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salesforce financial modeling netsuite excel fp&a📋 Description
- Partner with the CFO to lead financial planning, analysis, and budgeting.
- Oversee forecasting, reporting, and strategic modeling across departments.
- Deliver actionable financial insights to support exec decisions.
- Lead and develop a high-performing finance team (FP&A, revenue ops, systems).
- Advise CEO, CFO, and exec team on financial initiatives.
- Align financial goals with Sales, Marketing, Product, and CS.
🎯 Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA/CPA a plus)
- 10+ years in finance with leadership in high-growth SaaS or transaction-based firms.
- Proven FP&A ownership and cross-functional business partnering.
- Strong SaaS metrics, revenue recognition, pipeline forecasting, and KPIs.
- Expert in financial modeling; Excel, Salesforce, NetSuite, Adaptive/Anaplan.
- Excellent leadership, communication, and collaboration across the organization.
🎁 Benefits
- Excellent medical and dental insurance.
- Health and wellness programs.
- Peer recognition programs.
- Flexible time off.
- 401K match for US employees.
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