Senior Fp&A Manager

Responsibilities:

• Strategic Financial Planning: Shape and refine the company's long-term financial strategy in partnership with executive leadership.
• Budgeting and Forecasting: Own the annual budget process, develop detailed forecasts, and monitor performance against goals, providing actionable recommendations
• Performance Analysis: Analyze financial data to identify trends, assess profitability, and uncover opportunities for operational improvement.
• Stakeholder Collaboration: Partner with cross-functional teams (Sales, Marketing, Operations) to align financial strategies with business objectives and understand evolving needs.
• Reporting and Presentation: Prepare and present comprehensive financial reports to senior leadership, translating complex insights into clear, actionable recommendations.
• Performance Metrics: Develop and track key performance indicators (KPIs) for sales, marketing, and customer experience, creating dashboards to visualize performance (e.g., CAC, CAC payback, Magic Number).
• Market Research: Analyze market trends and the competitive landscape to drive strategic decision-making and identify growth opportunities.

Requirements:

• Bachelor’s degree in Business, Finance, Accounting, or Economics (or equivalent experience).
• 7+ years of experience in corporate finance/FP&A roles.
• Expertise in SaaS or B2B subscription models.
• Solid understanding of accounting principles, corporate finance concepts, and fluency in translating between GAAP and non-GAAP financial metrics
• Strong financial modeling skills with Excel/Google Sheets; ability to build models from scratch.
• Exceptional communication skills; ability to distill complex data into actionable insights via memos and presentations.
• Proven analytical and problem-solving abilities in fast-paced, dynamic environments.

Bonus Points:

• Experience partnering with Go-to-Market teams and managing top-line business planning.
• Located in a West Coast or Mountain Time timezone.

Benefits:

• (US-ONLY) 100% of medical, dental, and vision covered including 75% for dependents
• Flexible vacation days and quarterly mental health days so you can recharge
• Enjoy a one-time expense on your 1-year work anniversary (to use for travel, home furnishings, fancy meal)
• One time work from home stipend & annual stipends for professional development and caretaking
• Virtual team lunches to keep you connected
• (US-ONLY) 401k plan to participate in and save towards the future
• Newest Apple products to help you do your best work
• Employee Resource Groups (ERGs) to support and celebrate the shared identities and life experiences of communities within CaptivateIQ. ERGs directly support our company-wide DEI goals as a space for developing and retaining diverse talent

Notice for Prospective Candidates:

• Only emails from @captivateiq.com should be trusted.

• Attempt to correspond with a candidate using a free web-based account, such as an email address that ends in @gmail.com, @yahoo.com, @hotmail.com, etc.
• Make an offer of employment without conducting multiple rounds of interviews face-to-face using secure video-conferencing technology.
• Ask candidates to cash checks to buy equipment on behalf of CaptivateIQ.
• Ask candidates to make a payment in order to be considered for a position.
• Make early requests for candidates' personal information such as date of birth, passport details, credit card numbers, bank details and social security number, etc.
• Please note that we’ll only ask for more sensitive personal information in connection with background checks after an offer is made.