Copado
Head of Financial Planning and Analysis (FP&A)
New Orleans, LA
Sponsorship not specifiedDetected 26 days ago
DevOpsSalesforceFinancial ModelingFinancial AnalysisAccountingForecastingBudgetingM&AFP&AProcess ImprovementCustomer SuccessLeadershipCommunicationCollaborationProblem SolvingMentoringAdaptabilityNetSuiteVariance Analysis
About the role
- In this role, you will be a critical thinker responsible for managing and overseeing the financial planning, budgeting, forecasting, and analysis processes of our company.
- You will work closely with cross-functional teams, including Finance, Sales and Revenue Operations, Strategic Services, Infrastructure and Data, Customer Success, Product and R&D, and Marketing.
- The role reports directly to the CFO and has direct reports.
Responsibilities
- Financial Planning and Forecasting ● Develop and maintain comprehensive financial models, forecasts, and budgets that align with the company's growth objectives and define its success. ● Collaborate with various stakeholders to set targets, assess financial performance, and provide recommendations for improvement.
- Cross-function Collaboration ● Partner with different departments, including Revenue Operations, Sales, Operations, the office of the Chief Business Officer, and Marketing, to provide financial guidance, support decision-making, and drive operational efficiency. ● Act as a trusted advisor to business leaders, providing financial insights and recommendations.
- Strategic Financial Analysis ● Conduct in-depth financial analysis, including variance analysis, scenario modeling, and sensitivity analysis. ● Identify trends, risks, and opportunities to support the company's strategic goals from both an organic and inorganic growth perspective.
- Process Improvement and Innovation ● Actively invest in AI to continuously evaluate and improve financial planning and analysis processes, tools, and systems to enhance efficiency, accuracy, and scalability with a view to transaction readiness. ● Drive automation initiatives and use AI where beneficial to foster best practices and develop reporting and analysis activities.
- Business Partnership ● Excellent collaboration and communication skills with the ability to build strong relationships with stakeholders at all levels. ● Proven experience partnering with cross-functional teams and influencing decision-making.
- Leadership Skills ● Strong leadership abilities with the capability to inspire and motivate a team. ● Experience in managing and developing a team of financial professionals is highly desirable.
Requirements
- At least 6-8 years of progressive experience in financial planning and analysis within the SaaS industry.
- Strong understanding of SaaS business models, revenue recognition principles, and subscription-based metrics.
Nice to have
- CPA and/or early experience in public accounting is preferred, but not required.
- Bachelor's degree in Finance, Accounting, or a related field (MBA preferred).
Compensation
- Benefits Copado offers a comprehensive benefits package, which includes: Competitive salary and performance-based bonuses.
Benefits
- Qualifications & Experience Education and Experience: Bachelor's degree in Finance, Accounting, or a related field (MBA preferred).
- Comprehensive health, dental, and vision insurance.
Company info
- We are seeking a highly skilled and experienced Head of FP&A to lead our financial planning and analysis efforts.
Equal opportunity
- 401(k) Plan Paid Time Off Wellness Perks Copado is Equal Employment Opportunity and Affirmative Action Employers.
This listing is sourced directly from Copado's careers page and normalized into a canonical job model.