Sr. Associate, FP&A

Create reports. Analyze results. Influence the future of the company. 

The Role You’ll Play:

A Senior FP&A Associate is responsible for budgeting, forecasting, reporting, and partnering with business stakeholders to enable and drive financially informed decisions. We are searching for an analytically minded, detailed oriented individual to help support a growing finance function. You are passionate about utilizing data to make an impact on the company’s growth and direction. As you grow and develop in this role, you should be excited for the opportunity for additional responsibilities beyond everyday reporting and into a role as a strategic advisor to the business.

About the Finance team:

Come join a small, but mighty Finance team led by a CFO who has successfully orchestrated financings and exits at multiple SaaS companies. This role reports to the Senior Manager, FP&A and offers strong development and near term advancement opportunities.   

Your Main Tasks:

• Build and maintain detailed and dynamic financial models to inform and drive the annual budgeting and re-forecast process
• Conduct monthly budget vs. actual analysis and partner with department heads to identify risks and opportunities to our financial outlook
• Maintain and track key subscription-business (SaaS) metrics, including LTV, CAC and Churn
• Support the evaluation and implementation of new systems and software to drive automation and efficiency
• Produce data-driven analyses, reports, and presentations to ensure organizational and departmental objectives are being met
• Partner with offshore resource in India, roughly 2x/month

What you bring to the table:

• 2-4 years of relevant, applied experience in finance/accounting, technology, banking, consulting or strategy roles, focused on delivering quantitative and qualitative financial analysis 
• MS Excel / Google Sheets power user capable of complex financial modeling with a strong understanding of formula efficiency, advanced formulas and pivot tables
• Bachelor's degree with emphasis on coursework of a quantitative nature, preferably Finance, Accounting, Business, Economics, or Mathematics 
• Working knowledge of GAAP accounting preferred, including understanding of 3 financial statement modeling 
• Strong verbal and written communication skills to be able to tell the story, in addition to reporting the numbers
• Prior experience in Investment Banking, Consulting and SaaS is a big plus

You’ll be successful here if:

• You are comfortable working independently in a fast paced environment
• You operate with a sense of urgency 
• You are able to multi-task and prioritize based on changing business needs
• You view messy data as an opportunity, not an obstacle
• You enjoy a lack of monotony in your work
• You seek opportunities to improve processes

Why you don’t want to work here:

• You are a tech pessimist  
• Radical Candor isn’t your style  
• You focus on outputs instead of outcomes  
• You like like to build big processes

Please note this is a US-based role.

For NY-based employees the base compensation band is: $$65,600 (Min) - $82,000 (Max)

This role is also eligible for commission/a bonus opportunity in addition to the base salary.

About our pay practices: we have a data-driven, geography conscious compensation philosophy. Exact starting pay may be based on several factors, including, but not limited to, candidate location, market rate, candidate qualifications, and organizational budget.

What We’re All About

We’re on a mission to enable every organization to make smarter decisions about tech by bringing machine and human intelligence together. Whether it’s finding a new game-changing vendor or understanding a new market, it’s easier, faster and smarter with CB Insights. All made possible by the smartest, hardest-working team in tech. We:

• Build Dope Isht
• Seek the Truth
• Create Simplicity
• Dive Deep
• Own Outcomes
• Push Limits

What We Offer 

• Award-winning culture: recognized by Inc., Glassdoor, and Builtin for leadership, opportunity, and engagement 
• Industry Insight: over 700k+ people follow our tech newsletter: sign up here
• Better Benefits: Healthcare with HSA and FSA options, dental, and vision insurance along with great time off and unlimited sick day policy, plus lots of other perks
• Plan for the future: 401k with up to 4% match
• Continued Lear