Senior Financial Planning & Analysis Manager
Who We Are: CBORD and Transact have come together as industry leaders in integrated technology solutions, powering housing, access, foodservice, nutrition, eCommerce, card systems, and innovative payment, mobile credential, and commerce solutions. Our technology supports K-12 and higher education, healthcare, senior living, and business campuses, creating connected campus experiences that simplify operations and enhance lives. With a mobile-centric ecosystem and partnerships with over 1,750 institutions, we are dedicated to improving the student experience across all aspects of campus life.
We are currently searching for qualified Senior Financial Planning & Analysis Manager candidates. Please see the details for the position below.
Role Highlights:
As the Sr. FP&A Manager for the Campus ID and Commerce P&Ls, you will be the key finance partner for the SVP/Business GM. The Sr. FP&A Manager will own the analysis and reporting on: Revenue, Cost of Goods Sold (COGS), and Gross Profit (GP) for the P&Ls. The candidate will be a highly analytical individual and have the ability to partner and collaborate with the sales and supply chain teams with the daily operations of the company and help with strategic decision making. The Sr. FP&A Manager will also partner in the preparation of sales and volume forecasts including Short Range Outlooks (SROs), reoccurring forecast cycles, and the Annual Operating Plan (AOP). The position will be responsible with owning the financial functions of the ongoing development of financial reporting process and systems related to Revenue, COGS, and GP.Key Responsibilities:
Working with the Business Unit leadership to prepare their detailed annual Budget and to build monthly, quarterly, and annual Forecasts.
Preparing monthly analysis that highlight key drivers of variances vs. the Plan, Forecast, prior months, and prior year. Overseeing Accounting and Finance on the monthly close as well as in performing ad hoc analysis related to the Product P&L
Direct ad-hoc analysis and reporting on portfolio revenue and profitability by customer, and product
Providing financial support for operations review meetings that highlight financial and key performance indicator (KPI) performance.
Developing business cases for new initiatives/Products focusing on structuring it in a way to maximize the financial benefits while factoring in the operational impacts on the organization.
Assist with developing Executive Leadership Team presentations.
Summarizes the financial status of the organization; performs financial modeling, interprets asset ratios, calculates profit margins, operating costs and other metrics used in measuring fiscal stability helping business leaders make data and financially driven business decisions.
Communicates with engineering, product management, marketing, HR, IT, and other departments on matters of budget approval and ROI for specific projects.
Qualifications:
A bachelor's degree in finance, Accounting, or a related field and 5-10 years of experience in financial modeling and analysis, preferably in a SaaS or technology company. An MBA or relevant certification (CFA, CPA) is a plus.
Strong Excel and PowerPoint skills with a focus on financial modeling and the use of advanced features of spreadsheets
Highly organized and can work on multiple projects at once
A high level of analytical ability and accuracy
Significant user experience with financial planning and ERP software. Knowledge of D365 FinOps and/or Data rails a plus
Excellent communication, interpersonal, and presentation skills
A team player and ability to build relationships and work across the organization
A strategic and analytical thinker with superior problem-solving and decision-making skills
Excellent time management, project management, and organizational skills
Ability to thrive in a fast-paced, results-oriented, collaborative environment
Preferred Qualifications:
Deep Knowledge of SaaS Metrics: in-depth understanding of key SaaS metrics such as MRR, ARR, CAC, expansion, retention, churn rates, and renewal rates.
Experience with ERP Systems: Experience with ERP systems such as NetSuite or similar platforms.
Continuous Improvement: A proactive approach to improving financial processes and systems.
Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity, or commissions.
Transact Campus Inc. is an equal employment opportunity employer and considers qualified applicants for employment without regard to race, gender, age, color, religion, national origin, marital status, disability, sexual orientation, protected military/veteran status, or any other protected factor.
For more information on other job opportunities and our amazing culture, check us out at transactcampus.com
Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity, or commissions.
Transact Campus Inc. is an equal employment opportunity employer and considers qualified applicants for employment without regard to race, gender, age, color, religion, national origin, marital status, disability, sexual orientation, protected military/veteran status, or any other protected factor.
For more information on other job opportunities and our amazing culture, check us out HERE.
Apply Now
We are currently searching for qualified Senior Financial Planning & Analysis Manager candidates. Please see the details for the position below.
Role Highlights:
As the Sr. FP&A Manager for the Campus ID and Commerce P&Ls, you will be the key finance partner for the SVP/Business GM. The Sr. FP&A Manager will own the analysis and reporting on: Revenue, Cost of Goods Sold (COGS), and Gross Profit (GP) for the P&Ls. The candidate will be a highly analytical individual and have the ability to partner and collaborate with the sales and supply chain teams with the daily operations of the company and help with strategic decision making. The Sr. FP&A Manager will also partner in the preparation of sales and volume forecasts including Short Range Outlooks (SROs), reoccurring forecast cycles, and the Annual Operating Plan (AOP). The position will be responsible with owning the financial functions of the ongoing development of financial reporting process and systems related to Revenue, COGS, and GP.Key Responsibilities:
Working with the Business Unit leadership to prepare their detailed annual Budget and to build monthly, quarterly, and annual Forecasts.
Preparing monthly analysis that highlight key drivers of variances vs. the Plan, Forecast, prior months, and prior year. Overseeing Accounting and Finance on the monthly close as well as in performing ad hoc analysis related to the Product P&L
Direct ad-hoc analysis and reporting on portfolio revenue and profitability by customer, and product
Providing financial support for operations review meetings that highlight financial and key performance indicator (KPI) performance.
Developing business cases for new initiatives/Products focusing on structuring it in a way to maximize the financial benefits while factoring in the operational impacts on the organization.
Assist with developing Executive Leadership Team presentations.
Summarizes the financial status of the organization; performs financial modeling, interprets asset ratios, calculates profit margins, operating costs and other metrics used in measuring fiscal stability helping business leaders make data and financially driven business decisions.
Communicates with engineering, product management, marketing, HR, IT, and other departments on matters of budget approval and ROI for specific projects.
Qualifications:
A bachelor's degree in finance, Accounting, or a related field and 5-10 years of experience in financial modeling and analysis, preferably in a SaaS or technology company. An MBA or relevant certification (CFA, CPA) is a plus.
Strong Excel and PowerPoint skills with a focus on financial modeling and the use of advanced features of spreadsheets
Highly organized and can work on multiple projects at once
A high level of analytical ability and accuracy
Significant user experience with financial planning and ERP software. Knowledge of D365 FinOps and/or Data rails a plus
Excellent communication, interpersonal, and presentation skills
A team player and ability to build relationships and work across the organization
A strategic and analytical thinker with superior problem-solving and decision-making skills
Excellent time management, project management, and organizational skills
Ability to thrive in a fast-paced, results-oriented, collaborative environment
Preferred Qualifications:
Deep Knowledge of SaaS Metrics: in-depth understanding of key SaaS metrics such as MRR, ARR, CAC, expansion, retention, churn rates, and renewal rates.
Experience with ERP Systems: Experience with ERP systems such as NetSuite or similar platforms.
Continuous Improvement: A proactive approach to improving financial processes and systems.
Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity, or commissions.
Transact Campus Inc. is an equal employment opportunity employer and considers qualified applicants for employment without regard to race, gender, age, color, religion, national origin, marital status, disability, sexual orientation, protected military/veteran status, or any other protected factor.
For more information on other job opportunities and our amazing culture, check us out at transactcampus.com
Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity, or commissions.
Transact Campus Inc. is an equal employment opportunity employer and considers qualified applicants for employment without regard to race, gender, age, color, religion, national origin, marital status, disability, sexual orientation, protected military/veteran status, or any other protected factor.
For more information on other job opportunities and our amazing culture, check us out HERE.
Apply Now