Associate Financial Advisor developing expertise in financial planning and client service while supporting senior advisors at Duncan Financial Group. A role focused on building and managing client relationships and investment portfolios.
About the role
- FP&A Manager focusing on Sales performance and financial planning at Fonoa. Collaborating with leadership to enhance data-driven decision-making and financial outcomes for the company.
Responsibilities
- Partner with leadership and RevOps to surface and structure data across Sales performance, including pipeline dynamics, conversion, forecasting accuracy, and GTM efficiency
- Act as a critical Finance Business Partner to Sales and RevOps, creating alignment across assumptions and driving better commercial decision-making
- Build and maintain forecasting models that combine RevOps and Finance inputs into a single, trusted view of performance and outlook
- Own forward-looking planning capabilities including budgeting, forecasting and investment scenario planning
- Deliver clear reporting and proactive analysis that identifies risks and opportunities early — and translates them into practical actions
- Support VP Finance with leadership and board materials through structured analysis, KPI writeups, and clear financial narratives
- Operationalise forward-thinking ideas by turning them into repeatable processes, cadence, and outputs that improve how the business runs
Requirements
- Solid experience in FP&A / Finance Business Partnering, ideally supporting commercial teams (Sales / GTM / RevOps)
- Understanding of SaaS commercial metrics and ability to work with Sales performance datapoints (pipeline, ARR, bookings, conversion, forecasting)
- Proactive and self-directed - spot what’s missing, take ownership, and drive solutions through to completion
- Ability to bring structure to messy inputs, build credible models, and communicate insights clearly to senior stakeholders
- Strong timeline management skills, balancing speed with accuracy
- Hands-on experience using Finance systems and planning tools
Benefits
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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