Investment Banking Analyst providing analytical support across mergers and acquisitions and public offerings. Engaging in meaningful work and gaining hands - on experience in financial advisory services.
About the role
- Senior Manager in FP&A overseeing topline revenue and leading corporate FP&A processes at InvoiceCloud. Collaborating with finance leadership for strategic decisions and reporting.
Responsibilities
- Oversee the topline revenue function for InvoiceCloud while leading key Corporate FP&A processes
- Provide day-to-day guidance and oversight to the Revenue FP&A team member responsible for revenue forecasting
- Partner closely with senior Finance leadership on strategic decisions and management reporting
- Lead the annual budgeting process by partnering with cross-functional business partners to develop actionable assumptions and track progress throughout the year
- Drive the monthly re-forecasting process, maintaining forecast integrity and aligning inputs from functional leaders and the executive team
- Deliver financial analytics and monthly reporting activities by leveraging systems and new processes to streamline routine and ad hoc reporting
- Develop a repeatable cash flow and balance sheet forecasting cadence while improving efficiency in current processes
- Serve as the primary reviewer and thought partner to the Revenue FP&A team member, providing direction, quality review, and guidance
- Own revenue-related commentary in monthly and quarterly reporting packages
- Manage and mentor a team, fostering a culture of ownership, continuous improvement, and high-quality output
- Lead the Revenue Flash and KPI reporting process (Bookings, Go-Lives, Transactions, NRR), ensuring accurate and timely delivery
- Support strategic growth planning through long-term revenue modeling and multi-year planning frameworks
- Provide data-driven analysis and recommendations to senior leadership for strategic decision-making
- Identify opportunities for improvement across forecasting, reporting, and cash modeling processes and implement measurable enhancements
- Partner with Sales and GTM leadership on revenue assumptions, pipeline, go-live timelines, and KPI trends
- Coordinate across GTM, Accounting, and FP&A to deliver accurate revenue reporting and insights
- Lead and/or support quarterly reporting processes including QBR/BoD materials, lender reporting, and executive reporting deliverables
- Collaborate with FP&A business partners, consultants, and system stakeholders to enhance Adaptive Planning and financial systems
- Identify and implement AI-driven or automated solutions (e.g., forecasting models, reporting generation, anomaly detection) to improve FP&A accuracy, speed, and scalability
Requirements
- Minimum of 8 years of experience in Financial Planning & Analysis, with demonstrated success in team leadership and business partnership
- Proven experience in topline / revenue FP&A, including ownership of revenue forecasting, KPI reporting, and cross-functional business partner relationships
- Experience managing or mentoring a team, with a track record of developing talent and driving high-quality output
- FinTech, Software, or SaaS experience strongly preferred; familiarity with subscription revenue models, cohort analysis, or payments is a plus
- Bachelor’s degree in Accounting, Finance, or a related field
- Self-motivated problem solver with a bias for action and a continuous improvement mindset
- Excellent verbal and written communication skills with the ability to synthesize information into insights and recommendations
- Outstanding analytical skills with the ability to derive actionable insights from complex data
- Demonstrated track record of partnership with all levels of an organization
- Strong interpersonal skills and ability to build trusted relationships across the organization
- High level of emotional intelligence and self-awareness
- Experience with Adaptive Planning is a plus.
Benefits
- Medical, dental, vision, life & disability insurance
- 401(k) plan with company match
- Flexible Time Off (FTO), wellbeing days, paid holidays, and summer Fridays
- Mental health resources
- Paid parental leave & Backup Care
- Tuition reimbursement
- Employee Resource Groups (ERGs)
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