Senior Lead, FP&A

September 6

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Datacor, Inc.

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We help streamline your business operations with chemical and process industry-specific software solutions.

ERP • CRM • Chemical Manufacturing • Computer Software • Chemical Industry

201 - 500

Description

• Support the development and management of the budgeting process, partnering closely with financial, functional, and business division leadership to ensure alignment with strategic business objectives and planning. • Prepare rolling financial forecasts segmented by product groups, business divisions, and business functions. • Establish, monitor, and analyze SaaS and financial KPIs and identify trends to provide actionable insights for the business. • Develop and own the forecasting, reporting, and analysis of companywide ARR. • Prepare analyses of companywide ARR movement and develop insights into changes in ARR including new customers, product add-ons, product cross-sales, contraction, and customer churn. • Calculate and track various KPIs including retention metrics, customer acquisition cost, and value metrics. • Prepare rolling company-wide cash forecasts. • Prepare mid to long-term growth and strategic financial plans. • Assist in the preparation of budgeted GAAP income statements, balance sheets, and statements of cashflows. • Perform variance analyses on cash and financial budgets and forecasts to actual results and identify the root causes of such variances. • Provide insight and commentary to management on KPIs and financial results. • Produce and compile financial reports and metrics to be used in content delivered to the board of directors and executive leadership. • Perform margin and profitability analyses on product groups and business divisions. • Assist in company-wide headcount planning in conjunction with the company’s strategic plans and financial budgets. • Collaborate across multiple business functions to deliver accurate financial forecasting, budgeting, and business insights. • Partner with the CFO and Controller to develop scalable tools and models to enhance the efficiency and accuracy of tracking financial results, forecasts, and KPIs. • Assist with special projects including M&A activities and ad hoc financial analyses and modeling requests. • Monitor internal and external industry trends to identify circumstances that may affect the business and internal forecasting. • Build and lead the future FP&A team at Datacor.

Requirements

• A Bachelor’s Degree in Accounting or Finance. • 5-10 years of experience in a financial analyst role. • SaaS / Software industry experience. • Experience with tracking and analyzing KPIs, budgeting, forecasting and financial planning. • Strong analytical skills and the ability to develop and maintain financial models. • Excellent communication and interpersonal skills, with the ability to interpret, distill, and present financial information to non-financial stakeholders. • Advanced working knowledge of excel and financial reporting tools. • Strong knowledge of GAAP and accounting. • Unyielding ethical standards and integrity. • Excellent organizational and analytical skills, with the ability to think creatively. • High attention to detail and accuracy. • Proven track-record of working collaboratively and effectively with cross-functional teams in a high-growth environment. • Experience in a private equity environment. • Previous leadership experience preferred.