Finance Manager

About the Role

The Finance Manager serves as a strategic financial partner within FinQuery’s FP&A function. Reporting directly to the Vice President of FP&A, this role oversees recurring financial cycles, leads complex forecasting and business analytics, and directly manages a team of two financial analysts. You will leverage modern AI-enabled financial tools to streamline decision-making, optimize financial performance, and provide guidance and leadership to your direct reports across top-line and spend-side FP&A functions.

What You'll Do:

• Direct, mentor, and develop a team of two financial analysts to drive high performance across team deliverables
• Lead the design and maintenance of financial models, templates, and dashboards used to track operating expenditures, product costs, and key business initiatives
• Analyze recurring SaaS and business performance metrics to translate findings into actionable recommendations
• Lead the preparation of monthly, quarterly, and annual budgets and forecasts, including P&L, cash flow, and balance sheet projections
• Perform variance and trend analysis across actual, budget, and forecast results advising key stakeholders on underlying drivers
• Advise business partners across the organization on financial insights that improve overall performance and operational efficiency
• Lead in-depth customer analysis, including bookings, net expansion, churn, and retention, to support strategic decisions
• Partner with the sales and finance leadership, RevOps, and Legal to design, model, and evaluate sales compensation plans
• Contribute financial models, SaaS metrics, and variance commentary to recurring board and investor reporting packages
• Track and report progress against strategic value creation initiatives while monitoring outcomes against targets
• Partner with business systems teams to maintain accurate financial data flows across core finance and CRM platforms
• Evaluate pricing strategies and provide financial analysis to guide pricing decisions alongside Product and Revenue leadership
• Apply AI-enabled tools and automation to streamline recurring financial reporting, forecasting, and data reconciliation processes

What You Bring:

• Bachelor degree in Accounting, Finance, or a related field required, with a CPA, CFA, or MBA preferred
• 5+ years of related experience in FP&A, accounting, or strategic analytics
• Demonstrated experience in managing, mentoring, or leading team members within a finance or corporate environment
• Background in SaaS, subscription business models, or investment banking preferred
• Advanced proficiency in Microsoft Excel, including pivot tables, macros, and complex data manipulation
• Strong working knowledge of PowerPoint for building executive and board-level presentations
• Ability to build and maintain financial dashboards using BI tools such as PowerBI
• Working knowledge of ERP and CRM platforms such as NetSuite, Workday Adaptive and HubSpot
• Proficiency in SQL or comparable query tools to extract and analyze data from enterprise data warehouses
• Ability to leverage AI-enabled tools and platforms to automate recurring reporting, forecasting, and reconciliation tasks
• Fluency in SaaS growth metrics including ARR, NRR, GRR, CAC payback, and Rule of 40
• Prior exposure to sales compensation plan modeling, pricing evaluations, or board reporting deliverables

Core Competencies

• Leverages data from multiple systems to identify business trends and translate findings into accurate forecast adjustments
• Collaborates effectively with cross-functional leaders to align financial tracking with evolving organizational goals
• Communicates complex financial analysis and variance drivers clearly to non-finance stakeholders
• Proactively identifies and implements process automation within recurring reporting cycles
• Delivers precise budgets and forecasts consistently under competing deadline pressures
• Adopts emerging tools and AI-enabled approaches to maximize reporting speed, accuracy, and scalability
• Connects detailed financial analysis to long-range strategic planning, pricing decisions, and board-level initiatives
• Manage the day-to-day responsibilities of direct reports including reviewing completed tasks and delegation of work.