Senior Manager, Financial Analysis

Socure; Northern (KY); Hybrid; USD 150,000 - 230,000; Full time

Job summary

Socure is seeking a highly motivated Senior Manager to lead top-line budgeting, forecasting, and strategic planning in a fast-growing SaaS environment. You will own models, report to the VP of FP&A, and partner with go-to-market leaders across the company to drive data-driven decisions.

Ideal candidates bring 8+ years in financial analysis within tech/VC-backed firms, strong modeling skills, and experience mentoring analysts.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a similar quantitative discipline; MBA or CPA strongly preferred.
• 8+ years of experience in Investment Banking, Private Equity, Accounting, FP&A or Corporate Finance at a high growth technology and/or VC-backed company, including at least 3 years in a people management role.
• Extensive financial modeling experience, with proven capabilities in developing and maintaining complex models, and a track record of driving process improvements.
• High proficiency in financial systems (ERP and planning/reporting tools), Excel, and AI-enabled analytics platforms.
• Experience with NetSuite, Salesforce, Tableau, and other AI tools are a plus.
• Exhibit a strong work ethic with a high sense of urgency and ability to deliver results within tight deadlines.
• Display a high level of curiosity and desire to understand the business at a deep level.
• Strong quantitative skills to interpret data, identify trends, and make data-driven recommendations.
• Exceptional analytical, organizational, and communication skills.
• Commitment to ethical leadership, continuous improvement, and organizational impact.
• Track record of recruiting, mentoring, and developing financial analysts.

Responsibilities

• Financial Modeling: build, improve, and maintain complex financial models used to forecast and report key top-line metrics including revenue, ARR, backlog, NRR, LTV, and CAC.
• Key Metric Reporting: monitor and communicate key performance indicators to business leaders and our board; provide insights to improve growth and identify risks & opportunities.
• Strategic Partnership: act as a strategic advisor to the go-to-market organization with data-driven analysis and action plans.
• Project Management: enhance FP&A, accounting, revenue operations, and business operations; collaborate cross-functionally to improve data quality and self-service reporting.
• Business Analytics: partner with business operations to automate analyses and forecasts in BI tools for scalability and real-time reporting.
• Special Projects & Strategic Initiatives: support ad hoc initiatives including M&A evaluation and capital raises, with modeling and diligence support.

Skills

Financial modeling

Forecasting

Top-line analytics

ERP systems

Excel

Tableau

NetSuite

Salesforce

AI analytics

Leadership

Strategic partnership

M&A evaluation

Communication

Education

Bachelor’s degree in Finance/Accounting/Economics

MBA or CPA preferred

Tools

NetSuite

Salesforce

Tableau

Job description

Why Socure?

Socure is building the identity trust infrastructure for the digital economy — verifying 100% of good identities in real time and stopping fraud before it starts. The mission is big, the problems are complex, and the impact is felt by businesses, governments, and millions of people every day.

We hire people who want that level of responsibility. People who move fast, think critically, act like owners, and care deeply about solving customer problems with precision. If you want predictability or narrow scope, this won’t be your place. If you want to help build the future of identity with a team that holds a high bar for itself — keep reading.

About the role:

Socure is seeking a highly motivated and detail-oriented Senior Manager to support top-line performance, strategic planning, and executive decision-making in a high-growth SaaS environment.

This position reports to the VP of FP&A and works closely with go-to-market leaders and cross-functional stakeholders across the company. You will own top-line budgeting, forecasting, and strategic planning activities. You will play a crucial role in providing accurate and insightful analyses, supporting strategic decision-making processes, and optimizing financial performance.

We are looking for an individual that thrives in fast-paced environments and is passionate about financial modeling, building a business, and driving continuous improvement.

What you’ll do

• Financial Modeling: build, improve, and maintain complex financial models used to forecast and report key top-line metrics including revenue, annual recurring revenue (ARR), backlog, net dollar retention, lifetime value (LTV), and customer acquisition costs (CAC). Responsible for the models’ core assumptions, quality, accuracy, and timeliness.

• Key Metric Reporting: monitor and communicate key performance indicators to business leaders and our board of directors. Provide insights and recommendations to improve growth performance while identifying risks & opportunities.

• Strategic Partnership: act as a strategic advisor to the go-to-market organization by providing data-driven analysis and action plans.

• Project Management: take a proactive approach to enhance processes across FP&A, accounting, revenue operations, and business operations. Collaborate cross-functionally to improve data quality, analytics capabilities, and self-service reporting.

• Business Analytics: Partner with business operations to automate analyses and forecasts in our BI tools to enable scalability and real-time reporting to business leaders.

• Special Projects & Strategic Initiatives: Support ad hoc high-impact strategic initiatives including M&A evaluation and primary and secondary capital raises, including financial modeling and diligence support.

What you bring

• Bachelor’s degree in Finance, Accounting, Economics, or a similar quantitative discipline; MBA or CPA strongly preferred.

• 8+ years of experience in Investment Banking, Private Equity, Accounting, FP&A or Corporate Finance at a high growth technology and/or VC-backed company, including at least 3 years in a people management role.

• Extensive financial modeling experience, with proven capabilities in developing and maintaining complex models, and a track record of driving process improvements.

• High proficiency in financial systems (ERP and planning/reporting tools), Excel, and AI-enabled analytics platforms.

• Experience with NetSuite, Salesforce, Tableau, and other AI tools are a plus.

• Exhibit a strong work ethic with a high sense of urgency and ability to deliver results within tight deadlines.

• Display a high level of curiosity and desire to understand the business at a deep level.

• Strong quantitative skills to interpret data, identify trends, and make data-driven recommendations.

• Exceptional analytical, organizational, and communication skills.

• Commitment to ethical leadership, continuous improvement, and organizational impact.

• Track record of recruiting, mentoring, and developing financial analysts.

Socure is an equal opportunity employer that values diversity in all its forms within our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. If you need an accommodation during any stage of the application or hiring process—including interview or onboarding support—please reach out to your Socure recruiting partner directly.

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