Bachelor's degree in Finance, Accounting, or related field; MBA or CPA preferred.
5+ years of experience in financial planning and analysis.
Experience within a PE backed SaaS organization preferred.
Strong proficiency in financial modeling, budgeting, forecasting, and variance analysis as well as experience with SaaS financial metrics (ARR, MRR, LTV, CAC, etc..)
Excellent analytical and problem-solving skills, with the ability to translate complex financial data into actionable insights and recommendations.
Proven track record of partnering with senior management and business leaders to drive strategic decision-making and business performance.
Advanced proficiency in Microsoft Excel and financial planning software; experience with ERP systems (e.g., Vena Solutions) preferred.
Familiarity with ERP systems (Netsuite) preferred.
Strong communication and presentation skills, with the ability to effectively communicate complex financial concepts to non-financial stakeholders.