Senior Manager of FP&A, SugarCRM
$170-190k
3+ days a week in office
Customer relationship management platform
Posted today
Customer relationship management platform
501-1000 employees
Posted today
$170-190k
3+ days a week in office
501-1000 employees
Company mission
To help marketing, sales and customer service teams achieve high-definition customer experiences by providing the CRM platform that makes the hard things easier.
Role
Who you are
- 7+ years of progressive experience in FP&A
- Proven experience in SaaS metrics, business models, and value creation levers
- Experience with financial systems and BI tools, including Adaptive Insights
- Strong financial 3-statement modeling and forecasting experience
- Strong analytical and problem-solving skills, with the ability to provide actionable insights from complex data
- Ability to thrive in a fast-paced, dynamic, and results-oriented environment
- Exceptional communication and presentation skills, with experience presenting to senior management
- Exceptional attention to detail and passion for accurate, high-quality work
- A high sense of urgency, ability to multi-task and work under pressured timelines
- Bachelor’s degree in Finance, Economics, Accounting, or a related field. MBA or CFA is a plus
What the job involves
- As the Senior Manager of FP&A, you will lead the company’s budgeting, forecasting, and long-term planning processes, provide actionable insights into business performance, variance analysis and support strategic initiatives
- You’ll work cross-functionally to build financial models, track KPIs, and provide clear, data-driven insights to guide operational and investment decisions. The finance team fosters a culture of accountability, curiosity, and continuous improvement within the finance team
- Reporting to the VP of FP&A and engaging directly with senior leadership, you’ll serve as a strategic partner to help align the finance strategy with the company’s ambitious growth goals. This is a highly analytical, detail-oriented role within a fast-paced, Private Equity–backed SaaS environment, requiring strong financial acumen, system expertise, and collaboration across teams
- Budgeting and Forecasting:
- Own and lead the quarterly forecasting, annual budgeting, 13-week rolling cash forecast and long-term planning processes, including 3-statement modeling
- Own and maintain the company-wide forecasting infrastructure and tools
- Provide oversight and leadership across FP&A team members to support business objectives and drive cross-functional collaboration
- Partner with function teams to align forecasting inputs, outputs and variance analysis with strategic goals
- Financial Analysis and Reporting:
- Own the preparation of monthly, quarterly, and annual financial reports for senior management
- Prepare board materials, financial and operational reports, flash reporting and ad hoc analysis for Management, PE sponsors and lenders
- Design and maintain dashboards for visibility into ARR, CAC, LTV, ROI and other SaaS KPIs
- Use financial models to conduct scenario analysis
- Analyze financial data, including revenue performance, opex and KPIs to provide actionable recommendations
- Systems and Tools Management:
- Serve as Adaptive Planning and OfficeConnect superuser, leading tool optimization and adoption to scale the FP&A function
- Ensure data integrity and system performance to support monthly, quarterly, and long-term planning
- Assist in automating and streamlining financial reporting and other Finance-related processes
Our take
Many leading CRM software require a lot of manual entry, but have little job-specific functionality, making tracking and interacting with potential and current customers time-consuming and inefficient. SugarCRM, which started as a project to elevate CRM with automation, has since grown into an AI-driven cloud product used by thousands of companies across the globe.
The Sugar Platform incorporates robust cloud structures and security, presents AI-powered predictions for customer trajectories and supports macro and micro customisation options. Importantly, its versatility and flexibility make it suitable for multiple teams across the CRM landscape.
Though it's far from the only CRM platform on the market, SugarCRM’s longevity as a company exemplifies its trusted status among businesses from many sectors. Ultimately, CRMs are a vital part of almost all industries, and Sugar’s established place in the market gives it plenty of scope for further success.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 8 rounds)
Jul 2019
$16m
LATE VC
Jan 2015
$3.6m
CONVERTIBLE
Total funding: $139.2m
Company benefits
- Excellent healthcare package for you and your family
- Savings and Investment – 401(k) match
- Unlimited Paid Time Off
- Paid Parental Leave
- Online Legal Services (Rocket Lawyer)
- Financial Planning Services (Origin)
- Discounted Pet Insurance (Embrace Pet Insurance)
- Corporate Benefit Program (Working Advantage). This benefit offers you exclusive travel and entertainment offers and special discounts that are not available to the general public
- Health and Wellness Reimbursement Program
- Travel Discounts
- Educational Resources - Career & Personal Development Program
- Employee Referral Bonus Program
- We are a merit-based company - many opportunities to learn, excel and grow your career!
Company HQ
Financial District, San Francisco, CA
Leadership
Clint Oram
(Co-Founder & Chief Strategy Officer)Previously Product Manager at Epiphany and Software Engineer at Hewlett Packard Enterprise.
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