What are the responsibilities and job description for the Financial Planning & Analysis Manager position at Accertify?
Trusted by many of the largest companies globally, Accertify is the leading digital platform assessing risk across the entire customer journey, from Account Monitoring and Payment Risk to Refund Fraud and Dispute Management. Accertify helps maximize revenues and user experience while minimizing loss and customer friction. We offer ultra-fast decision-making and precise control, ensuring our customers are always confidently in the driver’s seat and ready to #MoveAtTheSpeedOfRight.
Be in the driver’s seat of your career as a Financial Planning & Analysis (FP&A) Manager with the industry leader- and build a career you can trust.
The FP&A Manager plays a critical part in delivering strategic insights that drive business value. By deeply understanding key performance metrics, this position supports both financial and operational strategy. The individual in this role will lead the measurement and analysis of SaaS metrics—such as product and customer margins, profitability, and annual recurring revenue—across products, regions, and customer cohorts. The FP&A Manager will also develop customer-based cohorts, such as by industry, by region, product mix, and by size, to understand and optimize product pricing.
Key Responsibilities:
Why Join Accertify?
At Accertify, we believe in investing in our people. We offer a comprehensive suite of benefits to support your success both professionally and personally:
At Accertify, we’re committed to your success—because when you thrive, we thrive. Are you ready to make an impact? Apply today and be in the driver’s seat of your career.
Be in the driver’s seat of your career as a Financial Planning & Analysis (FP&A) Manager with the industry leader- and build a career you can trust.
The FP&A Manager plays a critical part in delivering strategic insights that drive business value. By deeply understanding key performance metrics, this position supports both financial and operational strategy. The individual in this role will lead the measurement and analysis of SaaS metrics—such as product and customer margins, profitability, and annual recurring revenue—across products, regions, and customer cohorts. The FP&A Manager will also develop customer-based cohorts, such as by industry, by region, product mix, and by size, to understand and optimize product pricing.
Key Responsibilities:
- Partner with department leaders to identify and execute key performance metrics for the business, with a focus on driving value creation
- Help drive the annual three-year planning process, zero-based budgeting process, and monthly forecasting process
- In collaboration with the finance and operations teams and our private-equity owner, develop all revenue and cost KPIs, identifying the key cohorts to be measured and reported on monthly
- Develop early warning signals to alert functional leaders of potential issues
- Provide the monthly variance analysis delivered to all functional leaders monthly, working with all the various company departments responsible for their budget
- Work closely with the CFO, FP&A leader, and private equity investors to support the evaluation and due diligence process for potential acquisition targets, including financial and operational analysis, analysis of assets and liabilities, and collaboration with the PE team in providing key inputs into financial modeling
- Lead the creation and configuration of secure virtual data rooms (VDRs) in preparation for transactions. Ensure data rooms are properly structured and organized to facilitate efficient data sharing, collaboration, and secure access.
- Data Integrity & Cleanliness: Maintain and ensure the accuracy, integrity, and cleanliness of all company reporting data.
- Change Management: Drive change initiatives to improve EBITDA and ensure the company adapts to evolving business needs, technologies, and best practices.
- Bachelor’s degree in finance, accounting, or a related field. MBA, CPA, CFA, or other relevant certifications preferred
- Experience with sales forecasting, pipeline management, and reporting.
- Demonstrated ability to contribute operationally and strategically to the development and execution of business strategies.
- Excellent communication and interpersonal skills, with the ability to convey complex financial information to non-financial stakeholders.
- Proven ability to collaborate effectively with cross-functional teams to integrate financial and people planning seamlessly.
- Ability to handle ambiguity and complex work processes and thrive in a dynamic, growing, and shifting industry and business climate
- Ability to analyze problems, exercise judgment, make sound objective decisions, and implement solutions at both a strategic and functional level
- Hands-on experience with implementation, development, and support experience with NetSuite, Salesforce, and various FP&A systems
- Ability to develop complex financial models but summarize key metrics and conclusions in an executive manner.
- Strong financial and analytical skills, with the ability to interpret complex financial data and provide strategic recommendations, with deep experience in the SaaS industry
- Highly collaborative and results-oriented, with a focus on operational efficiency and performance.
- Comfortable navigating a fast-paced, high-growth environment.
- Exceptional attention to detail and process-oriented mindset.
- Collaborating as a team to raise the bar by enhancing skills and fostering continuous improvement to achieve higher standards of performance and success.
- Potential salary range: $130-160K. The range displayed on each job posting reflects the minimum and maximum target salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training.
- This role is eligible for remote US-based (work-from-home) locations. Chicago-based candidates would work in a hybrid capacity from the Accertify HQ located in Itasca, IL.
- Visa Sponsorship: Employment eligibility to work for Accertify in the U.S. is required, as Accertify will not pursue Visa sponsorship for this position.
Why Join Accertify?
At Accertify, we believe in investing in our people. We offer a comprehensive suite of benefits to support your success both professionally and personally:
- Health & Wellness: Medical, dental, and vision coverage for you and your family.
- Time Off: Paid time off, holidays, and personal days to maintain work-life balance.
- Financial Growth: Competitive pay, 401(k) with company match, and financial planning resources.
- Career Development: Training programs, mentorship opportunities, and growth potential within the company.
- Wellness Support: Mental health resources, fitness perks, and wellness programs.
- Family-Friendly Perks: Parental leave, adoption assistance, and flexible work arrangements.
- Extras & Perks: Commuter benefits, employee discounts, and company-sponsored events.
At Accertify, we’re committed to your success—because when you thrive, we thrive. Are you ready to make an impact? Apply today and be in the driver’s seat of your career.
Salary : $130,000 - $160,000
