Note: The job is a remote job and is open to candidates in USA. Cordance is dedicated to accelerating the growth of B2B SaaS companies through acquisition and guidance. They are seeking a highly analytical Senior Finance Manager to support a portfolio of SaaS businesses, focusing on financial reporting, strategic analysis, and M&A support.
Responsibilities
- Lead monthly, quarterly, and annual consolidation of financial results across multiple business units and divisions
- Analyze operating performance, recurring revenue metrics, profitability trends, and key SaaS performance indicators and deliver insights to internal and external stakeholders, leveraging AI where applicable
- Support monthly close review processes and variance analysis
- Develop executive-level reporting packages for senior leadership and private equity stakeholders
- Prepare quarterly Board of Directors reporting packages, including financial performance, KPI analysis, and strategic insights
- Prepare recurring lender reporting packages, covenant calculations and supporting analyses
- Partner with executive leadership to deliver clear, concise financial narratives for stakeholders
- Partner directly with the CFO and Director of Finance on strategic projects and ad hoc analyses
- Build and maintain sophisticated financial models supporting forecasting, scenario planning, cash flow analysis, and investment decisions
- Conduct sensitivity analyses and provide recommendations to support executive decision-making
- Assist with annual budgeting, forecasting, and long-range planning processes
- Partner with M&A team to evaluate acquisition opportunities through financial analysis and model development
- Review quality of earnings reports and diligence materials to understand opportunities and identify potential financial and reporting risks
- Support post-acquisition integration planning and performance tracking
- Improve reporting automation and financial processes across the organization, leveraging AI to increase efficiency while delivering insights to the business
- Partner with accounting, operations, and business leaders to enhance data quality and reporting accuracy
- Support system enhancements and integrations involving NetSuite, Adaptive Planning, and other financial systems
- Drive continuous improvement initiatives that increase efficiency and scalability
Skills
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 7+ years of progressive experience in FP&A, Strategic Finance, Corporate Finance, or related roles
- Experience supporting multiple business units, divisions, or portfolio companies
- Prior experience within SaaS, software, or recurring revenue business models
- Experience preparing executive, board, and lender reporting packages and delivering strong insights (written and verbal) to internal and external stakeholders
- Examples of utilizing AI to drive efficiency into FP&A workflows and deliver value-added insights to the business
- Advanced Microsoft Excel skills required
- Expert-level financial modeling capabilities
- Strong understanding of three-statement financial models, SaaS metrics, forecasting, and scenario analysis
- Experience with Adaptive Planning (Workday Adaptive Planning)
- Experience with NetSuite ERP
- Strong proficiency with PowerPoint and financial presentation development
- Experience within a private equity-backed organization
- Experience supporting debt covenant reporting and lender relationships
- CPA, CFA, MBA, or equivalent advanced financial credential
- Experience with business intelligence and data visualization tools
Benefits
- Comprehensive Health Coverage: Coverage begins on your first day of employment.
- 401K Plan (US): We match 1:1 for the first 3% of contributions and 0.5:1 for the next 2%. Contribute 5% of your salary and get a 4% match. Choose from pre-tax and Roth options. You’re eligible the first of the month after 90 days and immediately vested.
- RRSP(CAN): We match 1:1 for the first 3% of contributions and 0.5:1 for the next 2%. Contribute 5% of your salary and get a 4% match. Choose from pre-tax and Roth options. You’re eligible the first of the month after 90 days and immediately vested.
- Flexible PTO: Enjoy uncapped paid time off to balance your work and personal life.
- 12 weeks paid leave for all employees.
- Monthly Stipend: Receive $75 USD / $140 CAD per month for phone and internet if you work remotely.
- Generous Holiday Schedule: Benefit from an extensive list of holidays to recharge and spend time with loved ones.
Company Overview