Avetta (formerly PICS)
Senior Manager, Financial Planning and Analysis
Avetta (formerly PICS), Houston, TX
SUMMARY:
Avetta is seeking a high energy and dynamic Manager of Financial Planning & Analysis to lead Sales & Marketing reporting, analysis, and planning. The role will use data to deliver actionable insights, collaboration with partners to understand business drivers, and relationships to deliver outcomes that help Avetta scale and ultimately deliver value to shareholders.
This role will partner with Avetta's Sales & Marketing business leaders to develop strategic targets, track progress vs. goals, monitor lagging and leading indicators, provide actionable insights and decision support, and deliver balanced budget & forecasts. This is a high impact, high visibility position working closely with internal leaders across Sales, Marketing, Sales Support, Revenue Operations, and Business Intelligence.
The candidate will have extensive experience in a high-growth global SaaS business and operated in an environment with public company rigor. The candidate will have a demonstrated track record in partnering with business leaders, data driven decision making, scaling global businesses, systematizing reporting and planning, developing driver-based models, and process improvement.
RESPONSIBILITIES:
EXPERIENCE REQUIREMENTS / PERSONAL CHARACTERISTICS:
Avetta is seeking a high energy and dynamic Manager of Financial Planning & Analysis to lead Sales & Marketing reporting, analysis, and planning. The role will use data to deliver actionable insights, collaboration with partners to understand business drivers, and relationships to deliver outcomes that help Avetta scale and ultimately deliver value to shareholders.
This role will partner with Avetta's Sales & Marketing business leaders to develop strategic targets, track progress vs. goals, monitor lagging and leading indicators, provide actionable insights and decision support, and deliver balanced budget & forecasts. This is a high impact, high visibility position working closely with internal leaders across Sales, Marketing, Sales Support, Revenue Operations, and Business Intelligence.
The candidate will have extensive experience in a high-growth global SaaS business and operated in an environment with public company rigor. The candidate will have a demonstrated track record in partnering with business leaders, data driven decision making, scaling global businesses, systematizing reporting and planning, developing driver-based models, and process improvement.
RESPONSIBILITIES:
- Forecasting, Budgeting & Long-Range Planning:
- Lead forecasting, budgeting, and planning efforts of GTM function, ensuring transparent and achievable targets, alignment with overall company objectives, and assessment of risks and opportunities
- Develop driver-based models and financials plans, connecting Cash Billings, Network, and related top-line metrics, with resources required to deliver, productivity and efficiencies, while defining gold standard targets, identifying trends, opportunities to scale, and implementing strategic actions required
- Embed with business functions, serving as the Finance business partner, supporting with top-line forecasting/planning in combination with spend/resource management, development of action and comp plans focused on desired outcomes, while providing decision support and evaluation investments
- Conduct scenario analysis and sensitivity testing to assess risks and potential impact on financial outcomes
- Collaborate with cross-functional teams to develop, track, and support strategic initiatives, and roadmaps
- Financial Analysis, Metrics & Reporting:
- Define and implement key performance indicators (KPIs) and operational metrics to measure function specific performance
- Develop monthly, quarterly and annual reporting packages, with a focus on the underlying business reasons, drivers and storyline; lead review sessions, forecast refreshes, and annual planning
- Ensure transparent, accurate and efficient flow of information to various stakeholders by leveraging systems
- Lead planning, CRM, ERP, and Reporting system enhancements
- Develop, design, and plan Sales team structure, quotas, and governance of commissions
EXPERIENCE REQUIREMENTS / PERSONAL CHARACTERISTICS:
- Bachelor's Degree in Finance, Accounting or a related management field of study
- 8+ years of direct applicable experience with time spent in FP&A, Operations Finance, and Revenue Operations within a SaaS company
- Working knowledge of SaaS Metrics, operational and productivity efficiency KPIs, sales comp governance, expense management, and resource planning
- Hands-on working experience with data management and BI Tools, including leading cross-functional digital implementation projects
- Pride in analytical & financial modeling skills and enjoys tackling complex business problems and driving actionable recommendations
- Strong business instincts, poised communicator, and not hesitant to voice point of view
- Operates at multiple altitudes, manage through ambiguity, complete projects end-to-end, and prioritize workload of team and self
- Problem solver, change agent and keen attention to detail, while balancing progress vs. perfection
- Maintains the highest ethical standards: integrity, credibility, and character
- Track record of maintaining strong relationships and communicating with a wide range of partners
- Demonstrated leadership experience, including managing and developing high-performing teams
- Knowledge of best practices and trends in FP&A within a SaaS or Subscription business