FP&A Associate

The Role

ZenBusiness seeks a Junior or Senior Analyst, Corporate FP&A to support our organization and work closely with our Director of Finance to help our company scale and grow. The ideal candidate will be someone with Wall St experience focused on the SaaS sector, eager to work hard and think outside of the box, applying their background and skills to being an operator in a fast-moving and rapidly growing company. The role is positioned to foster meaningful career growth, allow a high degree of collaboration across multiple departments, and provide exposure to decision-making at the highest levels of the company. 

This position is a fully remote role and will report to the VP of Finance.

Responsibilities

• Assist in formulating the company’s future direction by providing input on the company’s business plan, financial strategies, budgeting, forecasting, and analysis
• Be a strong business partner by leading with data to influence the direction of the company, inform leadership, and support the Finance team
• Heavy emphasis on financial modeling and planning 
• Forecasts, monthly results of business performance, actuals vs plan deep dives, competitor analysis, etc.
• Develop and execute short- and long-range financial initiatives as a strategic leader
• Increase revenue visibility and predictability across the entire company
• Heavy emphasis on data analysis
• Produce KPI reporting and root cause trends in KPIs, working collaboratively with the Data team in building infrastructure to enable timely results and monthly reporting.
• Assist in developing the company’s metrics and disclosures to use with external audiences (investors, Board members)
• Track and manage efficiency metrics, including CAC, CAC payback, sales funnel performance, LTV, and contribution margins.
• Evaluate existing business processes and provide recommendations for improvement and efficiency
• Support ad hoc projects as needed, including but not limited to quarterly board materials and scenario modeling, and partner with corporate development in acquisition modeling

Qualifications

• Higher education degree that is equivalent to a US Bachelor’s degree in accounting or finance
• 2–5 years experience in investment banking, private equity, and/or equity research
• Financial Modeling with a focus on the SaaS category: the ability to build bottoms-up financial models to plan, measure and forecast the business. Models are accurate and conform to best practices (formatting, flexibility, layout, etc.)
• Experience with IPO readiness, and/or equity or private equity raising
• Strong ability to distill complex conclusions and concepts into easily digestible takeaways
• Continuous improvement attitude; ability to seek out and implement internal or external best practices
• A deep sense of curiosity: look for trends and patterns others miss, seek to understand data points others may be neglecting, unearth insights into the business by tying various work streams and data points together, and educate the team and senior executives on your findings
• Team player: this role will interact with multiple finance team members and departments throughout the company
• Ready and eager to build processes, systems, and analyses from scratch
• Experience operating with a high degree of autonomy

Bonus Qualifications

• Chartered Financial Analyst (CFA) or MBA
• Direct SQL experience
• Proficiency in and experience with macOS and G-Workspace (particularly Google Sheets) 
• Experience with Salesforce and Sage Intacct is a plus