What are the responsibilities and job description for the Senior Manager, FP&A position at Segrera Associates?
Our client in Miami is looking for an experienced Corporate Finance Manager to join their organization. The Senior Manager of Finance (FP&A) will report directly to the VP of Finance and will play a role in driving financial strategy and planning. This individual will work closely with senior leaders from Sales, Marketing, and Product teams to align financial insights with business objectives, ensuring that all initiatives are properly supported by actionable financial planning and analysis.
Responsibilities
- Lead the financial planning and analysis process for Go-To-Market functions, driving actionable insights to support business performance and growth.
- Partner with Sales, Marketing, and Product leadership teams to develop and implement financial strategies that support company objectives and optimize resource allocation.
- Analyze investments, including sales forecasts, marketing spends, and customer acquisition strategies, providing insights that support ROI maximization and overall financial performance.
- Manage annual budgeting, quarterly forecasting, and long-term financial planning for the organization, ensuring alignment with the company's financial goals.
- Develop and track KPIs that evaluate the effectiveness of GTM activities and help guide decision-making.
- Work cross-functionally to drive financial discipline within the GTM teams, ensuring that plans are realistic, budget-compliant, and aligned with broader business priorities.
- Design and implement financial models and reporting frameworks to monitor the financial health and operational performance of the GTM teams.
- Present financial findings and recommendations to senior leadership, translating complex data into clear, actionable insights.
- Mentor finance team members and contribute to their development within the company.
Required Qualifications:
- Bachelor's degree in Finance, Accounting, or related field
- Master's degree in Finance and/or CPA is a plus
- 7 years of experience in financial planning & analysis, with at least 3 years of experience in a SaaS or technology environment.
- Proven experience partnering with cross-functional teams (Sales, Marketing, Product) to drive business outcomes and optimize financial performance.
- Strong expertise in financial modeling, forecasting, budgeting, and KPI development.
- Advanced proficiency with financial tools and software, including Excel, financial planning tools, and ERP systems (e.g., NetSuite, Adaptive Insights).
- Understanding of SaaS financial metrics.
- Demonstrated ability to analyze complex financial data and communicate insights to both finance and non-finance stakeholders.
- Strong ability to manage multiple priorities and projects, with a proven track record of executing in a fast-paced environment.
- Excellent problem-solving skills and ability to drive financial and operational improvements.
- High level of proficiency in building and maintaining relationships with senior executives and key stakeholders across departments.
- Experience managing and developing a high-performing team.
