial concepts to both senior and junior level team members and be a hands-on finance professional who will own the financial model and communicate the outputs to senior management, investors, and the board.
• Significant experience with financial planning processes, including the ability to create complicated excel models and use Tableau/Looker to create trend analysis
• Excellent business acumen, solid understanding of key performance drivers and metrics
• Strong financial modeling and analytical skills
• The ability to operate independently with minimal direction, while at the same time keeping senior management informed will be a major key to success
• Strong written and verbal communication skills
• Strong experience in PowerPoint, Excel, and other tools. Experience with BI tools and predictive analytics highly desired.
• Initially this will be a team of one, reporting to the CFO, but continued company growth will lead to team expansion.
• Attention to detail with both quality and consistency of outputs are must have skills.

Personal Characteristics:

• Analytical and strategic thinker who can build a robust financial model
• Results-oriented team player
• Structured, with strong multi-tasking and prioritization skills
• Strong and confident presence solid presenter
• Continuous learner, creative catalyst for change
• Strong consulting and influential skills
• Have the upmost integrity and professionalism with confidential material.

Education:

• Bachelor’s degree required
• MBA strongly preferred
• Accounting/CPA background a plus
• Advanced skills in MS Office, strong Excel and PowerPoint
• Comfortable using Google suite (docs, sheets, slides, Gmail)
• Comfortable using other technologies and app’s

At Fetch, we are always looking for awesome people to join our growing team. If you think you’re the right fit for this position, apply today. We’d love to hear from you!

Fetch is an equal opportunity employer, all applicants will be considered without discrimination on the basis of race, religion, national origin, age, sex, marital status, disabilities, gender identity or expression, sexual orientation, veteran status or any other characteristics protected by law.