Senior Manager, Financial Analysis & FP&A Strategy

Socure

Northern (KY)

Hybrid

USD 150,000 - 230,000

Full time

14 days+
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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

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.

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