Strategic Finance Manager

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.