FP&A Manager

Routeware, Inc.; United States; Remote; USD 80,000 - 120,000; Full time

Job summary

An established industry leader is seeking a dynamic FP&A Manager to drive financial planning and analysis within a high-growth SaaS environment. This role is crucial for providing senior management with key financial insights and data-driven recommendations. You'll collaborate with cross-functional teams, support strategic initiatives, and enhance financial reporting processes. Join a vibrant and innovative team dedicated to making a positive environmental impact while enjoying a collaborative and fast-paced work culture. If you're passionate about finance and eager to contribute to meaningful projects, this opportunity is perfect for you.

Benefits

Comprehensive medical benefits

Paid parental leave

401K match

Unlimited PTO

Summer Fridays

Ten company holidays

Qualifications

• 5-8 years of experience in FP&A or financial analysis in a corporate environment.
• Advanced proficiency in Excel and strong knowledge of financial concepts.

Responsibilities

• Support annual budgeting and coordinate regular financial forecasts.
• Prepare financial performance reports and conduct financial modeling.

Skills

Excel

Financial Modeling

Analytical Skills

Communication Skills

Problem-Solving Skills

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

MBA or CPA/CFA

Tools

Salesforce

Intacct

Adaptive Insights

Job description

Routeware is the industry leader in providing software and data analysis that enables public and private enterprises to improve the effectiveness of their waste and recycling programs. Our solutions help organizations save time and money, increase efficiency, improve safety and help make our world a greener place.

Based in Portland, Oregon, the company employs a distributed team across North America and the UK. Our brands, products, and services provide an all-in-one platform to municipal and private waste haulers and other fleet services. As part of an essential and growing industry, we seek solution-oriented team players who want to positively impact the environment. Our work environment is collaborative, dynamic, fast-paced, and fun with a strong appreciation for innovation and initiative.

POSITION OVERVIEW

Reporting to the Sr. Director of FP&A, the FP&A Manager will be responsible for assisting in the company's financial planning, analysis, forecasting, and budgeting processes. This role is pivotal in providing senior management with key financial insights, data-driven recommendations, and ensuring sound decision-making to drive business growth and profitability. The FP&A Manager will work closely with cross-functional teams to provide financial guidance and support strategic initiatives. Routeware is a high-growth private equity owned software company (SaaS).

RESPONSIBILITIES

1. Financial Planning & Budgeting:
   • Support the annual budgeting process, working closely with department heads and senior leadership to develop comprehensive financial plans.
   • Coordinate and manage financial forecasts on a regular basis (monthly), ensuring alignment with business objectives.
   • Monitor and assess the performance of actual financial results against budgets and forecasts, providing variance analysis.
2. CARR/ARR Reporting:
   • Lead the reporting process for Contracted ARR (CARR) and ARR.
   • Work closely with Sales leadership to understand the process and build reports in Salesforce to extract information needed for monthly reporting and forecasting.
   • High visibility area – opportunity to make this your own.
3. Financial Analysis & Reporting:
   • Prepare monthly, quarterly, and annual financial performance reports for external parties and senior leadership.
   • Conduct financial modeling, scenario analysis, and sensitivity analysis to support business decisions.
   • Provide actionable insights based on data analysis to improve profitability, cost efficiency, and performance.
4. Strategic Support:
   • Partner with business leaders to provide financial insights and recommendations on key strategic initiatives, investments, and projects.
   • Assist in M&A (Mergers and Acquisitions) due diligence and integration planning, if applicable.
5. Process Improvement & Efficiency:
   • Identify and drive process improvements to enhance financial reporting accuracy and timeliness.
   • Work to standardize financial reporting tools, methodologies, and processes to ensure consistency across the organization.
   • Collaborate with various departments (Sales, Marketing, Operations, etc.) to collect financial data and provide insights to optimize resource allocation.
   • Work closely with accounting team to ensure financial data accuracy and alignment with budget.

QUALIFICATIONS

Education:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field. MBA or CPA/CFA preferred.

Experience:

• 5-8 years of relevant experience in FP&A, financial analysis, or a similar role, preferably in a corporate or high-growth environment.
• Experience in budgeting, forecasting, financial modeling, and performance analysis.
• Prior experience working in a SaaS company required.
• Experience working in a high-growth environment.
• PE/VC backed company experience preferred.
• Familiarity with ERP and financial planning systems (hands-on experience with Salesforce, Intacct & Adaptive Insights a plus).

Skills:

• Advanced proficiency in Excel, including financial modeling, pivot tables, and complex formulas.
• Strong knowledge of financial concepts, accounting principles, and business operations.
• Excellent communication skills with the ability to present complex financial data to non-financial stakeholders.
• Strong analytical and problem-solving skills, with the ability to synthesize large amounts of data and present clear insights.

Personal Attributes:

• Detail-oriented and able to work with large datasets while maintaining accuracy.
• Ability to manage multiple projects and deadlines in a fast-paced environment.
• Strategic thinking with a proactive approach to problem-solving.
• Collaborative team player with leadership potential.

BENEFITS

• Comprehensive benefits (medical with HSA option, vision, dental, and life insurance)
• Paid parental leave
• Medical and Dependent FSA
• 401K match
• Unlimited PTO
• Ten company holidays
• Summer Fridays

Routeware is an Equal Opportunity Employer and prohibits all forms of discrimination or harassment. At Routeware, we are committed to the principle of equality, and all employment decisions are based on job requirements, business needs, and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate.