Financial Planning and Analysis Manager
Location: 100% remote – Charlotte, NC preferred
Department: Finance | Employment Type: Full-Time
About the Company
Our client is a rapidly growing, private equity-backed SaaS company entering an exciting phase of expansion. The company seeks its first dedicated finance leader to help build the financial infrastructure necessary to scale.
About the Role
The Head of Finance will be the company's first full-time finance leader and will play a critical role in building and overseeing both the accounting and finance functions. Reporting directly to the CEO and working closely with private equity sponsors, this individual will establish financial processes, improve forecasting and visibility, support strategic decision-making, and help drive value creation across the business. This is a unique opportunity for a highly motivated finance professional who thrives in entrepreneurial environments and is excited by the opportunity to build, influence strategy, and grow alongside the business.
Responsibilities
- Financial Planning & Analysis
- Develop and own annual budgeting, forecasting, and long-range planning processes.
- Create key performance indicator (KPI) dashboards and management reporting packages.
- Analyze revenue, pipeline, customer trends, and business performance to provide actionable insights.
- Partner with sales and marketing leadership on pricing, growth initiatives, and investment decisions.
- Improve forward-looking visibility into revenue, cash flow, and operating performance.
- Accounting & Financial Operations
- Oversee the monthly close process and ensure accurate financial reporting.
- Manage general accounting, financial statements, and cash management activities.
- Establish scalable accounting policies, controls, and financial processes.
- Support billing, collections, and working capital management.
- Coordinate with external accounting and finance consultants as needed.
- Strategic Business Partnership
- Serve as a trusted advisor to the CEO and leadership team.
- Support board reporting and private equity sponsor communications.
- Assist with strategic initiatives, growth planning, and operational decision-making.
- Evaluate business opportunities and provide financial analysis to support company objectives.
Requirements
- Bachelor's degree in Accounting, Finance, or related field.
- 5-7 years of progressive accounting and finance experience.
- Strong foundation in accounting principles and financial reporting.
- Experience with budgeting, forecasting, financial modeling, and performance analysis.
- Ability to thrive in a fast-paced, entrepreneurial environment.
- Strong communication skills and executive presence.