Director, Corporate FP&A

MoxiWorks is a leader in the PropTech SaaS industry, developing tools to empower real estate professionals, and helping agents find, win, and close more deals. With the real estate industry undergoing major change, MoxiWorks seeks to redefine accessibility, usability, and utility of sales and marketing software used by real estate brokerages and their agents. 

MoxiWorks is seeking a dynamic and highly analytical Head of Corporate FP&A to join our organization. The successful candidate will be responsible for overseeing the financial planning, budgeting, and forecasting processes, providing detailed financial analysis to support strategic decision-making, and leading the development of financial models for various purposes, including sales forecasting, churn, and revenue opportunities. This role also involves managing financial reporting systems, ensuring compliance with financial regulations, and identifying opportunities for financial optimization and cost reduction. The ideal candidate should have a minimum of 7 years' experience in FP&A, with a preference for those with a background in the SaaS industry, and must possess strong leadership, communication, and presentation skills.

This position is a hybrid role working from our Bellevue office and reports to the VP, Finance.

Key Responsibilities

• Assist in forecasting our SaaS business, including quota-carrying rep productivity and capacity, modeling gross and net retention, and modeling ARR bookings
• Own the Long Range Plan SaaS model, the Annual Budget process, and the rolling 4-quarter forecast for the company
• Be an expert at SaaS bookings modeling by truly understanding the drivers of our business and how to influence action to reaccelerate ARR growth
• Analyze revenue-to-expense ratios to optimize resource allocation and improve sales efficiency
• Develop a good cadence to update and mature our market share analysis, competitive analysis, and strategic plans
• Provide deep insights into “source of truth” topline KPIs and trends, driving automation and consistency in revenue and metric reporting
• Implement and manage scalable policies and processes that optimize the accuracy and timeliness of financial reporting, business operations, and external metric reporting
• Act as a Strategic Advisor and trusted finance partner, building strong, collaborative relationships with executive business partners and key stakeholders in the broader finance and accounting organizations

Qualifications

• Bachelor’s degree in Finance, Business, or a related field
• SaaS-business or enterprise-size corporate sales finance experience is a must
• 7+years of experience in strategic finance, financial planning & analysis, or sales finance-related roles at late start-ups (Series E or higher), or experience in private equity, investment banking or management consulting
• Advanced Excel modeling skill on 3-statement and subscription modeling.
• Self-starter capable of driving business results without significant supervision
• Strong analytical, modeling, and forecasting skills, coupled with proficiency in SaaS metrics, financial systems, and tools
• Rigorous and detailed orientated with the highest regard for accuracy and completeness
• Outstanding communication skills with an ability to convey complex financial concepts to a diverse audience

Preferred 

• MBA or advanced finance degree

Compensation

For this role, the salary range is $140-180k depending on experience/acumen and benefits including:

• Paid Time Off
• Matching 401(k) (Traditional and/or Roth) up to 4%
• Medical/Dental/Vision
• 11 paid holidays
• Paid day off for your birthday
• Paid time off if you move
• Complimentary access to a third-party financial advisor
• Life insurance with medical coverage
• Employee Assistance Program with medical coverage

No agencies please.