Senior Manager, Financial Analysis

ProfilHQ; United States; On-site; USD 180,000 - 250,000; Full time

Job summary

Socure is hiring a Senior Manager in FP&A to lead top-line budgeting, forecasting, and strategic planning in a fast-growing SaaS environment. You will own models, KPIs, and partnerships with go-to-market leaders while guiding cross-functional initiatives to elevate financial performance.

The role demands extensive modeling, ERP/BI tool proficiency, and a track record of mentoring analysts. A fast-paced, ownership-driven culture awaits.

Qualifications

• Bachelor's in Finance/Accounting/Economics or similar field.
• MBA or CPA strongly preferred.
• 8+ years of experience in Investment Banking, Private Equity, Accounting, FP&A or Corporate Finance at high-growth tech/VC-backed company.
• 3+ years in a people-management role with leadership skills.
• Proven financial modeling capabilities and strategic process improvement.
• Experience with NetSuite, Salesforce, Tableau or similar tools.

Responsibilities

• Build, improve, and maintain complex financial models for revenue, ARR, CAC, and more.
• Monitor KPIs and report insights to leadership and board.
• Serve as strategic advisor to Go-to-Market with data-driven plans.
• Lead cross-functional FP&A, accounting, and revenue ops process improvements.
• Automate analyses and forecasts in BI tools for real-time reporting.
• Support high-impact strategic initiatives including M&A diligence.

Skills

Financial modeling

People management

Data analysis

Strategic planning

Forecasting

Excel

ERP systems

AI analytics

Financial reporting

Business partnering

Education

Bachelor's in Finance

MBA or CPA

Tools

NetSuite

Salesforce

Tableau

AI tools

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.