Tech Stack

Description

As Vice President, you'll lead lean cross-functional teams on engagements such as building SaaS reporting for a company undergoing ownership transition, or developing planning processes for a software company that scaled through acquisitions. You'll work closely with CFOs, PE sponsors, and operating teams to drive value creation in a private equity-backed environment.

Requirements

• Bachelor's degree in Finance, Accounting, or Economics; MBA is a plus.
• Minimum 6 years of experience at a top tier private equity firm, investment bank, and/or consulting firm working with SaaS and Software companies.
• High attention to detail and advanced quantitative skills, especially as it relates to financial modeling and corporate valuation.
• Proven ability to leverage Excel and other tools (e.g. PowerBI) to manage, simplify, analyze, and present large and complex datasets.
• Transactional finance experience, as well as an understanding of operational finance.
• Prior experience preparing reports, presentations, and memos; ability to present data-driven insights clearly and comprehensively.
• Strong drive and motivation, adhering to the highest professional standards.
• Ability to work collaboratively and independently in a team-oriented environment.

Responsibilities

• Determine data availability and reliability across CRM, billing, and ERP systems, and design a structured process to aggregate relevant data sets for ongoing SaaS reporting.
• Work with CFO, PE sponsor, and operating team to understand SaaS business drivers, verify KPI definitions, and establish a single source of truth via monthly reporting packages.
• Develop a reporting cadence and repeatable processes that combine sound data flows and actionable SaaS KPIs to support monthly Board and management reporting.
• Train existing FP&A team to run and own reporting, ARR analysis, and forecast tools.
• Complete a deep dive assessment to identify gaps in existing budgeting and forecasting processes.
• Lead comprehensive budgeting in partnership with cross-functional teams.
• Build cash flow forecasts coordinating with relevant teams.
• Leverage PowerPivot to structure and analyze data within Excel, delivering user-friendly reporting, and identify opportunities to transition manual processes into scalable systems and tools (e.g., BI, CPM).