FP&A Manager Location: , United StatesDate Posted:Oct 28, 2024 Share: Apply Now (https://cbordcareers.ttcportals.com/jobs/14984803-fp-and-a-manager/apply?tm\_src=0) Save JobSaved Description FP&A Manager Who We Are CBORD and Horizon are the world’s leading providers of integrated technology solutions powering housing, access, foodservice, nutrition, eCommerce, and card systems for K-12 and higher education, acute care, senior living, and business campuses. Our success and growth is directly attributed to our DREAMteam. Our culture is built on integrity, respect for our people, and continuous personal development. We maintain an entrepreneurial spirit, where creativity, innovative problem solving, and learning agility drive our day-to-day actions. What You’ll Be Doing - Overall Job Description We are seeking a detail-oriented and strategic FP&A Manager to join our dynamic SaaS company. The ideal candidate will have exceptional analytical skills, experience in financial planning and analysis, and the ability to translate complex data into actionable insights. This role will support our financial decision-making processes through in-depth modeling & analysis, forecasting, and reporting. What You’ll Be Doing + Financial Analysis & Modeling: Conduct in-depth financial analysis to evaluate company performance add financial insights, including variance analysis, trend analysis, and scenario planning regarding M&A and contingencies. + Financial Forecasting & Annual Operating Plans: Analyze and assist in monthly forecasts and the development of annual budget, quarterly forecasts, and long-term financial plans. + Creating Annual Operating Plan: Assist in the development and maintenance of the annual budget, quarterly forecasts, and long-term financial plans. + Reporting: Prepare financial reports to management, highlighting key financial trends, variances, and insights of the business . + Data Management: Ensure accuracy and integrity of financial data within the financial systems. Develop and maintain financial models, data loads and databases. + KPI Performance Metric tracking: Develop monthly key performance indicators (KPIs) to track business performance and support strategic initiatives, including sales pipeline analysis and industry benchmarks. + P&L Analysis: Analyze and report on cost drivers and provide recommendations for cost optimization. Ongoing analysis of revenue, cost of goods and functional operating expenses. Provide insight into operational efficiencies. + Ad Hoc Analysis: Provide ad hoc financial analysis to support special projects, strategic initiatives, and business cases. + Collaboration: Work closely with cross-functional teams, including Sales, Marketing, Engineering, Service & Support, and Operations, to gather data and insights for financial analysis. What You’ll Bring to the Table + Education: Bachelor's degree in Finance , Accounting, Economics, or a related field. MBA or relevant certification (CFA, CPA) is a plus. + Experience: 2-5 years of experience in financial analysis and modeling, preferably in a SaaS or technology company. Experience in a professional services firm, such as investment banking or consulting, is highly desirable. + Technical Skills: Proficiency in financial modeling, advanced Excel skills and robust financial modeling experience. Significant user experience with financial planning and ERP software, preferably NetSuite, and experience with financial planning software. Robust modeling experience a plus. + Analytical Skills: Strong analytical and problem-solving skills, with the ability to synthesize complex data into actionable insights. + Communication: Excellent written and verbal communication skills, with the ability to present complex financial information to non-financial stakeholders. + Attention to Detail: High level of accuracy and attention to detail. + Team Player: Ability to work effectively in a collaborative, flexible, fast-paced environment. “Can do” approach and high level of commitment to delivering accurately and on time. Preferred Qualifications + Deep Knowledge of SaaS Metrics: I n-depth understanding of key SaaS metrics such as MRR, ARR, CAC, expansion, retention, churn rates, and renewal rates. + Experience with ERP Systems: Experience with ERP systems such as NetSuite or similar platforms. + Continuous Improvement: A proactive approach to improving financial processes and systems . What’s Good to Know + Travel : Minimal travel is expected with po tential for infrequent trips related to training or team meetings . + Schedule: As part of a public company, we adhere to tight month-end reporting and forecasting requirements that typically fall into the first 1-2 weeks of a month. These deadlines are nonnegotiable and may require additional or alternative hours to deliver results depending on the month. Who You’ll Work w ith This position will work closely with the Director of FPA and will frequently interface with the senior leadership team as well as department managers across the organization. Why Join the CBORD Horizon DREAMteam? DREAMteam (how we refer to all of us) You’re engaged and self-motivated. You think like an entrepreneur, constantly driving improvement and innovation. You act as a change agent. You’re a team player contributing to a collaborative and diverse work environment. We question the status quo and so should you. You are accountable and focused and take smart risks. You’re an extension of our talent acquisition team – always scouting top talent to join our team. DREAMperks Staying Healthy + Eligible team members have access to a robust health insurance plan on their first day of employment. + To encourage, motivate and challenge team members to take an active interest in their health and well-being, the Company provides a Wellness Benefit of $200 for the calendar year. + Access to an Employee Assistance Program. Enjoying Time-Off Eligible team members are granted with the following paid time off annually: + Vacation: 15 vacation days; pro-rated during the first year + Holidays: 1 1 paid holidays each year + Sick Time: 5 sick days + Personal days: 3 personal days; pro-rated during the first year Planning for the Future + Employer paid Life Insurance / AD&D / Short-Term Disability Insurance + Voluntary Long-Term Disability Insurance / Term Life Insurance / AD&D + Access to FSA Plans & Commuter Benefit Plans + 401(k) Savings Plan where the Company matches team member contributions $0.50 for every dollar saved up to 8% of pay . Fully vested on day one. + Access to the Roper Employee Stock Purchase Plan + Paid Parental Leave Program Make an Impact + DREAMcares (The Company’s outreach initiative to support our extended community): Eligible employees will have access to 3 paid days off annually to serve at a qualified and approved organization. Apply and Join the DREAMteam To view more amazing roles at CBORD and Horizon , visit our career pages at www.cbord.com/careers This description is intended to be generic in nature. It is not intended to determine all specific duties and responsibilities of any particular position. Essential functions and overtime eligibility may vary on the specific tasks assigned to the position. This position will be responsible for the handling of PHI (personal health information) and/or other types of SPI (sensitive personal information) and will be expected to comply with all applicable laws and internal policies with regards to handling of PHI/SPI https://illinoisjoblink.illinois.gov/ As of August 20, 204, Transact and CBORD have merged to drive innovation and operational excellence across education, healthcare, and corporate markets. You can read more about the merger here: Transact News (https://www.transactcampus.com/company/news-and-press) or CBORD Newsroom (https://www.cbord.com/newsroom/) . Share: Apply Now