Finance Manager

Description

Finance Manager - Revenue operations

Job Summary

As a Finance Manager, you will work closely with the CFO and senior leadership team on corporate initiatives, financial planning and analysis. You will steer the development of the annual sales budget and the associated tracking of performance against plan throughout the year. You will play an integral role in the revenue and sales & marketing cost forecast models for the company's various business lines, together with related performance metrics. This position will work intimately with the executive leadership team in developing financial models for key strategic revenue growth projects, reporting on weekly KPI’s and providing analysis. You are also expected to work closely with Accounting, HR, and Sales Operations to drive system and process improvements as it relates to Salesforce and revenue operations.

Essential Duties and Responsibilities:

Budget/Forecast

• Review and develop annual sales budgets and targets along with follow-on forecasts on a quarterly basis • Prepare and review financial variances between Actual/Budget/Forecast • Reconcile transactions by comparing vs. budget, prior year, prior months, investigating variances and providing recommendations for growth and improvement • Provide information to management by compiling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations • Develop and refine key business metrics and drive robust analysis to identify strengths, weaknesses and opportunities, while evaluating possible alternatives and recommending appropriate actions • Provide user Revenue Operations support during annual budget cycle and quarterly forecast cycles • Conduct presentations to management on a monthly basis • Working closely fellow Accounting and FP&A team members

Sales Operations and measurement

• Work closely with Sales Management on implementing and refining performance metrics and KPI’s to track Sales and marketing productivity and CAC. • Partner with CFO and HR on administration and management of commissions, working with Revenue Operations and Accounting • Modeling and automating commission plans and making recommendations • Partner with marketing teams to understand and improve lead to revenue metrics and KPI’s.

Key Performance Indicators

• Report on weekly KPI’s such as ACV (Orders), Recurring revenue, Net Revenue Retention, customer and unit roll forwards, attrition rates and customer retention. • Investigate variances vs. plan and meeting with department managers for input. • Utilize SalesForce and ERP systems, together with AI and BI tools for consolidation of data.