Senior Manager, FP&A

About Shelf:

There is no AI Strategy without a Data Strategy.  Getting GenAI to work is mission critical for most companies but 90% of AI projects haven't deployed. Why? Poor data quality - it  is the #1 obstacle companies have in getting GenAI projects into production.

We've helped some of the best brands like Amazon, Mayo Clinic, AmFam, and Nespresso solve their data issues and deploy their AI strategy with Day 1 ROI. 

Simply put,  Shelf unlocks AI readiness. We provide the core infrastructure that enables GenAI to be deployed at scale. We help companies deliver more accurate GenAI answers by eliminating bad data in documents and files before they go into an LLM and create bad answers. 

Shelf is partnered with Microsoft, Salesforce, Snowflake, Databricks, OpenAI and other big tech players who are bringing GenAI to the enterprise. 

Our mission is to empower humanity with better answers everywhere.

 

Job Description:

We are seeking a highly analytical and strategic Senior Manager of Financial Planning and Analysis to join our growing finance team. The Senior Manager of Financial Planning and Analysis will be responsible for driving financial planning and analysis activities, including budgeting, forecasting, variance analysis, and financial modeling. The successful candidate will be a self-starter with strong attention to detail and the ability to collaborate across teams and departments.

What We’re Looking For:

• Develop and maintain financial models to support budgeting, forecasting, and long-term planning on a monthly, quarterly and annual basis
• Maintain ARR on a weekly and monthly basis with an eye toward opportunities and areas of concern
• Own investor reporting packages, including project managing other department KPI reporting into those reports
• Prepare and analyze monthly and quarterly financial statements and performance reports, including income statements, balance sheets, and cash flow statements, and provide feedback and visibility to accounting and departments
• Provide financial insights and analysis to support decision-making and strategic planning.
• Collaborate with and lead other departments to develop budgets and forecasts, and to track actual results against budgeted expectations.
• Conduct variance analysis and identify trends and key drivers of financial performance.
• Assist and own key areas of the preparation of presentations for senior management and board of directors.
• Identify opportunities to improve financial performance and operational efficiency.
• Help build financial reporting capabilities, including dashboards and metrics, to provide actionable insights to various stakeholders.
• Automate budgeting by incorporating available off the shelf technologies including AI
• Develop and maintain financial policies and procedures, ensuring compliance with applicable accounting standards and regulations.
• Serve as central point of contact for outside bookkeeping, internal Sales, InfoSec, and related functions, and liaison with parties necessary to ensure financial efficiency and controls
• Participate in special projects and ad hoc analysis as needed.

What You Bring:

• Bachelor's degree in Finance, Accounting, Economics, or related field. MBA or CPA preferred.
• 5+ years of experience in financial planning and analysis, preferably in a startup SaaS or technology company.
• Previous experience at a Big 4 Accounting firm preferred.
• Strong analytical and problem-solving skills, with the ability to develop financial models and analyze large data sets.
• Excellent communication and presentation skills, with the ability to present complex financial information in a clear and concise manner.
• Proven ability to collaborate with cross-functional teams and build strong relationships with stakeholders.
• Strong organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines.
• Strong skills in Excel and other financial analysis tools.
• Familiarity with financial reporting systems and ERP software.

What We Offer:

• Competitive salary: $170,000 - $190,000
• Generous equity grant in the form of company stock options
• Open PTO
• Comprehensive health and wellness packages

Location:

Remote work in the NYC Metro Area with travel to Stamford, CT as needed.

 

Why Shelf:

• GenAI will be at least a $4 Trillion market by 2032 and Shelf is a core infrastructure that enables GenAI to be deployed at scale
• Our Leadership Team has deep knowledge management and A