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Summary
The Data Innovations (DI) Financial Planning & Analysis Manager leads the organization’s financial planning, forecasting, and analysis. This role owns monthly, quarterly, and annual financial reporting, budgeting, and forecasting across our global locations, including reporting to our public parent company. The Manager partners with business leaders by creating and tracking the key metrics that drive decisions, and uses AI and automation to make reporting, forecasting, and analysis faster and more accurate. This person leads and develops the finance team and reports to the VP of Finance.
Essential Functions and Responsibilities:
- Lead with Purpose Through Continuous Change: Build and sustain a high-performing team by setting clear expectations, holding a consistent performance standard, and keeping the team grounded and productive as change remains the constant.
- Develop Talent and Cultivate a Learning Mindset: Create an environment where feedback is ongoing and specific; development is tied to where DI is going, and curiosity and experimentation are expected. Invest in growing people aligned to the capabilities that DI needs today and in the future.
- Drive Results and Lead AI Forward: Deliver complete, accurate, and timely work through sound judgment, accountability, and a consistent ethical standard. Actively redesign how the team operates because of AI. This is not just personal tool use, but changing workflows, role expectations, and what strong performance looks like in an AI-enabled environment.
- Report monthly, quarterly, and annual financial statements internally and to our public parent company within tight deadlines, using automation and AI tools to speed up preparation and improve accuracy.
- Interpret and analyze required reports and financial statements to satisfy multinational and multicurrency requirements.
- Oversee the budgeting and forecasting responsibilities for each global location, using AI-enabled tools to improve forecast accuracy.
- Perform detailed financial statement analysis and summaries.
- Coordinate the month-end and year-end close process.
- Analyze cash flow, cost controls, and expenses; report to business leaders and make recommendations based on trending data.
- Create key dashboards and/or financial summaries as needed, using AI to surface trends and insights.
- Evaluate and implement Financial, Planning and Analysis best practices, including automating manual processes and adopting AI tools.
- Assist and/or lead special projects to implement and improve global financial strategies.
- Train, mentor, and serve as a resource to other members of the team and cross-departmental colleagues regarding financial questions.
Required Qualifications
Knowledge, Skills, and Abilities:
- Experience with Generally Accepted Accounting Principles and understanding of International Financial Reporting Standards (IFRS)
- Understanding of software revenue recognition guidance and the ability to interpret and apply principles to business operations, particularly for Subscription and SaaS products
- Working knowledge of financial systems, processes and controls
- Experience with financial modeling and reporting
- Clear written and verbal communication skills, including the ability to explain financial results to non-finance colleagues
- Familiarity with all Microsoft Office Suite applications - advanced Microsoft Excel skills required
- Ability to prepare clear, executive-ready presentations in PowerPoint
- Proven ability to work cross-functionally as well as globally
- Prioritize tasks, execute efficiently and independently in a deadline-driven environment
- Must comply with and pass initial background check and drug screening, as well as subsequent background checks, drug screenings and vaccine requirements as required by customer contracts
- Ability to follow DI’s policies, procedures, system usage practices
- Must have unrestricted work authorization in the United States
Preferred Qualifications
- Working knowledge/experience with Salesforce
- Working knowledge/experience with NetSuite and Workday Adaptive Planning
Education and/or Experience
Bachelor’s degree in Accounting, Business, or Finance and at least 5 years of relevant working experience, OR a combination of education and experience totaling at least 9 years from which comparable knowledge and skills are acquired.
Physical Requirements/Working Conditions:
- Ability to remain in a stationary position (e.g., seated at a desk) for extended periods during the workday.
- Frequent use of standard office equipment such as computers, keyboards, headsets, and webcams.
- Occasional light lifting (up to 10 lbs) may be required for home office equipment setup or maintenance.
- Occasional travel may be required for team offsites, client meetings, or company events (typically less than 10%).)
Supervision Level
This person reports directly to the VP of Finance and is responsible for leading and managing a team.
Compensation & Benefits
- Salary Range: $129,150 - 157,819. Compensation will be determined based on education, experience, knowledge, skills, and abilities, as well as internal equity and market data.
- Bonus: Full-time, non-sales employees are eligible for DI's annual bonus plan, which takes into account individual, group, and corporate performance.
- Benefits: DI offers a competitive benefits package including medical, dental, vision, basic life insurance, paid holidays, paid time off, and a 401(k) matching plan.
If you like working with happy, enthusiastic over-achievers, you'll enjoy your career with us!
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities:
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Bachelor's degree in Accounting, Business, or Finance with 5+ years experience or 9 years combined; advanced Excel; GAAP/IFRS knowledge; unrestricted US work authorization; background check and drug screening.
Key Responsibilities
- leading financial planning
- preparing financial reports
- managing budgeting
Skills & Tools
Microsoft Excel, Microsoft PowerPoint, Microsoft Office, Salesforce, NetSuite, Workday Adaptive Planning
Job Details
- Category: Finance and Accounting
- Seniority: Senior Level
- Commitment: Full Time
- Workplace: Remote — United States
- Salary: USD 129,150 – 157,819 / year
- Languages: English
Benefits
- 401k matching
- Generous paid time off
- Retirement plan
About Data Innovations
A company providing vendor-neutral connectivity and lab enablement solutions to improve productivity, quality, compliance, and patient care. — Industry: Information Technology