Manager, Financial Planning and Analysis
About the position AxisCare is seeking a Manager of Financial Planning and Analysis to join our growing Finance team. This remote role will be responsible for driving all financial planning, budgeting, forecasting, and analysis functions, reporting directly to the CFO. This role requires a commercial mindset, strong financial modeling skills, and the ability to translate complex financial data into actionable insights for the management team while supporting the company’s continued high growth as a leading SaaS provider in the home care industry. Note: This position is open only to candidates located in the Central or Eastern Time Zones. Responsibilities • Financial Planning & Analysis: Lead the annual budgeting, long-range financial planning, and rolling forecasting processes, utilizing operational drivers and key SaaS metrics (bookings, headcount, etc.). • Reporting & Dashboards: Prepare and present comprehensive financial reports and dashboards for internal management and external stakeholders (investors), including detailed variance analysis of actual performance vs. budget and prior periods. • SaaS Metrics & Modeling: Develop and maintain complex financial models, including ARR roll-forward models, to understand gross and net retention, LTV:CAC ratios, churn rate, and the Rule of 40. • Strategic Business Partnering: Collaborate with cross-functional leaders (Sales, Marketing, Product, etc.) to align financial plans with strategic objectives, provide financial insights, and guide decision-making. • Cash Management: Review and assist with cash management, including the development of monthly and 13-week cash flow forecasts to ensure adequate liquidity and capital planning. • Process Improvement: Drive continuous improvement in financial processes, systems (e.g., transitioning from spreadsheets to a dedicated FP&A tool), and reporting capabilities to enhance efficiency and accuracy. Requirements • Experience: 5+ years of progressive experience in FP&A, preferably within a private equity-backed or high-growth SaaS environment. • Education: A bachelor’s degree in Finance, Accounting, or a related highly analytical field is required; an MBA or professional certification (CPA, CFA) is a plus. • Technical Skills: Advanced expertise in Microsoft Excel and financial modeling is essential. Proficiency with financial planning software and data visualization tools (e.g., Tableau, Power BI) is highly valued. • Analytical Abilities: Strong analytical and problem-solving skills with an ability to interpret complex financial data and identify trends, risks, and opportunities. • Leadership: Experience supervising or mentoring staff. Interested in building a world class FP&A team. • Communication: Excellent communication and presentation skills, with the ability to effectively communicate complex financial concepts to non-financial stakeholders and senior leadership. • PE Mindset: A results-oriented, proactive approach with the ability to operate in a dynamic, high-pressure environment and focus on value creation Benefits • Competitive salary and comprehensive benefits package. • Opportunities for professional growth and career development. • Flexible work arrangements, including remote work options. • Health, dental, and vision insurance. • 401(k) plan with company matching. • Company will provide laptop and other needed computer equipment. Apply tot his job