Symplicity Corporation
Financial Planning & Analysis Director/Manager
Symplicity Corporation, Arlington, VA, United States
Symplicity is currently seeking a Director/Manager of Financial Planning & Analysis who has extensive modeling experience working in Saas. This is an opportunity to gain exposure to all parts of our business working with internal and external stakeholders at every level.
Responsibilities
Responsibilities
- Lead the FP&A process, including: Developing and maintaining robust financial models across all three financial statements to support strategic decision-making.
- Creating and managing budgets and forecasts for revenue, expenses, cashflow, and profitability.
- Conducting variance analysis to identify and understand performance deviations.
- Partnering with business leaders to translate financial data into actionable insights and support their growth initiatives.
- Develop and manage an integrated operating and three-statement business model used in long range planning, and related tools that can be used to provide insights into company performance and trends.
- Use financial modeling to evaluate financial impacts of various strategic and operating initiatives, including revenue and ARR planning, sales capacity modeling, cash forecasting (both 3 year and 13 week), and industry benchmarking.
- Manage SaaS metric reporting and KPI tracking, ensuring accurate and timely reporting of key metrics (e.g., ARR, CAC, LTV, Retention) to measure growth and profitability.
- Prepare insightful board reports that effectively communicate financial performance and strategic direction.
- Play a key role with the CFO and the rest of the exec team in the annual planning process, facilitating collaboration across departments to set strategic goals and financial targets.
- Identify and implement process improvements to enhance the efficiency and effectiveness of FP&A activities.
- Work closely with ownership (private equity) in monitoring financial metrics and performance
- Other duties as needed to support the Accounting, Finance and Administration team
- Requirements:
- BS in Finance, Accounting, Economics or related business field. Advanced degree or certification preferred
- 10+ years of finance experience, experience with PE backed SaaS companies
- Proven expertise in financial modeling, forecasting, and variance analysis.
- In-depth knowledge of SaaS metrics and their impact on financial performance.
- Strong analytical and problem-solving skills, with the ability to distill complex financial data into clear and concise insights.
- Excellent communication and people skills, with the ability to effectively present financial information to both technical and non-technical audiences.
- Strong collaboration and relationship-building skills.
- Proficiency in financial modeling (e.g., Excel) and data visualization tools. Experience in NetSuite a plus
- Ability to manage confidential and sensitive information with tact and discretion.
- Initiative-taker with strong work ethic and willingness to fully own a process through to completion in an autonomous work environment.
- Experience in financial forecasting, planning and analysis and operational budget management, and excel modeling
- Strong knowledge of accounting and financial reporting
- Demonstrated ability to consistently work within fixed timeframes and meet deadlines
- Strong analytical and financial modeling skills with the ability to quickly grasp and apply analytical concepts
- Proactive communicator with excellent verbal and written skills. Must be capable of building strong relationships with colleagues and presenting to business leaders
- Maintain the highest standards of accuracy and precision; detail-oriented, highly-organized and resourceful
- Exceptional work ethic, team mentality, positive attitude, highly-driven, self-motivated, and excellent business partnering skills
- Passion for technology and genuine desire to make meaningful contributions on a team with big aspirations
- Bachelor's degree required
- Proficiency in Excel and PowerPoint required
- Previous experience with SaaS/subscription business models
- Intellectual curiousity