Role Description
Swiftly is looking for a Finance Business Partner to own budget-to-actual reporting and expense forecasting across the company β and to build and manage the AI-driven reporting engine that Swiftly's executives and board run on.
This is a high-visibility role for someone who wants to own an entire finance cycle rather than a slice of one. You'll be the single person who can see across every department's budget β the person any executive can come to with a question about their spend and get a clear answer.
As Finance Business Partner, you will:
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Own budget-to-actual reconciliation and expense forecasting for every department at Swiftly.
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Be the finance partner each department leader works with month over month.
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Own Swiftly's reporting engine end to end.
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Own the commissions calculation and payout cycle.
Qualifications
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4-6 years of experience in FP&A, strategic finance, or finance business partnering β ideally in B2B SaaS.
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Experience owning a budget-to-actual cycle across multiple departments or business units, from close through variance explanation.
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Hands-on experience using AI tools in your own work, and a real appetite for rebuilding a manual process rather than living with it.
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Proven ability to partner directly with senior, non-finance stakeholders.
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Strong expense and headcount forecasting skills, and comfort building models that hold up under executive scrutiny.
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Experience producing board- or executive-level reporting packets where you owned the final deliverable.
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Excellent financial modeling skills in Excel or Google Sheets, plus fluency in an ERP (QuickBooks, NetSuite, Sage, or similar) and a financial planning or consolidation tool.
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Exceptional attention to detail, paired with the judgment to know which details matter to which audience.
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Ability to take an ambiguous request and turn it into a clear answer with minimal direction.
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Experience building and owning a production AI-assisted reporting process is a strong plus.
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Commissions or sales compensation administration experience is a plus.
Requirements
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Own budget-to-actual reconciliation across every department.
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Meet monthly with each department leader to review spend against budget.
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Support the company's shift to department-owned budgets.
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Partner with the Financial Controller and Sr. Director of Business Operations on the annual budget build and quarterly planning cycles.
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Build and own the AI-powered processes behind Swiftly's recurring reporting.
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Own the production of Swiftly's recurring reporting packets end to end.
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Maintain a rolling view of company operating expense, reconciled to the general ledger.
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Own the commissions calculation and payout cycle.
Benefits
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Competitive salary.
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Equity compensation for every employee.
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Medical, Dental and Vision.
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Retirement with Employer Match.
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Flexible Spending Account (FSA).
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Home office setup reimbursement.
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Monthly cell/internet reimbursement.
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Monthly "Be Well" stipend.
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Flexible PTO with a recommended minimum.
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Flexible work environment.
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16 paid holidays, including holidays in months without US national holidays.
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12 fully paid weeks of leave for childbirth/adoption.