Financial Planning & Analysis Manager

Otelier; United States; On-site; USD 100,000 - 150,000; Full time

Job summary

Otelier is seeking a Financial Planning & Analysis Manager to enhance its financial strategies and SaaS metrics. This role involves analyzing and reporting on key financial data to support growth in a dynamic environment. The right candidate will have strong proficiency in Excel, a solid understanding of SaaS businesses, and excellent analytical skills. Join us in transforming hotel operations through data-driven insights.

Benefits

Flexible hybrid and WFH options

401k Plan with company match

Flexible PTO policy

Comprehensive Medical, Dental & Vision plans

Paid parental leave

Company paid benefits (LTD, STD, life insurance)

Qualifications

• 3-4+ years relevant professional experience in tech finance, investment banking, or similar.
• Experience at a SaaS company is strongly preferred.
• Strong understanding of SaaS pricing and sales metrics.

Responsibilities

• Develop key financial analysis and insights for growth plans.
• Manage quarterly forecasting and annual budgeting.
• Drive detailed analytical modeling and business insights.

Skills

Advanced Excel skills

Analytical skills

Interpersonal skills

Business acumen

Attention to detail

Communication

Education

Bachelor's degree in Finance or Accounting

Tools

Salesforce

NetSuite

Planful

Workday

Adaptive

Vena

Job description

Join to apply for the Financial Planning & Analysis Manager role at Otelier

Join to apply for the Financial Planning & Analysis Manager role at Otelier

Description

At Otelier, we put data and efficiency at the heart of hotel operations so hoteliers can return to hospitality. As the hospitality software behind every great host, we provide the tools to automate back-office tasks, streamline budgeting and forecasting, and offer crystal-clear insights into property or portfolio performance. Embrace the opportunity to be part of a transformative journey with Otelier, where we harness data to optimize operations, facilitate decision-making, and automate the mundane. This is not just a career—it's a chance to shape the future of hospitality, making data work for the industry, not the other way around.

Description

At Otelier, we put data and efficiency at the heart of hotel operations so hoteliers can return to hospitality. As the hospitality software behind every great host, we provide the tools to automate back-office tasks, streamline budgeting and forecasting, and offer crystal-clear insights into property or portfolio performance. Embrace the opportunity to be part of a transformative journey with Otelier, where we harness data to optimize operations, facilitate decision-making, and automate the mundane. This is not just a career—it's a chance to shape the future of hospitality, making data work for the industry, not the other way around.

Otelier is seeking a Financial Planning & Analysis Manager. We are looking for an enthusiastic self-starter, who is excited about using advanced Excel skills to create insightful analyses. This is a unique opportunity for a finance professional with strong analytic, interpersonal skills and business acumen to provide insight and analysis to support the growth in our business. The individual we seek should have a thorough understanding of SaaS business and will be responsible for advanced pricing and licensing modeling and sales and marketing data analytics. This is a highly visible, high impact and cross- functional position in a high-growth and dynamic business environment. The position will report directly to our Senior Director, Finance.

Responsibilities

• Proactively develop key financial analysis and insights to help enable to company to meet its monthly, quarterly and annual targets and 5-year growth plans.
• Track key SaaS metrics / KPI’s and leverage those relevant metrics to drive data-informed decision making for revenue operations and cost allocations
• Manage quarterly forecasting, annual budget and monthly reporting – including but not limited to bookings, revenue, cash, EBITDA, etc.
• Lead through change and support adoption of technology for automated reporting and better business insights
• Update and redesign (if necessary) ongoing reporting and analysis working in partnership with the company’s financial sponsors, CEO, CFO and executive leadership team.
• Drive detailed analytical modeling, including summarizing large amounts of data to determine trends and projections.
• Develop pricing analyses to assist in determining go-to market strategies and optimizing ARR growth and LTV / CAC.
• Act as the trusted business advisor to the functional budget owners providing data and high-quality easy to understand analysis that helps inform resource and investment allocation decisions.
• Work closely with the Senior Director (Finance), CEO and private equity sponsor on high-profile, strategic and operational initiatives developing and presenting informed recommendations.
• Support M&A opportunities that arise including modeling, diligence and integration activities.
• Support presentation of our quarterly Board of Director materials with a constant focus on improving the quality of the materials.
  
  
  

Requirements

• Bachelor's degree in Finance or Accounting.
• 3-4+ years relevant professional experience (tech finance, investment banking, private equity, consulting, accounting).
• Experience at a SaaS company or investing is strongly preferred.
• Strong understanding of SaaS pricing, sales and marketing metrics and ability to create meaningful detailed analysis to inform decision making.
• Significant experience with developing financial models to support key strategic initiatives; Advanced Microsoft Excel skills, including pivot tables and complex formulas.
• Highly organized, detail-oriented, flexible team-player who can partner with all functions of the business.
• Solid understanding of technical accounting principles – especially those pertaining to the SaaS industry.
• Detail oriented and well-organized with the ability to work independently in a fast paced, high growth environment.
• Strong attention to detail and accuracy.
• Superior written and verbal communicator, comfortable interacting with a variety of audiences within the organization.
• Working knowledge of Salesforce, NetSuite, and corporate performance management technologies (e.g., Planful, Workday, Adaptive , Vena, etc.) is strongly preferred.
  
  
  

What We Offer (US Benefits)

• A global workforce with flexible hybrid and WFH options.
• 401k Plan (Traditional & Roth) with company match.
• Flexible PTO policy to refresh & recharge.
• Comprehensive Medical, Dental & Vision plans for you and your dependents.
• Paid parental leave when expanding your family.
• Additional company paid benefits, such as LTD, STD, and life insurance to give you peace of mind for life’s unexpected moments.
  
  
  

This position offers a base compensation range of $100,000 to $150,000. This range represents the potential compensation for this role, with actual pay varying based on factors such as the location, skills, experience, and qualifications. Compensation may vary from the stated range. This information is provided to applicants in accordance with state and local laws.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Hospitality

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