Senior FP&A Manager, CaptivateIQ

• CaptivateIQ is looking for a strategic, results-driven Senior FP&A Manager to drive financial planning and deliver insights that guide key decisions
• Bachelor’s degree in Business, Finance, Accounting, or Economics (or equivalent experience)
• 5-8 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
• Proficiency in SQL for data extraction, analysis, and reporting
• 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

Desirable

• Reporting to the Sr. Director, Corporate Finance & Strategy, you’ll partner with executive leadership, including the SVP of Finance & Accounting, to analyze financial data, build models, and identify opportunities to drive business growth
• In this high-impact role, you’ll leverage your expertise in financial analysis, budgeting, and forecasting to influence CaptivateIQ’s future in a fast-paced, tech-driven environment
• 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