Senior Finance Manager, Product Technology & Services

At Reltio®, we believe data should fuel business success. Reltio’s AI-powered data unification and management capabilities—encompassing entity resolution, multi-domain master data management (MDM), and data products—transform siloed data from disparate sources into unified, trusted, and interoperable data. Reltio Data Cloud™ delivers interoperable data where and when it's needed, empowering data and analytics leaders with unparalleled business responsiveness. Leading enterprise brands—across multiple industries around the globe—rely on our award-winning data unification and cloud-native MDM capabilities to improve efficiency, manage risk and drive growth.

At Reltio, our values guide everything we do. With an unyielding commitment to prioritizing our “Customer First”, we strive to ensure their success. We embrace our differences and are “Better Together” as One Reltio. We are always looking to “Simplify and Share” our knowledge when we collaborate to remove obstacles for each other. We hold ourselves accountable for our actions and outcomes and strive for excellence. We “Own It”. Every day, we innovate and evolve, so that today is “Always Better Than Yesterday”. If you share and embody these values, we invite you to join our team at Reltio and contribute to our mission of excellence.

Reltio has earned numerous awards and top rankings for our technology, our culture and our people. Reltio was founded on a distributed workforce and offers flexible work arrangements to help our people manage their personal and professional lives. If you’re ready to work on unrivaled technology where your desire to be part of a collaborative team is met with a laser-focused mission to enable digital transformation with connected data, let’s talk!

Job Summary: 

Reporting to the Vice President of Finance, the Senior Finance Manager will play a strategic leadership role in driving financial planning, forecasting, and operational excellence across Product, Technology, and Services. This role requires a deeper financial expertise, stronger cross-functional leadership, and a more strategic focus on business impact. The ideal candidate will have exceptional analytical and modeling skills, a strong ability to communicate financial insights, and experience partnering with senior leadership to drive company-wide financial initiatives.

Job Duties and Responsibilities:

• Act as a key financial advisor to executive leadership, providing strategic insights and recommendations to drive business growth and efficiency.
• Lead the financial planning, budgeting, and forecasting process across Product, Technology, and Services with a focus on scalability and long-term sustainability.
• Oversee the development of financial models that drive decision-making, including revenue forecasting, cost optimization, and investment analysis.
• Partner closely with business unit leaders to assess financial risks and opportunities, ensuring alignment with corporate objectives.
• Manage and refine the monthly P&L review process, including in-depth variance analysis, scenario planning, and executive-level reporting.
• Drive enhancements in KPI tracking and business analytics, ensuring actionable insights are delivered to senior leadership.
• Provide leadership in Gross Margin analysis, Cost of Sales and Services planning, and Customer P&L management, ensuring financial transparency and profitability.
• Improve financial operations through automation, process refinement, and system enhancements to support data-driven decision-making.
• Collaborate with cross-functional teams to evaluate new business opportunities, including pricing strategy, market expansion, and investment initiatives.
• Mentor and develop junior finance team members, fostering a high-performance and analytical culture.

Skills You Must Have: 

• Minimum of 7+ years of experience in Financial Planning & Analysis (FP&A), with a strong preference for SaaS or technology industries.
• Bachelor’s degree in Business, Accounting, Finance, Economics, Math, or a related field; MBA or CFA preferred.
• Expertise in financial modeling, scenario analysis, and strategic planning to support executive decision-making.
• Advanced proficiency in financial systems such as Adaptive Insights, NetSuite, Tableau, and Excel modeling.
• Strong leadership skills with the ability to influence and engage with senior executives.
• Excellent communication and presentation skills to translate complex financial data into strategic recommendations.
• Experience in managing large-scale financial planning processes, including multi-year forecasting and investment strategies.
• Ability to thrive in a fast-paced environment, managing multiple priorities while m