Financial Planning & Accounting Manager, Convex

$140-160k

The compensation awarded to successful candidates will vary based on their location, relevant skills and experience

Senior level

San Francisco Bay Area

Remote from US

More information about location

Commercial services software provider

Job no longer available

Commercial services software provider

101-200 employees

B2BEnterpriseBusiness IntelligenceSaaSData AnalysisSales

Job no longer available

$140-160k

The compensation awarded to successful candidates will vary based on their location, relevant skills and experience

Senior level

San Francisco Bay Area

Remote from US

More information about location

101-200 employees

B2BEnterpriseBusiness IntelligenceSaaSData AnalysisSales

Company mission

To serve as the most important partner to digital-first commercial services businesses.

Job

Company

Role

Who you are

5+ years of progressive B2B SaaS/software experience in Corporate Planning/ FP&A or Investment Banking
Experience in both large, well-run public companies and smaller, high-growth companies is desired
Minimum of a bachelor’s degree in Finance, Business, Analytics, or related field. MBA preferred. Basic understanding of GAAP accounting principles a plus
Experience implementing, using ERP (QuickBooks, NetSuite etc.) and/or budgeting modules (Adaptive Insights etc.)
Strong/Advanced Excel, Google Sheets, and PowerPoint skills a must. Knowledgeable in building detailed forecast models with integrated P&L, Balance sheet and Cashflows
Demonstrated experience managing budget and building supporting processes and systems
Ability to work with executive staff and partner with functional leaders
Experience directly working with Sales and GTM organization desirable; Experience with commission and bonus programs a plus
Strong interpersonal skills. Assertiveness in the face of opposing perspectives
Excitement around navigating a growth-oriented, rapidly changing, and sometimes ambiguous environment
Be someone that is always looking to learn and improve; someone who has “grit” and impeccable integrity

What the job involves

Reporting to the CFO this candidate will be responsible for budgeting/planning, managerial reporting, defining, and monitoring key metrics, sales and operations analysis and programs/systems/policies to support each
This is a key, hands-on role as business partner and analyst where you will have broad scope and autonomy to work with the CFO and functional leaders across the organization
Create and lead the annual and long-term planning/forecasting processes
Implement an Annual Budgeting, Quarterly forecasting process (P&L, Balance Sheet, Cash Flow Integrated) that accurately reflects the business through the financial lens
Build monthly and quarterly Budget vs. Actual review packages for the exec team and the Board of Directors, and lead monthly or quarterly variance analysis and forecasting meetings with business leaders
Develop and maintain reporting packages and dashboards of KPIs for senior leadership, the Board, and investors that analyze historical performance and provide actionable insights based on trends and industry benchmarks
Collaborate with accounting to streamline financial close process and financial reporting
Coordinate and help in creation of Quarterly BOD meeting materials as well as Investor and other reporting needs
Sales Commission program management
Insurance & other corporate programs
Perform and support ad hoc analyses and projects as needed

Our take

Commercial contractors are critical to maintaining a building’s key infrastructure, such as elevators, escalators, and security systems. However, their business potential can be limited by their antiquated, manual go-to-market strategies. Convex focusses on helping commercial servicers increase their revenues through data-driven go-to-market strategies, and improved customer discovery techniques.

Through its platform, users can gain a "360-Degree View" of a property's data, with all its information visualized in one place. This equips sales reps to spend more time on more valuable leads, as well as target relevant decision makers in their conversations. Convex also supplies the means to accelerate new staff onboarding, further improving overall productivity for its clients.

Kirsty

Company Specialist at Welcome to the Jungle

Insights

-1% employee growth in 12 months

Glassdoor (4.2)

Company

Company benefits

Generous equity
Top tier health, vision & dental coverage
Company-sponsored 401(k) savings plan
Flexible time off to take what you need, NYSE holiday schedule + Juneteenth
Generous parental leave policy
Team Building
Regular company outings & team retreats

Company HQ

Yerba Buena, San Francisco, CA

Leadership

Charlie Warren

(CEO)

Charlie studied at MIT before spending 2 years on the Council on Foreign Relations and working as a Goldman Sachs Summer Associate. They co-founded Route in 2015, and during a year at Goldman Sachs, they co-founded Convex in 2016.

Blake Meulmester

(CPO)

Blake took an MBA at MIT after working as a Consultant at Deloitte and Camber Collective. They spent a year at Goldman Sachs before leaving in 2017 having co-founded Convex.

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