Responsibilities
- Own recurring ARR, revenue, and operational reporting across the Industrials Division
- Lead monthly and quarterly forecasting processes, including variance analysis and executive reporting packages
- Analyze SaaS performance metrics including ARR, retention, bookings, churn, margins, and operating leverage
- Support multi-business unit financial consolidation and performance analysis
- Build and maintain financial models used for planning, forecasting, and operational decision-making
- Partner with divisional leadership to identify risks, opportunities, and performance improvement initiatives
- Assist with acquisition onboarding and post-acquisition financial integration efforts
- Improve reporting processes, data quality, and financial visibility across acquired businesses
- Support budgeting, strategic planning, and board/investor-related financial analysis
- Work cross-functionally with accounting, operations, data, and executive leadership teams
- Help drive process standardization and change management initiatives across portfolio companies
Requirements
- 5+ years of progressive finance, FP&A, or strategic finance experience
- Prior experience supporting SaaS or software businesses required
- Experience working within multi-entity or multi-business unit environments
- Strong understanding of SaaS metrics including ARR, retention, margin analysis, and forecasting
- Experience with Workday Adaptive Planning / Adaptive Insights required
- Advanced financial modeling and analytical skills
- Strong Excel and financial systems experience
- Ability to operate effectively in a fast-moving, high-accountability environment with competing priorities
- Strong communication and executive presentation skills
- Self-starter mentality with a willingness to dive into details while maintaining strategic perspective
Nice to Have
- Experience supporting acquisition integration, M&A environments, or private equity-backed organizations strongly preferred
