Description
Job Summary: The Strategic Finance Manager will oversee all financial activities and integrate sales, marketing, and customer success operations to maximize revenue efficiency. This role requires a strategic thinker with a strong background in finance, data analytics, and process optimization.
Key Responsibilities:
Financial Planning and Analysis (FP&A)
- Budget: Develop, manage, and monitor the annual budget to align with company goals.
- Forecasting: Regularly update financial forecasts based on actual performance and changing market conditions.
- Variance Analysis: Compare actual financial performance against budgeted figures and analyze reasons for variances.
Accounting and Bookkeeping
- General Ledger Maintenance: Maintain accurate and up-to-date general ledger records for all financial transactions.
- Accounts Payable and Receivable: Manage incoming and outgoing payments.
- Payroll Processing: Ensure employees are paid accurately and on time.
- Reconciliation: Regularly reconcile bank statements and other financial records.
Financial Reporting
- Financial Statements: Prepare monthly, quarterly, and annual income statements, balance sheets, and cash flow statements.
- Management Reports: Create detailed reports for internal stakeholders to aid in decision-making.
- Tax Compliance: Oversee and ensure timely, accurate filing of all required tax returns, adhering to local and federal regulations.
Cash Management
- Cash Flow Monitoring: Track the company's cash position to ensure it can meet its obligations.
- Treasury Management: Manage short-term investments and credit lines to optimize liquidity.
Cost Management
- Cost Accounting: Analyze and control costs to improve profitability.
- Expense Management: Monitor and control operational expenses.
Systems and Technology
- Financial Systems: Ensure systems are aligned with the business needs.
- Financial Software: Utilize accounting and financial management software to streamline operations.
- Quote to Cash Process: Streamline and optimize the quote-to-cash process, ensuring alignment with financial and operational systems.
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.
Data Management and Analytics
- Centralized Data Repository: Create a single source of truth for all customer and revenue data.
- Data Quality Management: Ensure data accuracy and completeness across systems.
- Performance Metrics: Define and track key performance indicators (KPIs) for sales, marketing, and customer success.
- Revenue Analytics: Analyze revenue trends, pipeline performance, and customer lifecycle metrics to inform decision-making.
Compensation Plans
- Develop and manage compensation plans for sales teams.
Reporting and Dashboards
- Executive Dashboards: Create dashboards for real-time visibility into revenue performance and key metrics.
- Operational Reports: Generate regular reports for sales, marketing, and customer success teams to track performance and identify areas for improvement.
- Board Reporting: Provide comprehensive revenue and performance reports to the board of directors.
Qualifications:
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field. MBA or CPA preferred.
- Minimum of 7-10 years of experience in finance and/or revenue operations, preferably in a high-growth startup environment.
- Strong analytical and strategic thinking skills with a proven track record of financial planning and process optimization.
- Proficiency in financial software (e.g., QuickBooks, NetSuite), CRM systems (e.g., Salesforce), marketing automation tools, and data analytics platforms (e.g., Tableau, Looker).
- Excellent communication and interpersonal skills, with the ability to work effectively with cross-functional teams.
- Strong leadership and project management skills, with the ability to drive initiatives from concept to execution.
