[Hiring] Manager of Strategic Finance @TradeCentric

Role Description

TradeCentric is seeking a Manager (or Sr. Manager) of Financial Planning and Analysis to join our dynamic team. The ideal candidate will play a crucial role in driving financial planning, budgeting, forecasting, and analytical processes. As the Manager of FP&A, you will collaborate with cross-functional teams, provide valuable insights, and contribute to key decision-making processes to support the company's financial goals and growth.

• Support the annual budgeting process in collaboration with department heads.
• Implement effective financial planning templates and procedures to align with organizational objectives.
• Prepare accurate and timely financial forecasts to assist leadership in decision-making.
• Conduct variance analysis and track key drivers of financial performance.
• Support executive leadership with financial modeling and analysis to support strategic decision-making.
• Offer data-driven insights to help optimize financial performance.
• Generate regular financial reports for executive leadership and other stakeholders (board & lender).
• Create dashboards and presentations to communicate financial performance.
• Work closely with various departments to understand their financial needs and provide support.
• Collaborate with accounting and other teams to ensure accurate financial reporting.
• Collaborate with the executive leadership team to continually evaluate ROI and optimize spend.
• Identify financial risks and implement mitigation strategies.
• Monitor market trends and assess their impact on financial performance.
• Assist with financial modeling, due diligence, and evaluation of potential M&A opportunities in partnership with the executive leadership team.
• Other duties as assigned.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or related field.
• 5+ years of experience in financial planning and analysis.
• Proven experience in budgeting, forecasting, and financial modeling.
• Strong analytical and strategic thinking skills.
• Excellent communication and presentation abilities.
• Proficiency in financial software and tools (e.g., Excel, Salesforce, QuickBooks).
• Ability to thrive in a fast-paced and dynamic environment.

Requirements

• 2+ years of experience in investment banking or private equity investing.
• Prior experience working within a private equity-backed company, with an understanding of the fast-paced, results-driven environment and scalability goals typically associated with PE ownership.
• Prior work experience within a SaaS organization.
• Experience using LLMs to design and build data pipelines, API integrations, and workflow automations across Finance and GTM tooling.

Benefits

• Flexible Time Off
• Volunteer Time Off
• Health Benefits: Medical, Dental and Vision
• Health Savings Account (HSA) and Flexible Spending Account (FSA)
• Dependent Care FSA (DCFSA)
• 401k with Company Match
• Paid Parental Leave
• Company paid Short Term & Long Term Disability
• Company paid Life Insurance
• Monthly Work from Home Stipend
• Career Development Reimbursement Program