Financial Planning & Strategy Manager - SMB

About the team/role

We are looking for a Financial Planning & Strategy Manager - SMB to lead key strategic business initiatives and deliver critical insights to company leadership. The ideal candidate has experienced success in a dynamic, high-growth, and fast-paced environment, brings a quantitative, data driven mindset, and should have outstanding communication and interpersonal skills. Comfort interacting at all levels of senior management (including VP, SVP and C-suite) is a must. 

What you’ll do

• Coverage Area: Be the Financial Planning & Strategy lead for the SMB business, across self-serve, sales-assisted, and partner channels.  Be the go-to FP&S partner to multiple leads across the cross-functional team.
• Performance Management & Forecasting: Develop reporting and forecasting that provide a fundamental understanding of our business drivers and actionable insight into opportunities to improve business performance.
• Planning: Drive the SMB long-range and annual planning processes - defining strategic priorities, goals, OKRs, and budgets.
• Strategy & Investment Decisions: Inform key strategic and investment decisions through structured frameworks and data-driven analyses.
• GTM Efficiency: Own efficiency frameworks (ie. unit economics, channel ROI) to inform improvement plans and investments.

What you bring

• 6+ years in Strategic Finance/BizOps, including 3+ years in high-growth SaaS business models.  Foundational experience in investment banking, management consulting, or private equity preferred.
• Well versed in SMB self-serve and sales-assisted funnels.  Experience in Partner Channel business models and economics is a plus.
• Deep experience in identifying business insights through analytics and driving meaningful outcomes.
• Expert-level forecasting and modeling ability.
• Expertise in SQL, Looker, Salesforce.
• Fervor for B2B business models and the broader market landscape.
• Energized by cultivating collaborative working relationships and driving inclusive problem-solving.
• Thrive in an environment where given the opportunity to work autonomously and solve ambiguous problems.

What you get

• A fast-paced and collaborative environment
• Learning and development allowance
• Competitive compensation and opportunity for advancement
• 100% medical, dental, and vision coverage
• Up to $25K reimbursement for fertility, adoption, and parental planning services
• Flexible PTO policy
• Monthly wellness stipend, home office stipend

One of Checkr’s core values is Transparency. To live by that value, we’ve made the decision to disclose salary ranges in all of our job postings. We use geographic cost of labor as an input to develop ranges for our roles and as such, each location where we hire may have a different range. If this role is remote, we have listed the top to the bottom of the possible range, but we will specify the target range for an exact location when you are selected for a recruiting discussion. For more information on our compensation philosophy, see our website.

The base salary range for this role is $145,350 to $196,650.

Equal Employment Opportunities at Checkr

Checkr is committed to hiring talented and qualified individuals with diverse backgrounds for all of its tech, non-tech, and leadership roles. Checkr believes that the gathering and celebration of unique backgrounds, qualities, and cultures enriches the workplace.   

Checkr also welcomes the opportunity to consider qualified applicants with prior arrest or conviction records. Checkr’s commitment to diversity extends to hiring talented individuals in spite of a prior criminal history in accordance with local, state, and/or federal laws, including the San Francisco’s Fair Chance Ordinance.

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Last updated on Oct 10, 2023