🛠 Tech Stack

💼 About This Role

You'll lead FP&A functions for private equity portfolio companies in the SaaS industry, building budgets, forecasts, and ARR models. Your core impact is driving operational enhancements and value creation for portfolio companies. This role stands out with exposure to high-stakes PE transactions and AI-enabled solutions.

🎯 What You'll Do

• Build diagnostic frameworks and enhance finance functions for PE portfolio companies.
• Develop annual budgets and forecasts using operational drivers for SaaS.
• Prepare financial reports on ARR, bookings, and headcount.
• Build ARR roll-forward models and cash flow forecasts.

📋 Requirements

• 5+ years experience in FP&A at a PE-backed company.
• Experience in the Software/SaaS industry.
• Advanced expertise in Microsoft Excel and PowerPoint.
• Proven success in building client relationships.

✨ Nice to Have

• Knowledge of Tableau, Alteryx, SQL.
• CPA certification.
• Experience with AI tools.

🎁 Benefits & Perks

• 🏆 Inc5000 Fastest Growing Company
• 🌟 Glassdoor Best Places to Work
• 🤝 Collaborative culture
• 🧑‍🏫 Mentorship opportunities
• ✈️ Travel up to 40%

🚩 Heads Up

• Required travel up to 40% may be excessive for a remote role.
• Vague mention of 'AI-enabled solutions' without clear scope.