We're looking for a passionate and analytically minded professional to join Fexa’s Finance team as our first Strategic Finance leader to support the growth of our multi-product SAAS platform.
You will be the founding member of the Strategic Finance team which will be responsible for (1) Financial Planning & Analysis (FP&A) and (2) for driving strategy and analytics to support the GTM team and the company‘s key strategic initiatives. This high impact, highly visible role sits in the Finance org reporting to the CFO. You will set the foundation of the FP&A organization and develop the processes and systems for financial planning, forecasting and budgeting which will enable the Company to scale. You will drive strategic decision-making by improving visibility into business performance and leveraging data-driven insights to shape GTM strategy. This role is expected to grow and expand in responsibility at a rapid pace as the company grows.
The Finance org at Fexa is a tight-knit team spanning Accounting, Finance and Revenue Operations and has an outsized cross-functional impact and ownership. The ideal candidate will not only have excellent technical skills but also strong interpersonal skills and the ability to influence and present to all levels of the organization.
Duties & Essential Job Functions
Be a strategic and analytical partner to Accounting, Finance & Revenue Operations
Build the FP&A function from the ground up and oversee the Company’s budgeting and forecasting process
Define and report on the key business metrics (including SAAS metrics), proactively analyze business trends and identify opportunities to improve financial performance (eg. revenue optimization, pricing strategy, cost efficiency, and margin improvement)
Establish top-line performance metrics and targets, analyze and report realized financial performance vs. budget to Company leadership and drive accountability for results
Provide the executive team with strategic financial guidance and insights to by quantifying the financial implications of key decisions (eg. resource investments, spend allocation, business planning, etc.)
Oversee creation of monthly and quarterly board materials and business performance reviews
Drive revenue/GTM analytics across Sales/Customer Success & Marketing in collaboration with our Head of Revenue Operations
Operationalize and lead the company through long-term (multi-year) and short-term (annually or semi-annually) planning processes.
Lead ad-hoc strategic projects like pricing/packaging strategy, M&A due diligence, and business case/opportunity sizing for new market/new product exploration.
Qualifications
4-5+ years of relevant experience in investment banking, private equity, strategic finance, or related fields
Experience and passion for high-growth SaaS and/or enterprise software business models and collaborating with SaaS sales teams
Extreme sense of ownership, intellectual curiosity and an ability to think creatively and critically and thrive in a fast-paced, dynamic, and often ambiguous work environment
Experience problem-solving independently, organizing workload and priorities, and completing tasks on time
Strong interpersonal and communication skills, with the capability to navigate cross-functional collaborations effectively and influence company executives.
Advanced financial modeling techniques and abilities with a deep understanding of best financial modeling practices (you should be prepared for a financial model case study)
Demonstrated ability to build processes from scratch
Exceptional analytical skills and the ability to synthesize complex financial information into clear, concise reports
Attention to detail and accuracy is must but an equally important ability to see the big picture and evaluate analyses with strategic business context
Degree in Finance, Accounting, Economics or Business Administration
Experience and proficiency in Intacct is a plus but not required
Understanding the principles of GAAP and GAAP financial statements
Physical Requirements & Work Environments
While performing the duties of this job, the employee is regularly required to stand, walk, sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. On occasion, the employee must be able to lift 35 lbs. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Seniority level
Director
Employment type
Full-time
Job function
Finance and Sales
Industries
Software Development
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