Cordance - Senior Finance Manager
Requirements
• Bachelor's degree in Finance, Accounting, Economics, or related field. • 7+ years of progressive experience in FP&A, Strategic Finance, Corporate Finance, or related roles. • Experience supporting multiple business units, divisions, or portfolio companies. • Prior experience within SaaS, software, or recurring revenue business models. • Experience preparing executive, board, and lender reporting packages and delivering strong insights (written and verbal) to internal and external stakeholders. • Examples of utilizing AI to drive efficiency into FP&A workflows and deliver value-added insights to the business. • Advanced Microsoft Excel skills required. • Expert-level financial modeling capabilities. • Strong understanding of three-statement financial models, SaaS metrics, forecasting, and scenario analysis. • Experience with Adaptive Planning (Workday Adaptive Planning). • Experience with NetSuite ERP. • Strong proficiency with PowerPoint and financial presentation development. • Experience within a private equity-backed organization. • Experience supporting debt covenant reporting and lender relationships. • CPA, CFA, MBA, or equivalent advanced financial credential. • Experience with business intelligence and data visualization tools. • Success Profile • Success Profile • Exceptionally detail-oriented and highly organized. • Comfortable operating in a fast-paced, high-growth environment. • Able to quickly analyze large amounts of information and identify key business drivers. • An outstanding financial modeler capable of building and modifying complex models under tight deadlines. • Naturally curious and proactive in identifying risks and opportunities. • Skilled at communicating financial concepts to both financial and non-financial stakeholders. • Comfortable balancing strategic projects with recurring reporting responsibilities. • Please note that we do not accept unsolicited resumes, work on a Corp-to-Corp basis, or engage with non-vetted external agencies.
Responsibilities
• Corporate Reporting & Consolidation • Lead monthly, quarterly, and annual consolidation of financial results across multiple business units and divisions. • Analyze operating performance, recurring revenue metrics, profitability trends, and key SaaS performance indicators and deliver insights to internal and external stakeholders, leveraging AI where applicable. • Support monthly close review processes and variance analysis. • Develop executive-level reporting packages for senior leadership and private equity stakeholders. • Board & Lender Reporting • Prepare quarterly Board of Directors reporting packages, including financial performance, KPI analysis, and strategic insights. • Prepare recurring lender reporting packages, covenant calculations and supporting analyses. • Partner with executive leadership to deliver clear, concise financial narratives for stakeholders. • Strategic Finance & Executive Support • Partner directly with the CFO and Director of Finance on strategic projects and ad hoc analyses. • Build and maintain sophisticated financial models supporting forecasting, scenario planning, cash flow analysis, and investment decisions. • Conduct sensitivity analyses and provide recommendations to support executive decision-making. • Assist with annual budgeting, forecasting, and long-range planning processes. • M&A and Integration Support • Partner with M&A team to evaluate acquisition opportunities through financial analysis and model development. • Review quality of earnings reports and diligence materials to understand opportunities and identify potential financial and reporting risks. • Support post-acquisition integration planning and performance tracking. • Systems & Process Improvement • Improve reporting automation and financial processes across the organization, leveraging AI to increase efficiency while delivering insights to the business. • Partner with accounting, operations, and business leaders to enhance data quality and reporting accuracy. • Support system enhancements and integrations involving NetSuite, Adaptive Planning, and other financial systems. • Drive continuous improvement initiatives that increase efficiency and scalability.
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