FP&A Manager

POSITION OVERVIEW

Reporting to the Sr. Director of FP&A, the FP&A Manager will be responsible for assisting in the company's financial planning, analysis, forecasting, and budgeting processes. This role is pivotal in providing senior management with key financial insights, data-driven recommendations, and ensuring sound decision-making to drive business growth and profitability. The FP&A Manager will work closely with cross-functional teams to provide financial guidance and support strategic initiatives. Routeware is a high-growth private equity owned software company (SaaS).

RESPONSIBILITIES

1. Financial Planning & Budgeting:

·Support the annual budgeting process, working closely with department heads and senior leadership to develop comprehensive financial plans.

·Coordinate and manage financial forecasts on a regular basis (monthly), ensuring alignment with business objectives.

·Monitor and assess the performance of actual financial results against budgets and forecasts, providing variance analysis.

2. CARR/ARR Reporting

·Lead the reporting process for Contracted ARR (CARR) and ARR

·Work closely with Sales leadership to understand the process and build reports in Salesforce to extract information needed for monthly reporting and forecasting.

·High visibility area – opportunity to make this your own.

3. Financial Analysis & Reporting:

·Prepare monthly, quarterly, and annual financial performance reports for external parties and senior leadership.

·Conduct financial modeling, scenario analysis, and sensitivity analysis to support business decisions.

·Provide actionable insights based on data analysis to improve profitability, cost efficiency, and performance.

4. Strategic Support:

·Partner with business leaders to provide financial insights and recommendations on key strategic initiatives, investments, and projects.

·Assist in M&A (Mergers and Acquisitions) due diligence and integration planning, if applicable.

5. Process Improvement & Efficiency:

·Identify and drive process improvements to enhance financial reporting accuracy and timeliness.

·Work to standardize financial reporting tools, methodologies, and processes to ensure consistency across the organization.

6. Cross Departmental Collaboration:

·Collaborate with various departments (Sales, Marketing, Operations, etc.) to collect financial data and provide insights to optimize resource allocation.

·Work closely with accounting team to ensure financial data accuracy and alignment with budget.

QUALIFICATIONS

Education:

·Bachelor’s degree in Finance, Accounting, Economics, or a related field. MBA or CPA/CFA preferred.

Experience:

·5-8 years of relevant experience in FP&A, financial analysis, or a similar role, preferably in a corporate or high-growth environment.

·Experience in budgeting, forecasting, financial modeling, and performance analysis.

·Prior experience working in a SaaS company required.

·Experience working in a high-growth environment.

·PE/VC backed company experience preferred

·Familiarity with ERP and financial planning systems (hands on experience with Salesforce, Intacct & Adaptive Insights a plus).

Skills:

·Advanced proficiency in Excel, including financial modeling, pivot tables, and complex formulas.

·Strong knowledge of financial concepts, accounting principles, and business operations.

·Excellent communication skills with the ability to present complex financial data to non-financial stakeholders.

·Strong analytical and problem-solving skills, with the ability to synthesize large amounts of data and present clear insights.

Personal Attributes:

·Detail-oriented and able to work with large datasets while maintaining accuracy.

·Ability to manage multiple projects and deadlines in a fast-paced environment.

·Strategic thinking with a proactive approach to problem-solving.

·Collaborative team player with leadership potential.

BENEFITS

• Comprehensive benefits (medical with HSA option, vision, dental, and life insurance)
• Paid parental leave
• Medical and Dependent FSA
• 401K match
• Unlimited PTO
• Ten company holidays
• 1 Volunteer day
• Summer Friday's
  
  Routeware is an Equal Opportunity Employer and prohibits all forms of discrimination or harassment. At Routeware, we are committed to the principle of equality, and all employment decisions are based on job requirements, business needs, and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate.