FP&A Manager, Customer Operations
(Professional Services, Customer Support, Customer Success)
U.S. Remote
WHO WE ARE
Certinia delivers the #1 professional services automation (PSA) and the only customer-centric ERP solution. We accelerate business value with comprehensive best practices and the most intelligent analytics—all on the leading business cloud platform from Salesforce.
Certinia knows that each individual brings something special to the team, exemplifying a diverse and inclusive work environment. We embrace your authenticity and encourage our employees to “Bring Yourself” to work every day!
THE ROLE
This role is an exciting opportunity to join a fast-paced, fun, talented and growing Corporate FP&A organization as a FP&A Manager
Reporting to the Sr. Director of FP&A, this individual will challenge the status quo to drive insights and continuous improvement, be able to influence the decision-making process, be data and results-oriented, have outstanding communication and interpersonal skills, develop financial models, drive planning, analysis, coordination and consolidation of the corporate budget/forecast, analyze financial statements and reports, prepare projections and perform research and analysis as may be required by leadership.
A successful candidate will demonstrate strong analytical, organizational, and problem solving skills, as well as being able to present financial information and models in a concise and easily comprehensible manner.
WHAT YOU WILL DO IN THIS ROLE
- Business partner with the WW Customer Operations Leadership team to support building and running business activities
- Proactively develop key financial analysis and insights to help enable the company meet its monthly, quarterly, and annual targets, and strategic objectives
- Develop and refine key business metrics as well as reporting practices and processes in order to identify strengths, weaknesses and opportunities for improvement, while also evaluating possible alternatives and recommending appropriate actions across Corporate Finance
- Maintain and improve the group financial model
- Consolidate company financials and provide analysis and presentation of monthly and quarterly financial and operational metrics including performance vs plan
- Drive the budgeting and forecasting process, including understanding granular details involved in the accounting detail and using that to inform forecasts
- Perform strategic and scenario analysis to determine present and future financial performance
- Lead preparations for the consolidation and presentation of period reporting to the Board of Directors, Investors and Industry constituents
- Partner with the Finance & Accounting team on financial analytics, planning, and reporting activities with the intent of driving value and decision-making capabilities across the organization.
WHAT YOU NEED TO BE SUCCESSFUL IN THIS ROLE
- 8-10 years of work experience, ideally in a finance role (e.g., FP&A, Corporate Finance or investment banking), experience at a high-growth technology or SaaS company a plus
- Professional services revenue modeling and forecasting
- Full financial budgeting and 3-statement modeling experience, including revenue, gross margin, OpEx, balance sheet, and cash flow, Capex, and headcount planning
- Proficient in Excel modeling and PowerPoint skills and aptitude; knowledge of Salesforce a plus
- System-savvy: ERP system experience, experience working with forecasting or reporting systems (Anaplan, Adaptive), Vena Planning a plus
- Highly skilled at aggregating and manipulating large data sets from multiple systems to derive insightful analysis and create financial models
- Strong reporting and presentation skills, including the use of PowerPoint to create investor and board materials as well as external-facing presentations
- Experience in creating financial models that include the integration of multi-national P&L’s, BS’s and Cash Flow statements
- Demonstrated ability to work cross-functionally across the organization, aggregating information from budget owners, and distributing financial guidance and reports
- Demonstrate strong problem-solving, quantitative, and analytical skills
- Must be a self-starter, intellectually curious, able to work independently, as well as work in a collaborative and fast-paced environment
- Excellent communication skills, both written and verbal
- Strong communication and interpersonal skills, collaborating effectively with all levels
WHAT ELSE WOULD BE GREAT
- BS in Finance, Economics, or Accounting
- Strong working knowledge of Generally Accepted Accounting Principles (GAAP); familiarity with ASC 606 a plus
Salary Range: $121,600 – $167,200
