Financial Planning & Analysis Manager

Company: ProSites
Location: Moreno Valley
Posted on: January 27, 2023

Job Description:

Our Company ProSites provides digital marketing technology and services to community-based professionals in verticals such as the dental, medical, veterinary, accounting, and legal industries. Across the ProSites, CPASiteSolutions, and PracticeMojo brands, we make it easy for these business professionals to maintain a web presence, attract new customers through digital marketing channels, and communicate with existing customers across the web, texting, chat, and email. The Role As a Financial Planning & Analysis Manager, you will be accountable for the development of the annual operating budget and the associated tracking of performance against plan throughout the year. You will develop and own both revenue and expense forecast models for the company's various business lines. This position will work intimately with the executive leadership team in developing financial models for key strategic projects, reporting on weekly KPI's and provided analysis. Essential Duties:

• Prepare and review financial variances between Actual/Budget/Forecast
• Reconcile transactions by comparing vs. budget, prior year, prior months, investigating variances and correcting data
• Develop and refine key business metrics and drives robust analysis to identify strengths, weaknesses and opportunities, while evaluating possible alternatives and recommending appropriate actions
• Report on weekly KPI's such as ACV (Orders), Recurring revenue, customer and unit rollforwards, attrition rates and customer retention
• Utilize SalesForce and ERP systems (SageIntacct), together with BI tools (Tableau, Power Pivot) for consolidation of data
  • Maintain the company's SAAS Dashboard and provide weekly to management team
    • Build analytical models that utilize both financial and non-financial data to forecast operating results, scenario modeling and trend analysis
    • Work closing with sales operations and marketing to drive meaningful SAAS metrics and corporate KPI's
    • Access SageIntacct general ledger system and financial reporting systems to pull financials for use in trending and forecasting analyses
    • Regular and dependable attendance
    • Other duties assigned by manager Key Skills, Knowledge and Qualifications:
      • Experience in financial modeling, business analysis, FP&A, business integration, analytics
      • Excellent MS Office skills, specifically MS Word and MS Excel (INDEX,VLOOKUP, PIVOT TABLES, NPV, IRR, DATA TABLE, WHAT-IF ANALYSIS)
      • Experience creating financial models, including use of database manipulation (e.g. Tableau, Power Pivot & Excel).
      • Minimum of 5 years of financial analyst experience in software-as-a-service, software, and/or other related technology industries preferred.
      • Bachelor's degree in Finance/Accounting. CPA, ACA, CFA, MBA preferred
      • Prior audit or public accounting experience preferred
        • Experience using Microsoft-Great Plains, SageIntacct, Oracle NetSuite, or Performance Management Software in a corporate environment Benefits:
          • A competitive compensation package
          • Excellent benefits package that includes a 401K match, medical, dental, vision and more
          • Company Events
          • Generous vacation and paid holidays
          • Continuous innovative and educational events The team at ProSites are passionate about their work and are driven by innovation. Our work environment is equal parts casual and professional. We're serious about our business and delivering the best service to our members, but we also make it a priority to keep things fun and exciting. Join the ProSites team, where innovation is the goal, hard work is expected, and creativity is rewarded. PI202069407

Keywords: ProSites, Moreno Valley , Financial Planning & Analysis Manager, Executive , Moreno Valley, California