Finance Manager, Tech and G&A

Reltio, Inc.; United States; On-site; USD 100,000 - 150,000; Full time

Job summary

Reltio, Inc. is seeking a Finance Manager to drive financial planning, forecasting, and operational excellence across Product, Technology, and G&A. You will lead the team in building robust models and partnering with senior leadership to influence strategic decisions.

Ideal candidates bring 5+ years in FP&A, strong communication, and experience in SaaS/tech finance. This role offers a high-impact, cross-functional leadership path in a fast-paced enterprise software environment.

Qualifications

• Bachelor's degree in Business, Accounting, Finance, Economics, Math or related field.
• MBA or CFA preferred.
• Advanced financial modeling and scenario analysis proficiency.

Responsibilities

• Act as a strategic advisor to executive leadership to drive growth and efficiency.
• Lead FP&A across Product, Technology, and G&A with scalable processes.
• Build and maintain financial models including gross margin analysis, cost optimization, and investment analysis.
• Partner with business unit leaders to assess financial risks and opportunities.
• Manage monthly P&L reviews with variance analysis and executive reporting.
• Drive KPI tracking and analytics for actionable insights by senior leadership.
• Improve financial operations through automation and process enhancements.

Skills

FP&A

SaaS finance

Adaptive Insights

NetSuite

Tableau

Excel modeling

Leadership

Communication

Scenario analysis

Education

Bachelor's degree in Business, Accounting, Finance, Economics, Math

MBA or CFA preferred

Tools

Tableau

NetSuite

Adaptive Insights

Excel

Job description

At Reltio®, an SAP Company, we believe data should fuel your success in the enterprise AI era. Our Context Intelligence Platform turns fragmented data into a trusted, connected context so AI agents and systems can act with expert-level judgement at enterprise scale. Reltio’s cloud-native SaaS platform harmonizes, unifies, and governs data across sources and formats—including unstructured data—in real time, turning them into data assets that can be mobilized in milliseconds to any application, user, or AI agent. Trusted by more than 200 of the world’s largest brands across industries such as life sciences, financial services, healthcare, and technology, we fuel frictionless operations and help enterprises accelerate innovation and reduce risk.

At Reltio, our values guide everything we do. With an unyielding commitment to prioritizing our “Customer First”, we strive to ensure their success. We embrace our differences and are “Better Together” as One Reltio. We are always looking to “Simplify and Share” our knowledge when we collaborate to remove obstacles for each other. We hold ourselves accountable for our actions and outcomes and strive for excellence. We “Own It”. Every day, we innovate and evolve, so that today is “Always Better Than Yesterday”. If you share and embody these values, we invite you to join our team at Reltio and contribute to our mission of excellence.

Reltio has earned numerous awards and industry and analyst recognition for our technology, our culture, and our people. Reltio was founded on a distributed workforce and offers flexible work arrangements to help our people manage their personal and professional lives. If you’re ready to work on unrivaled technology where your desire to be part of a collaborative team is met with a laser-focused mission to enable digital transformation with connected data, let’s talk!

Job Summary:

Reporting to the Vice President of Finance, the Finance Manager will play a strategic leadership role in driving financial planning, forecasting, and operational excellence across Product, Technology, and G&A functions. This role requires deeper financial expertise, stronger cross-functional leadership, and a more strategic focus on business impact. The ideal candidate will have exceptional analytical and modeling skills, a strong ability to communicate financial insights, and experience partnering with senior leadership to drive company-wide financial initiatives.

Job Duties and Responsibilities:

• Act as a key financial advisor to executive leadership, providing strategic insights and recommendations to drive business growth and efficiency.
• Lead the financial planning, budgeting, and forecasting process across Product, Technology, and G&A with a focus on scalability and long-term sustainability.
• Create and maintain financial models that drive decision-making, including customer gross margin analysis, cost optimization, and investment analysis.
• Partner closely with business unit leaders to assess financial risks and opportunities, ensuring alignment with corporate objectives.
• Manage the monthly P&L review process, including in-depth variance analysis, scenario planning, and executive-level reporting.
• Drive enhancements in KPI tracking and business analytics, ensuring actionable insights are delivered to senior leadership.
• Improve financial operations through automation, process refinement, and system enhancements to support data-driven decision-making.
• Collaborate with cross-functional teams to evaluate new business opportunities, including pricing strategy, market expansion, and investment initiatives.

Skills You Must Have:

• Minimum of 5+ years of experience in Financial Planning & Analysis (FP&A), with a strong preference for SaaS or technology industries.
• Bachelor’s degree in Business, Accounting, Finance, Economics, Math, or a related field; MBA or CFA preferred.
• Advanced financial modeling, scenario analysis proficiency in financial systems such as Adaptive Insights, NetSuite, Tableau, and Excel modeling.
• Strong leadership skills with the ability to influence and engage with senior executives.
• Excellent communication and presentation skills to translate complex financial data into strategic recommendations.
• Experience in managing large-scale financial planning processes, including multi-year forecasting and investment strategies.
• Ability to thrive in a fast-paced environment, managing multiple priorities while maintaining high attention to detail.
• Prior experience in Product, Technology, and Customer Success finance functions is a plus.
• Ability to navigate through complex matrix organization structure and approval process

Skills That Are Nice to Have:

• Utilizing AI tools such as Claude, OpenAI or others to build automate and improve finance tasks and processes

At Reltio, we carefully consider a wide range of compensation factors to determine your personal top of market. We rely on market indicators to determine compensation and your specific job family, background, skills, and experience to get it right. These considerations can cause your compensation to vary and will also be dependent on your location.

Overall Market Range

$100,000 - $150,000 USD

Reltio is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Reltio is committed to working with and providing reasonable accommodation to applicants with physical and mental disabilities.