Investment Banking Associate at KeyBanc Capital Markets supports advisory and capital mandates. Collaborates with industry bankers and executes various analyses and presentations.
About the role
- Director of FP&A leading financial planning and analysis for a technology company. Overseeing revenue performance and budget cycles at SiteMinder, a leader in hotel commerce.
Responsibilities
- Lead and develop a team of three FP&A analysts, setting high standards for analytical quality, accuracy and commercial insight.
- Foster a culture of curiosity, disciplined execution and continuous improvement across forecasting, reporting and business partnering.
- Run the monthly and quarterly performance cycle, delivering clear analysis of revenue, EBITDA, cash flow and key operating drivers.
- Present monthly financial results and insights at the Executive Team Review, providing a concise explanation of the “what,” “why,” and “so what.”
- Ensure the integrity and reliability of Adaptive (Workday), including spot and constant-currency forecasting and strong model governance.
- Partner with GTM teams to maintain high-quality forecast models by geography and segment, ensuring accuracy, consistency and robust driver logic.
- Own the Annual Budget Cycle end-to-end, coordinating functional and regional inputs, challenging assumptions, and preparing materials for Executive and Board approval.
- Oversee monthly cost control processes and stakeholder engagement, ensuring budget ownership and financial accountability across the business.
- Drive disciplined cost management that links investment decisions to growth, revenue and long-term value creation.
- Oversee preparation of the monthly Board Pack, including financial slides and narrative explaining performance against Budget and prior periods.
- Provide ad hoc financial analysis—and coach the analyst team—to support strategic decision-making, including unit economic metrics such as LTV/CAC, NRR, payback periods and ROI on growth initiatives.
Requirements
- Extensive post-qualification experience in financial planning, analysis, and commercial finance roles.
- MBA, CPA, CA or equivalent professional qualification required.
- Proven experience in high-paced, fast-moving environments, ideally in technology or data-driven businesses.
- Strong exposure to multinational operations, including multi-entity, multi-currency forecasting and reporting.
- Deep understanding of SaaS economics, including ARR/MRR, churn, NRR, LTV/CAC, payback, and unit economics.
- Experience operating in a listed-company environment, with familiarity in market expectations, disclosure standards, and governance requirements.
- Demonstrated experience with modern ERP systems, ideally Workday, including revenue, cost and workforce planning integrations.
- Proficiency with Tableau for analysis and reporting; familiarity with Snowflake and Databricks is advantageous but not essential.
- Advanced Excel and Google Sheets modelling skills, with the ability to build, audit, and maintain complex financial models and dive into detail as required.
- Strong ability to synthesise complex financial information into clear, concise insights with the polish expected for senior executive and Board audiences.
Benefits
- health insurance
- flexible work arrangements
- professional development opportunities
- paid time off
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
Senior Financial Analyst at Eversource Energy ensuring expense and capital budget performance. Performing financial analysis, collaborating with operations leaders in investment decisions and budget management.
SVP - Wholesale Credit Delivery managing complex debt transactions and client relationships in the financial services sector. Collaborating with various teams to facilitate financing solutions and risk management strategies.
FP&A Director responsible for advanced financial planning and strategic growth initiatives at YouTrip, the leading multi - currency payment platform in Asia Pacific.
Commercial Finance Manager supporting growth and decision - making at Treatwell. Partnering closely with senior management to drive profitability and long - term growth.
Director of Finance overseeing financial operations, cash management, and strategic planning at Freudenberg. Managing risks and leading the finance team while ensuring compliance and reporting standards are met.
Cashflow Finance Associate role at a fintech helping SMEs with funding needs. Engage in structuring, analyzing, and managing lending opportunities within a dynamic team.
Sr. Manager leading financial planning, forecasting, and reporting processes at Taco Bell. Providing actionable insights to drive business performance through data - driven recommendations.
Investment Specialist at Private Bank developing and managing financial products and services. Supporting UHNWIs and Family Offices with banking, investment, and credit needs.
People Partner supporting HR strategy in Insurance, Pensions & Investments team. Collaborating with executives to build high - performing, inclusive teams and drive organizational success.