Go-To-Market Finance Manager

Transact Campus; St. Louis (MO); Remote; USD 80,000 - 120,000; Full time

Job summary

An innovative firm is seeking a detail-oriented Go-To-Market Finance Manager to join its Corporate FP&A team. This strategic role involves partnering with sales and marketing leadership to ensure investments align with financial goals. The ideal candidate will excel in financial analysis, modeling, and translating complex data into actionable insights. With a focus on collaboration and data integrity, you'll play a key role in driving business performance and supporting decision-making processes. Join a dynamic team dedicated to enhancing the student experience across various sectors.

Qualifications

• 5-10 years in financial analysis and modeling, preferably in SaaS or tech sectors.
• Proficiency in financial modeling and advanced Excel.

Responsibilities

• Conduct in-depth financial analysis to evaluate company performance.
• Create data-driven recommendations to support business decision-making.

Skills

Financial Analysis

Financial Modeling

Data Management

Analytical Skills

Communication

Attention to Detail

Teamwork

Education

Bachelor's degree in Finance, Accounting, or Economics

MBA or certifications (CFA, CPA)

Tools

Advanced Excel

ERP software (NetSuite)

Financial planning tools

Job description

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Who We Are: CBORD and Transact have come together as industry leaders in integrated technology solutions, powering housing, access, foodservice, nutrition, eCommerce, card systems, and innovative payment, mobile credential, and commerce solutions. Our technology supports K-12 and higher education, healthcare, senior living, and business campuses, creating connected campus experiences that simplify operations and enhance lives. With a mobile-centric ecosystem and partnerships with over 1,750 institutions, we are dedicated to improving the student experience across all aspects of campus life.

We are currently seeking qualified candidates for Go-To-Market Finance Manager. Please see the details below.

Title:

Go-To-Market Finance Manager

Location:

Remote within the US

Job Overview:

Following the recent merger of Transact and CBORD, we are looking for a detail-oriented and strategic Go-To-Market Finance Manager to join our Corporate FP&A team. This role acts as a strategic partner to sales and marketing leadership, ensuring investments align with financial goals and deliver measurable ROI. The ideal candidate will have strong analytical skills, experience in financial modeling, financial planning and analysis, and the ability to translate complex data into actionable insights.

Key Responsibilities

1. Financial Analysis & Modeling: Conduct in-depth financial analysis to evaluate company performance, including variance, trend, and scenario analyses.
2. Sales and Marketing Analytics: Develop analytical packages to monitor and report on sales and marketing spend against budgets and KPIs.
3. Data Management: Ensure accuracy and integrity of analytical data supporting finance and S&M analytics.
4. Business Decision Support: Create data-driven business recommendations to support decision-making, including performance analyses, benchmarking, and ROI assessments.
5. Financial Forecasting & Planning: Collaborate with cross-functional teams to structure budgets, forecasts, and long-term plans, providing key inputs for financial forecasting.
6. Ad Hoc Analysis: Provide financial analysis for special projects, strategic initiatives, and business cases.
7. Collaboration: Work closely with leadership, sales, marketing, and general managers to gather data and insights.

Qualifications

• Education: Bachelor's degree in Finance, Accounting, Economics, or related field. MBA or certifications (CFA, CPA) are a plus.
• Experience: 5-10 years in financial analysis and modeling, preferably in SaaS or tech sectors. Experience in professional services like banking or consulting is desirable.
• Technical Skills: Proficiency in financial modeling, advanced Excel, ERP software (preferably NetSuite), and financial planning tools. Strong modeling experience is a plus.
• Analytical Skills: Strong problem-solving skills with the ability to synthesize complex data into insights.
• Communication: Excellent written and verbal communication skills for presenting financial data to non-financial stakeholders.
• Attention to Detail: High accuracy and meticulousness.
• Teamwork: Ability to work collaboratively in a fast-paced environment with a proactive approach.

Preferred Qualifications

• Experience supporting sales and marketing metrics, channels, and attribution models.
• Deep understanding of SaaS metrics like MRR, ARR, CAC, retention, churn, and renewal rates.
• Proactive approach to improving financial processes and systems.

Note: Compensation varies based on location, skills, and experience, with potential bonuses, equity, or commissions.

Transact + CBORD are equal opportunity employers, committed to diversity and inclusion.

As of Aug. 20, 2024, Transact and CBORD merged to enhance innovation across education, healthcare, and corporate markets. More info can be found in our news releases.

This role involves handling PHI/SPI and complying with applicable laws and policies.