What the job involves

• Budgeting and Forecasting: Support the annual budgeting and forecasting processes, working directly with key stakeholders to gather inputs and drive results.
• Improve and maintain the financial models required to support budgeting, forecasting, and monthly reporting.
• Own monthly closing activities (Accruals, Opex approvals, Departmental reporting, etc.) to monitor and control spending and to provide detailed reporting to senior management.
• Reporting: Own & improve key reporting documents (e.g. Monthly Board Financial Package, Finance dashboards, ad hoc reports etc.) including:some text
  • Core financial statements incl: Monthly, Quarterly, and Annual P&L, BS and CFS with variance commentary vs. Budget, Forecast and Actuals
  • P&L by region, channel, and product
• Participate and/or lead strategic planning initiatives by actively collaborating with AVP Finance and CFO in analyzing complex sets of information (e.g. Sales detail by product, long-range plan, cost optimization) and producing presentation documents for top management

Who you are

• Bachelor’s Degree in finance, accounting, business, or related field preferred but not required
• 5+ years proven experience in finance or financial planning and analysis
• Proficiency in financial modeling, forecasting and budgeting.
• Advanced knowledge of Excel and ERP/Planning software (e.g. Netsuite, Oracle, Hyperion).
• Strong presentation skills with proficiency in Microsoft Powerpoint.
• Knowledge of planning and performance processes, including annual budget, monthly forecast, and periodic business reviews
• Strong quantitative abilities and the ability to solve complex problems
• Great interpersonal and communications skills, verbal and written
• This position works on a hybrid office model and will require being in our NYC office 3x/week

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Who you are

• 8-10+ years of experience in professional financial practice/corporate finance, including FP&A leadership
• Experienced at managing high-performing FP&A teams and evolving the FP&A processes, in particular for a fast-growing organization
• Passion for financial modeling, data analysis, and collaborating with business leaders to build and execute financial plans successfully
• Degree in Finance, Accounting, Economics or Business Administration preferred
• Advanced understanding of GAAP financial statements
• Rigorous analytical thinking and strong problem-solving skills
• Have a clear track record of successfully cultivating cross-functional business partnerships
• Effective written and verbal communication skills, also at the executive level
• Ability to strive in a fast-paced environment and to deal with ambiguous situations
• A desire to join a startup and make critical contributions to the success of the company

What the job involves

• Establish, manage, and grow the FP&A team that will support the executive team in understanding the financial implications of strategic decisions (resource investments, spend allocation, business planning, etc.)
• Set up and lead the company long-term (multi-year) and short-term (annually or semi-annually) planning processes
• Establish processes and systems to forecast and report on financial performance, manage budgets, and facilitate decisions on major spend requests in partnership with the business
• Define and report on the key business metrics, proactively analyze business trends and identify opportunities to improve financial performance
• Play a leadership role in fundraising, M&A, Board of Directors communications, and investor relations

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Who you are

• Expert financial modeling experience with strong attention to detail
• Ability to quickly identify and methodically resolve potential road-blocks
• Rigorous analytical thinking and strong problem-solving skills
• Excellent presentation and writing skills and the ability to clearly communicate messages that link business issues, financial results, and strategy at the executive level
• Strong track record of building successful cross-functional partnerships
• 5+ years of relevant experience in investment banking, private equity, FP&A, strategic finance, or related fields — preferably for a B2B and/or SaaS business.
• Prior experience leading annual / semi-annual planning cycles, managing high-performing FP&A teams, and evolving FP&A processes is a major plus
• Degree in Finance, Accounting, Economics or Business Administration preferred
• A desire to join a growing tech company, move fast, and make critical contributions to the success of the company

What the job involves

• As the Strategic Finance lead, you and your team will own our company model and lead our consolidated strategic and financial planning processes
• Serve as a thought partner to cross-functional stakeholders and ensure they have the necessary resource allocations to invest in key investments/initiatives
• Drive alignment on KPIs and key metrics to track team-specific and company-wide trends, growth initiatives, business performance, and provide visibility into operating performance
• Understand and analyze the levers that drive TRM’s long-term financial trajectory
• Implement a best-in-class planning system that will scale
• Partner with the accounting team to make sure forecasts are aligned with historical financials
• Play a leadership role in fundraising, M&A, Board of Directors communications, and investor relations
• Establish, manage, and grow the team that will support the executive team in understanding the financial implications of strategic decisions (resource investments, spend allocation, business planning, etc.)

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Who you are

• Bachelor’s degree in Finance, Accounting, or Economics
• 2-4 years of progressively responsible financial or accounting experience in a SaaS organization or investment banking
• At least 2+ years of budgeting and forecasting analysis
• Advanced experience with Excel to create financial models
• Advanced experience with SalesForce reporting
• At least basic experience with PowerBI or other data visualization tools, preferably with exposure to SQL
• Proven analytical, critical thinking, problem-solving skills, and quantitative abilities
• Strong proficiency in PowerPoint and other basic Microsoft applications

What the job involves

• Partner with the FP&A Manager as it relates to quarterly forecasting, annual budgeting process, operating plan variance and special projects or ad hoc analyses
• Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses, balance sheet, and cash flow, as well as non-financial key performance indicators across the business (sales, product, marketing, etc.)
• Monitor key performance indicators in PowerBI, financials, and other data sources; highlight trends and analyze causes of unexpected variances in KPIs and financials
• Assist in the annual budget processes, including developing key assumptions while working with business partners to ensure budgets are appropriate
• Support month-end, quarter-end, and year-end close of financial statements
• Maintain detailed financial models for budgeting, forecasting, and other long-term modeling needs
• Support the preparation of board reports, decks and analyses
• Serve as liaison between the business and Finance to detect and correct P&L issues, ensure appropriate cost control, accurate forecasting, and insightful business understanding
• Support leadership and HR in developing, enhancing, and tracking compensation plans
• Prepare quarterly commission payout calculations for sales organization
• Assist in other various strategic and operational projects and ad hoc analysis as needed

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Who you are

• 8+ years of experience in finance
• Demonstratable experience of working within a fast-paced finance function.
• Life science industry and prior clinical trial experience are preferred
• Strong Excel and financial systems experience, with the ability to manipulate and interpret key financial data.
• High level of accuracy and attention to detail.
• Demonstratable experience of prioritizing workload and managing multiple tight deadlines effectively under pressure in a fast-paced environment.
• Excellent communication skills with the ability to forge strong internal and external working relationships, and the confidence to challenge information constructively.
• R&D P&L Opex Experience
• Enthusiastic team player with an approachable manner and an ability to engage with colleagues across the business with a constructive and can-do attitude to deliver the successful completion of team outputs within required deadlines.

What the job involves

Forecasting & Reporting

• Develop budgets for multiple Global Phase III Clinical Trials to also be leveraged for LRP
• Own R&D headcount forecasting
• Review/Comment to variance analysis for R&D function leads on a monthly basis

Business Partnering

• Collaborate cross-functionally with R&D departments leads to achieve company financial goals
• Provide financial impacts to key business decisions
• Lead from a financial perspective contract negotiation with vendors and provide finance expertise

Technical Skills

• Assist with the Company’s future infrastructure upgrades by helping building out Planful reports
• Create/Enhance FP&A Models

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What the job involves

- Help us run $20m media + events biz

- Enjoys being a leader but also detail oriented

- Likes helping on ops side, with vendors, etc.

- Enjoys working on tiny team

- Likes SaaStr!

Who you are

• A Qualified Accountant (ACA, ACCA, CIMA or equivalent) with an anticipated 3-6 years PQE in a relevant role/industry, depending upon your growth trajectory and career to date

• Experience in an FP&A/Financial Analyst/Commercial Finance role in industry

• Academically strong, a degree in Accounting, Economics, Business or a similar field

• Systems and financial modelling experience, preferably including SAP/SAC or similar

• Advanced Excel and PowerPoint skillset• Pro-active self-starter, eager to learn and develop and enhance their career

• A team player and strong communicator. Commercial. Inquisitive.

• High-quality presentational output and attention to detail

• Sector experience in technology or large-scale real estate/infrastructure investment would be a bonus, preferably data centre including hyperscale data centre operators

• Has worked or can work in a fast-paced, growth environment

• Experience in Corporate Finance / Desire to build knowledge of capital raising (debt/equity)

What the job involves

• Own assigned areas of the budgeting, forecasting and business planning process; establish appropriate inputs and outputs, timetables and necessary levels of analysis to clearly ‘tell the story’, enabling informed decisions to be made by the business

• Be a Finance Business Partner to Senior Management and Department leads, playing a key role in ensuring that these key stakeholders achieve their targets

• Establish new planning tools and outputs, including automation and migration of budgeting, forecasting and reporting functionality from Excel to SAP/SAC

• Financial modelling and analysis, including BAU analysis, modelling and stakeholder reporting, as well as supporting investment cases for new site underwriting and analysis where appropriate (greenfield, brownfield, sale & leaseback and M&A)

• Provide assistance as appropriate to the Head of FP&A and CFO (and other key stakeholders) when raising further funding (debt or equity) and other ad hoc projects

Who you are

• 4+ years of experience in Finance required, with preference given to CPG experience. Food experience is a plus!

• Bachelor’s degree in Finance or related field required.

• Experience in NetSuite or other ERP system preferred.

• Proven ability to distill complex financial information into clear and compelling narratives.

• Strong technical finance skills, including advanced Excel modeling, scenario planning, and analysis abilities.

• Automation and visualization experience in PowerQuery or PowerBI highly sought after.

• Strong attention to detail, critical thinking, and problem-solving skills.

• Exceptional interpersonal and communication skills.

• Ability to work strategically and collaboratively across departments.

• Proactive in identifying and implementing system & process improvements.

• Action-oriented, able to thrive in a fast-paced and dynamic environment.

• Humility and eagerness to chip in wherever necessary to support the team.

• A passion for natural food and healthy eating, as well as a desire to change how we think about ingredient labels

What the job involves

• Monthly FP&A Process Management:
  • Coordinate the monthly FP&A process and collaborate with budget owners to provide accurate and timely input.
  • Compile inputs to create a comprehensive financial forecast and effectively communicate results to various stakeholders.
  • Monitor financial KPIs to track company performance and improve profitability.
• Financial Reporting & Storytelling:some text
  • Develop clear and concise financial reports to guide stakeholders in understanding our financial performance.
  • Present financial data in a digestible format, facilitating informed decision-making.
  • Articulate financial trends and forecast impacts to stakeholders, highlighting risks and opportunities.
  • Utilize financial data to identify insights and provide recommendations to business partners.
  • Utilize technology to automate and streamline financial processes.
• Strategic Financial Planning:some text
  • Contribute to building a long-range plan and annual plan that reflects the strategic priorities of the business, by collaborating with commercial finance, operations finance, and cross-functional teams.
  • Perform scenario analyses to aid in strategic decisions and long-range planning.
• Innovation Analysis and Financial Modeling:some text
  • Construct accurate multi-year Forecasted P&Ls for new item innovation items and portfolio renovation projects.
  • Build and maintain financial models, scenario plans, and risk assessments to support strategic decisions.
  • Provide financial leadership to guide cross-functional project teams in developing innovation that exceed our financial goals.
• Board of Directors & Financial Acumen Support:some text
  • Aid in preparing materials for Board of Directors meetings to ensure clear and comprehensive communication of financial information.
  • Support initiatives to increase financial literacy among Simple Mills employees.
• Performs other projects as assigned.

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Who you are

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 5+ years of experience in financial planning and analysis, preferably in the technology or SaaS industry.
• Strong proficiency in financial modeling, forecasting techniques, and data analysis.
• Advanced Excel skills in large data sets, statistical modeling, and organized data flow.
• Financial planning software (EPM) experience (e.g., Adaptive Insights, Anaplan, Oracle).
• Financial reporting software (ERP) experience (e.g. Netsuite, SAP, Quickbooks).
• Proven analytical and problem-solving skills with a keen attention to detail.
• Ability to communicate complex financial concepts effectively to non-financial stakeholders.
• Proactive mindset with the ability to work independently and prioritize tasks in a fast-paced environment.
• Strong interpersonal skills and ability to collaborate effectively across departments.
• Enthusiasm for technology and a passion for driving continuous improvement.

What the job involves

• Develop and maintain financial models to support budgeting, forecasting, and long-term strategic planning within an established EPM.
• Analyze financial data, trends, and key performance indicators (KPIs) to identify opportunities for cost optimization, revenue enhancement, and business growth.
• Prepare monthly, quarterly, and annual financial reports, including variance analysis and commentary on key drivers.
• Collaborate with department heads to develop project-based business cases to continue to scale the business while ensuring alignment with company goals.
• Conduct ad-hoc financial analysis to support decision-making and address specific business inquiries.

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Who you are

The ideal candidate will have the following key experience:

• Operating in a senior finance role (Director/VP of Finance, CFO) within a high growth, internationally scaling technology business (B2B, B2C, SaaS)
• Background in FP&A, accounting or commercial finance
• Building and leading a robust finance team
• Managing capital allocation, setting KPIs across all functions, and leading the weekly business review
• Operating in an international business where they would have played an integral role in expansion and growth in international markets
• Experience with setting up finance and/or accounting processes from scratch, including implementing finance management software
• Creating operational excellence in a scaling business; ensuring appropriate and robust systems around financial control, tax, and audit, under different jurisdictions at an international scale
• Experience with managing complex international tax issues

What the job involves

General Leadership

• Form part of the leadership team responsible for the successful and sustainable growth of Wheely
• Play a key role in setting the strategic direction of the business alongside the founders and senior leadership team
• Leverage the board and investors to help achieve goals, deliver meaningful business outcomes, and positively influence the strategic direction of the company
• Build, develop, and provide hands-on leadership to an effective Finance team (15+)

Investor Relations, Fundraising, and Transactions

• Shaping the equity story/supporting the founder & board on fundraising and fielding Q&A
• Maintaining and improving the drivers of shareholder value around; Incremental revenue, operating margin, cash generation, capital expenditure, working capital investment, cost of capital etc.

Strategy, Analysis & Modelling

• Lead the implementation of the financial planning system
• Drive performance management through the setting up and maintaining of OKRs, KPIs, appropriate business analysis, revenue projections, and forecasting processes to facilitate short, medium, and longer term business and operational planning across all functions to help decision-making
• Implementing a global financial consolidation across all aspects of the business, in order to leverage the existing markets in which Wheely operate and expand in to new ones
• Develop and grow the FP&A and commercial finance function across the unit economics, metrics and drivers that are key to Wheely model, supporting decision making across all functions of the business
• Develop a strong budgeting and forecasting process to support Wheely’s growth in existing markets as well as new market entry

Core Finance

• Leading the operational finance side of the business (budgeting, cash flow, forecasting, treasury, tax, and audit) and owning the weekly business review
• Preparation of management accounts, budgets, and forecasts for the business and monitoring performance against plans
• Interacting and managing key external relationships including investors, auditors, lawyers, and clients
• Consolidation of global revenues across all international markets
• Oversee all AR/AP, bookkeeping, and tax declaration processes

International

• Play an integral role in international expansion by ensuring Wheely has a financial structure that is fit-for-purpose, including the management of legal entities, international tax, transfer pricing, and currency exposure
• Wheely operates its platform internationally, and as such, is subject to complex local tax legislation. The CFO will need to understand and implement, including with the help of local advisors, effective tax measures that identify tax risks early and address them

Internal Process Development

• Owning and improving internal processes such as procurement, vendor management, and expense approvals
• Partnering with other functions (Legal, HR) to automate and streamline document flow and decision making process

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Who you are

• Qualified accountant (ACA, ACCA, CIMA) or overseas equivalent; CIMA preferred
• Extensive commercial finance and FP&A (ideally regional or international) experience gained in a fast-paced consumer driven sector
• Experience with a modelling standard (e.g. FAST) is a plus
• Experience with digital marketplaces and / or founder led start-up or scale-up a plus
• Experience in process implementation / continual improvement
• High emotional intelligence, with the ability to effectively partner with unit heads, department leads, and deputize for the CFO as needed
• Ability to be dynamic and operate both as part of a team and autonomously when necessary
• Ability to be hands-on in approach, not shying away from getting down in the detail when necessary
• Extremely analytical mindset with a high attention to detail
• A clear record of achievement and career progression to date

What the job involves

• Budgeting: Lead the annual budget process and interim reforecasting, ensuring resources are aligned to enable the delivery of targets
• Business Partnering: Support all departments (i.e. operations, marketing, sales, R&D etc) and management with strategic financial analysis and scrutiny of ad-hoc business cases and strategic initiatives. This may include cost optimisation projects, pricing/profitability review, marketing or marketplace investment analysis, customer cohort and lifetime value analysis, go to market launch planning etc. The hire will lead and inspire the production of more granular plans and analysis as required
• Forecasting: Collaborate with the investor relations team to develop the long-term forecast, incorporating strategic goals, market trends, expansion planning and exec team vision. Support in investor relations related diligence of the the long term forecast
• Financial Reporting: Produce monthly / yearly management account reporting and the associated analysis (i.e. variance reporting, disclosures) and controls. The hire will lead performance reviews with the leadership team and keep a pulse on P&L performance, guiding corrective action where needed. They will champion data-driven decision-making, using insights to inform

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What the job involves

• Develop actionable management reporting and dashboards to highlight key performance metrics, variances, and trends
• Prepare monthly variance analysis and operating reviews to track business success
• Conduct “deep dives” and other ad hoc analysis to support strategic initiatives, investment decisions, or risk mitigation efforts
• Own ongoing model development and prepare business cases to evaluate the ROI of growth initiatives and product launches
• Develop and maintain quarterly KPI and P&L forecasts and evaluate different scenarios
• Prepare annual operating budgets and top-line growth plans
• Serve as a trusted advisor to Directors, VPs, and C-Suite executives to help them meet or exceed their goals and objectives
  

Who you are

• Bachelor’s Degree in Commerce, Accounting, or Finance
• 3-5 years FP&A experience (budgeting, forecasting, analytics, and reporting)
• Advanced Excel or Google Sheets skills and significant financial modeling experience
• Proven track record of driving significant impact in complex business situations
• Must have a builder’s mentality and growth mindset
• Love of new challenges and ability to work in a fast-paced, entrepreneurial environment

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What the job involves

• Manage, support, and develop a team of FP&A Analysts, fostering both a fun & high-performance culture
• Review and support key monthly processes, including monthly financial model actualization, department budget to actual review, & stakeholder reporting package creation
• Own the reporting & forecasting for complex areas of the business, including balance sheet, cash flow, select revenue streams, and key SaaS metrics
• Manage the quarterly reforecast processes, ensuring alignment between key stakeholders, and producing impactful reporting to summarize projected business performance against the  annual operating plan
• Drive the annual budgeting process, collaborating with various departments to align investments with strategic company objectives
• Assisting in the implementation of an FP&A software and continue to identify automation opportunities, including the enhancement of our reporting foundations
• Support other ad-hoc strategic finance projects as assigned

Who you are

• 5+ years of progressive experience in FP&A, investment banking, strategy consulting, strategic finance, or other equivalent experience
• Bachelor’s degree in Finance, Accounting, or related discipline
• Proven leadership skills and experience managing a team
• Strong business acumen with the ability to quickly understand business models and  identify key drivers that connect to the overall financial picture
• Advanced user and experience with financial reporting systems and analysis tools to deliver timely and accurate insights (ex: Netsuite, Adaptive, Tableau, etc.)
• Excellent communication and presentation skills, ability to tell cohesive stories with numbers to finance and non-finance audiences
• Expertise in financial modeling & forecasting

What the job involves

• Assist with all aspects of budgeting, forecasting, trend analysis, and presenting financial performance.
• Manage and execute on multiple priorities and deadlines in a fast-paced environment.
• Drive ROI mindset and accountability across the business, departments, and functions.
• Design supporting presentation materials for executives and the board and be prepared to communicate same material to all levels of the organization.
• Demonstrate working knowledge of GAAP and drive tight alignment with accounting in modeling and projecting detailed financial statements.
• Work collaboratively and cross functionally with other departments and managers.

Who you are

• Bachelor's Degree in Accounting, Finance, Business or similar discipline with analytical bias, MBA / CPA / CMA is a plus.
• 3+ years’ experience performing corporate financial planning, budgeting and analysis for a large publicly traded company,
• Retail industry experience highly preferred
• Strong proficiency with Excel - must pass Excel proficiency test
• Experience preparing presentations and communications to investors and board members, including Brand Presidents and Senior Executives,
• Strong operational business acumen and ability to breakdown complex concepts and structures into root components, including unit economics
• Bias towards process, automation, and action
• Experience and expertise with financial planning systems a plus
• NetSuite experience is beneficial, not required

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What the job involves

• Responsible for  planning processes (strategic 3Y business plan and annual budget) processes working collaboratively with Executive team
• Responsible for setting the monthly reporting framework and for producing monthly management accounts including key business KPIs, working collaboratively with the Accounting department.
• Supporting CFO in optimizing operations through reporting, ad hoc analysis and effective operating mechanisms with a focus on Orders to cash and cost management
• Leveraging the above to perform a regular (~ monthly) reforecast and resulting in recommendations on cost savings and revenue & cash optimisation
• Supporting CFO with regular interactions with external stakeholders (P/E shareholders, lenders, etc)
• Lead finance data governance and drive projects aiming to improve BI capabilities

Who you are

• FP&A expertise and experience in a similar context/role
• Strong accounting background  
• Interest in high performing environments / PE-backed structures
• People Management experience would be an advantage
• Advanced Excel skills and data / BI-centric mindset  
• Excellent organisation and planning skills with the ability to work to strict deadlines whilst maintaining quality and accuracy.
• Must have a hands-on approach.
• Experience managing risk and implementation of process improvements.

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