Manager, FP&A Business Partnerships
PointClickCare
Key Responsibilities:
- Manage and execute financial planning, including:
- *Acting as subject matter expert on G&A type spend, driving the needed interlock on how initiatives from Enablement type functions, impact the rest of the business
- *Scenario planning, understanding the impact on Long-Range Plan from different outcomes and creating upside and downside financial projections
- *Design and implement resource planning tools to validate the resource levels needed in the future
- *Enable planning across different time horizons (quarterly, annual, multi-year)
- Evolve financial performance reporting, including:
- *Delivery of financial results to Executive / Investor level audience, including the necessary insights on Budget vs Actual (BvA) performance to help establish the appropriate actions to perform to Budget
- *Establish best-in-class cost efficiency metrics for Enablement functions, to partner with business in identifying the right benchmarks and identifying initiatives and actions to move results closer to the right benchmarks
- *Identify, track, analyze and report on key financial and operational drivers to measure performance against strategic and operational goals.
- Manage the timely execution of traditional FP&A cycles, including but not limited to Month-End Close, Annual Budgeting, and Quarterly Forecasting
- Manage business partnerships to create shared accountability in maintaining accurate forecasts on headcount and discretionary spending for Enablement functions, including OCIO, HR, Finance, Corporate Strategy, and other departments assigned.
- Perform ad-hoc analysis to advise on decisions that impact the financial outlook of the business, playing an advisor role in decisions, including but not limited to, prioritizing the right Enablement initiatives and business casing to size up opportunities
- Active management and responsibility over the success of direct reports, including:
- *Establish and manage short and long-term development plans for direct reports to establish clear expectations for team members
- *Establish a follow-up cadence for team members to understand performance against set expectations.
- *Fosters a culture of engagement and continuous improvement
- Partner with systems focused teams (e.g. Corporate Data Office, Office of CIO) to automate and systemize any analytics or new models that are deemed vital to include in centralized reporting platforms (e.g. FP&A systems, 360 Insights)
- Identify and adopt AI use cases that will strengthen the quality and agility of planning and analyzing
- Work collaboratively with accounting during monthly / quarterly close cycles to ensure actuals are booked with accuracy, including maintaining accurate and up to date accruals
- Proactively work with peers to continue to mature the operation of both the FP&A team and how the FP&A team interacts with other Finance functions
Required Skills & Qualifications:
- 4-6 years of experience in FP&A, Strategy, or teams with similar responsibilities. A minimum of 2 years in prior technology or SaaS industry is a key requirement.
- Experience working with G&A functions (e.g., OCIO, HR, Finance) is highly desirable
- Bachelor’s degree in business/finance/accounting-related field required, or equivalent experience. Advanced understanding of different financial and management reporting principles and frameworks, and deep knowledge of financial accounting practices
- Experience leveraging Artificial Intelligence (AI) tools and techniques for financial analysis, process automation, or insight generation is considered advantageous
- Experience across entire lifecycle of building new tools or financial models, including ideation, design, implementation, and sustainability
- Proven examples in the past of leveraging tools and financial models to influence business partners and inform important and strategic decision making
- Advanced MS Excel skills, with extensive experience working with PivotTables and Power BI
- Experience turning large quantities of data into actionable business insights.