Financial Planning & Analysis Manager

Role overview

The FP&A team is looking to hire an experienced, highly motivated Financial Planning & Analysis Manager, to help shape the future of CarOffer. As the Financial Planning & Analysis Manager, you will partner with the CarOffer team in driving decision-making and results through detailed financial analysis and modeling. Reporting to the Director of Financial Planning & Analysis, this specialized role will closely collaborate with the Go-To-Market (GTM) team, along with other departments, to support the company’s strategic objectives while keeping costs predictable. Your goal is to develop a deep understanding of the organization and partner with leaders to align financial goals and help drive performance. The successful candidate will specifically demonstrate a strong aptitude for interpreting, analyzing, and communicating complex business issues, and independently identifying opportunities for improvement. Problem-solving, prioritization, and attention to detail are critical. This position offers multiple opportunities to showcase analytical skills.

The core functions of the role include supporting the annual operating plan, monthly and ad hoc forecast, long-range planning, complex modeling, and month-end reporting processes while ensuring we maintain flexibility and continuously support the strategic objectives.

What you'll do

• Fully manage GTM P&L including topline revenue metrics, resource allocation, headcount, and Opex management for key sales functions by partnering with business leaders; assist where needed with pricing, packaging, and creation of new dealer models.
• Serve as a cross-functional finance business partner organization and handle departmental headcount, budget, and development and tracking of meaningful critical metrics to measure efficiencies and return on investment analysis.
• Work closely with the Revenue operations team to design, build, and implement a new revenue planning tool, support quota/commission planning, and analyze results of quota carrying sales representatives. 
• Create and support development of Board of Directors presentations, new executive dashboards, and new KPIs. Create executive review materials that consolidate and communicate financial and operational strategy.
• Leverage deep knowledge of business operations/drivers to independently perform profitability analysis for new and existing business opportunities; present findings to senior management.
• Create, develop and implement repeatable business, operational and financial processes, partnering closely with the accounting team, to identify key areas of improvement for maximum efficiency.
• Perform and support ad-hoc requests, including corporate initiatives and reporting.

What you'll bring

• Bachelor’s degree in Accounting, Finance, Economics, or related major required.
• Prior experience: 7-10 years of FP&A, finance business partnering, and/or consulting.
• Exceptional quantitative and financial modeling with high proficiency in Excel, G-Suite applications, and BI tools; Adaptive Insights and NetSuite experience a plus.
• Ability to thrive and multi-task in a rapidly evolving, fast-paced environment; start-up or experience developing new models and processes is strongly preferred
• Excellent verbal and written communications – clear and concise with the ability to present in formal and informal settings to influence teams, as well as executive partners
• Ability to problem solve and create structure in complex and sometimes ambiguous environments.
• Ability to build relationships across all organizational levels.
• Self-starter who is self-directed and proactive.

Travel Requirements:

• Initial Phase: 50% travel to Dallas, TX during the first few months.
• After Ramping Up: Travel will decrease to 25% once fully ramped up.

Last updated on Aug 13, 2024