Responsibilities
- Build and own the rolling 6-quarter financial forecast — this is your most immediate and critical deliverable
- Develop and maintain the annual budget model, monthly reforecast, and variance analysis framework
- Own the EBITDA add-back tracker and proactively identify every permitted adjustment each month without being asked
- Build and maintain ARR bridge, MRR roll-forward, NRR cohort analysis, and CAC and LTV models that tell the business story clearly
- Design and implement a monthly close narrative that translates financial results into board-ready communication within 72 hours of close
- Own the monthly financial package for our PE sponsor, including narrative, variance explanations, and forward outlook
- Build and maintain the management presentation financial materials and the data room infrastructure for the 2027 sponsor transition
- Develop department-level financial reporting that gives operational leaders clear visibility into their P&L without requiring finance translation
- Prepare the Rule of 40, lender-adjusted EBITDA, and ARR-based metrics that sophisticated buyers and lenders will scrutinize
- Partner with the SVP of Commercial, RevOps, and department heads to build financial models that inform real operating decisions
- Own the AI SEO revenue and cost forecast model, including token cost unit economics and margin trajectory by service line
- Build and maintain the headcount and productivity model that tracks revenue per head, cost per head, and gross margin per head across all departments
- Lead the financial analysis behind strategic initiatives including new product launches, pricing changes, and M&A evaluation
- Directly mentor the FP&A Specialist, building their technical modeling capability, financial communication skills, and business acumen
- Partner with the Controller on close process improvements, system automation, and financial controls strengthening
- Build the templates, processes, and documentation that make the finance function less person-dependent over time
Requirements
- 8 to 12 years of FP&A experience with at least 4 years at a PE-backed company
- You have built a rolling multi-quarter forecast from scratch, not just maintained someone else's model
- Deep fluency in SaaS and recurring revenue metrics: ARR, MRR, NRR, churn cohort analysis, CAC, LTV, and Rule of 40
- You have prepared or contributed materially to a PE board package, management presentation, or data room
- Familiarity with NetSuite, Salesforce, and Looker is a strong advantage.
Nice to Have
- Experience with a hybrid revenue model combining recurring services and software is strongly preferred
Benefits
- Flexible Schedule (start your day between 8 and 10 am - when you do your best work!)
- All technology & equipment provided (every FXer receives a tech set-up valued at ~$1500)
- Profit Sharing
- 150% Company Match Of Personal Charity Donations
- Our #FXBuilds program is set to positively impact 10,000 people around the world by 2024 - and every individual FXer’s work directly contributes!
- Supplemental Insurance
- 100% Company Match 401K (up to 4%)
- Generous Paid Time Off
- Employee Wellness Program, including a free FitBit and fitness challenges
- Love to learn? You sound like an FXer! FXLearns Library with hundreds of personal and professional growth books with incentive program to boot
- Humanitarian Trips
- Health/Vision/Dental Coverage, including FSA and HSA options with contribution matching
- New Parent Support
- Merit-based promotions (we promote from within, you will move up and grow here!)
- The opportunity to be part of a passionate, driven team where we pride ourselves on delivering high-quality work that makes a real-world impact for our clients
Work Arrangement
Hybrid
Additional Information
- WebFX covers all travel and lodging for required on-site weeks.
