Manager, Finance

Description
POSITION LOCATION
This position is eligible for a hybrid work arrangement. Currently 2 days per week on-site work are required.
POSITION PURPOSE
The Manager, Finance, is responsible for leading financial planning, forecasting, performance analysis, Mergers and Acquisitions (M&A) support, revenue recognition oversight, and financial review of business contracts. The role partners closely with senior leadership and cross-functional teams to ensure accurate financial reporting, support strategic growth initiatives, and drive informed decision-making.
Duties & Responsibilities

Lead annual budgeting, rolling forecasts, and long-range financial planning
Develop integrated financial models, including scenario, sensitivity, and cash flow analysis
Analyze and explain variances versus budget, forecast, and prior periods
Prepare and present monthly, quarterly, and annual management and board-level reports
Monitor KPIs, financial performance, and key business drivers
Conduct profitability, margin, cost, and customer-level analysis
Utilize advanced financial modeling techniques and tools to enhance forecasting accuracy including utilization of Workday Adaptive Insights, Intacct, and PowerBI
Develop complex valuation models and forecasts for potential acquisitions, partnerships, and joint ventures
Oversee and review revenue recognition treatment in accordance with applicable accounting standards (e.g., IFRS 15 / ASC 606)
Partner with Accounting, Sales, and Legal teams to ensure accurate and consistent revenue recognition
Assess financial impact of new products, pricing structures, and contract terms on revenue and margins
Review commercial contracts, customer agreements, and pricing proposals to assess financial, revenue recognition, and risk implications
Support Sales and Commercial teams with financial input on deal structuring, pricing, and contract negotiations
Identify financial risks, non-standard terms, and opportunities for margin optimization
Act as a trusted finance partner to business leaders and functional heads
Provide decision support through business cases, ROI analysis, and strategic recommendations
Challenge assumptions and provide independent financial insight
Support end-to-end M&A activities including target evaluation, valuation, and financial modeling
Prepare synergy analysis, investment cases, and post-acquisition forecasts
Assist with financial due diligence and post-merger integration, including reporting alignment and synergy tracking
Improve financial planning and analysis (FP&A) processes, reporting, and forecasting tools to enhance accuracy and efficiency
Ensure data integrity across financial systems and management reports
Partner with Accounting to align management reporting with statutory financial statements
Build and mentor a high-performing finance team with a focus on ownership, accuracy, and professional development.
Partner cross-functionally with Accounting team and other areas to align accounting with strategic business objectives.
Ensure compliance with internal controls, accounting policies, and governance standards
Support audits, internal reviews, and executive-level presentations
Work should be balanced at 50% doing the work and 50% managing teams
Manages direct report employees
Responsible for oversight of one or more teams or a department
Less involved in day-to-day technical tasks; more focused on planning, budgeting, and people development
Drives longer-term initiatives, such as career path planning, hiring strategies, and cross-department collaboration
Holds formal authority over performance evaluations, promotions, and compensation
Responsible for the professional development of team members
Manages interpersonal conflicts, ensures alignment with company goals, upholds policies
Functions as part of the management team including attending management team meetings
Stays informed of developments in accounting and finance fields including new technology, resources, and tools available
Complete special projects as requested
Promotes goodwill and conveys a positive image of the company
Education & Experience Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA, CPA, CFA preferred)
Ten or more (10+) years of experience in financial planning and analysis (FP&A), corporate finance, M&A, or revenue-focused finance roles
Strong knowledge of revenue recognition standards (IFRS 15 / ASC 606)
Advanced financial modeling and analytical skills
Advanced Proficiency in Excel; experience with ERP and BI tools (e.g., SAP, Oracle, Power BI, Tableau)
Preferred Knowledge

Industry: Experience in fintech, SAAS, professional services, or high-growth technology companies
Mergers & Acquisitions experience preferred
Systems & Technical Skills:
Experience implementing and/or scaling ERP and financial systems (e.g., Sage Intacct, NetSuite, Adaptive Planning)
Experience with HubSpot and/or Salesforce
Strong understanding of GAAP and revenue recognition
Hands-on experience with automation tools (AP, expense, reporting, and reconciliation)
Advanced Excel, data analytics, and reporting skills
Understanding of related regulations, statutes, and filing requirements WORKING CONDITIONS
Special

No hazardous or significantly unpleasant conditions (such as in a typical office).
Long duration of computer workstation usage.
Intent And Function Of Job Descriptions
Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well-constructed job descriptions are an integral part of any effective compensation system.
All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.