Job Summary

Responsibilities

Lead the annual budgeting, quarterly forecasting, and long-term financial planning processes

Administer Percona’s financial planning tool, including financial model development and ongoing maintenance

Prepare financial reporting packages including budget/forecast to actual analyses, management presentations, and SAAS metrics.

Provide insight on revenue expenses, and headcount resources to budget owners

Identify and lead initiatives to continuously improve, automate, and scale forecasting and reporting tools, processes, and methodologies

Work with budget owners to incorporate investment needs responsibly and support strategic decision making with “what if” and “scenario” analyses

Report on trends and analysis, highlighting areas of opportunity for margin improvement, business growth and increased profitability

Identify and track key performance metrics pertaining to business operations, competitors, benchmarking, etc.

Understand the drivers of each business unit/product line and support leaders with modeling efforts and analyses

Strengthen the month end close by identifying missing accruals

Partner with Accounting, Human Resources, and Revenue Operations teams to ensure seamless and cohesive reporting and analysis

Perform due diligence on financial planning tool upgrade and/or replacement

Support Controller and CFO projects and analyses as required

Your Experience

5+ years’ experience as a Senior Financial Analyst with high growth, software/tech companies

BSBA degree in Accounting, Economics, Finance, or Statistics

Superior skillset using best in class EPMs (Adaptive, Anaplan, etc), ERPs (Intacct, Netsuite, etc.), and CRM (Salesforce)

Advanced to expert knowledge of Excel and Google Sheets

SaaS and/or recurring revenue model experience

Thorough understanding of software industry metrics (bookings, pipeline, ARR, MRR, retention rate, churn, CAC, LTV, etc)

Proven skills developing and validating financial models

Hands on, proactive problem-solving expertise

Excellent oral and written communications skills

Consistently meets or beats deadlines

Accustomed to quick pivots based on business needs and priorities