Job Closed

This listing is no longer active.

TASQ Staffing Solutions logo
TASQ Staffing Solutions

Talent Acquisition done with Speed Quality

Financial Planning & Analysis

Financial Planning and AnalysisFinancial Planning and AnalysisOtherRemoteMid LevelTeam 11-50H1B No SponsorCompany SiteLinkedIn

Location

Oregon

Posted

81 days ago

Salary

0

Seniority

Mid Level

English

Job Description

Financial Planning & Analysis

TASQ Staffing Solutions

Role Description We are seeking a commercially driven, hands-on FP&A leader to oversee company-wide budgeting, forecasting, and financial analysis. This role will work closely with the CFO, VP of Finance, and Controller in a private equity-backed SaaS environment. The successful candidate will lead financial planning cycles, maintain core financial models, manage SaaS performance reporting, and provide actionable insights to senior leadership. This role requires strong financial modeling skills, solid business acumen, and the ability to translate financial data into strategic recommendations. Key Responsibilities: - Financial Planning & Forecasting - Lead the annual operating plan (AOP) and rolling forecast process - Maintain and enhance integrated financial models (P&L and cash flow; balance sheet exposure preferred but not required as full build ownership) - Support annual budget preparation and board-level presentation materials - Develop driver-based models and scenario analyses to support business decisions - Deliver monthly forecast updates incorporating actuals, headcount, operating expenses, and revenue projections - SaaS Revenue & KPI Analysis - Track and analyze recurring revenue metrics (ARR, bookings, churn, retention) - Support revenue forecasting in partnership with Sales and Revenue teams - Provide insights on SaaS unit economics and revenue performance trends - Ensure alignment between financial reports and CRM-reported revenue data - Reporting & Executive Support - Prepare monthly and quarterly management reports - Deliver variance analysis (budget vs actual, forecast vs actual) - Build executive dashboards and board-ready financial summaries - Support strategic initiatives through financial modeling and investment analysis - Systems & Process Improvement - Coordinate data alignment between finance and CRM systems (e.g., Salesforce and accounting systems) - Improve reporting accuracy and consistency - Streamline financial reporting processes through Excel-based improvements and structured templates - Support finance system enhancements as needed - Business Partnership - Partner with department heads to align budgets with business priorities - Provide financial guidance to improve cost efficiency and margin performance - Support leadership in decision-making through data-driven insights Qualifications - Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field - 5 to 10 years of progressive FP&A or corporate finance experience - Experience in a high-growth or subscription/recurring revenue environment - Experience in SaaS or technology companies preferred - Strong financial modeling skills in Excel, including budgeting, forecasting, and scenario modeling - Experience preparing management- or executive-level reports, board reporting - Understanding of subscription revenue metrics such as ARR, MRR, and revenue forecasting - Experience working with CRM (e.g., Salesforce) preferred - Experience with accounting systems (NetSuite, Sage Intacct, or similar) - Experience with BI tools (Power BI, Tableau, Looker) - Strong analytical skills with attention to detail - Ability to work independently in a lean, high-accountability environment - Strong communication skills with the ability to partner with senior stakeholders Ideal Candidate Profile - Proven ownership of budgeting and forecasting cycles - Experience building and maintaining financial models to support business planning - Exposure to executive or board reporting - Working knowledge of SaaS revenue dynamics - Ability to balance technical financial modeling with strategic business support - Experience operating in a lean team structure

Job Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field
  • 5 to 10 years of progressive FP&A or corporate finance experience
  • Experience in a high-growth or subscription/recurring revenue environment
  • Experience in SaaS or technology companies preferred
  • Strong financial modeling skills in Excel, including budgeting, forecasting, and scenario modeling
  • Experience preparing management- or executive-level reports, board reporting
  • Understanding of subscription revenue metrics such as ARR, MRR, and revenue forecasting
  • Experience working with CRM (e.g., Salesforce) preferred
  • Experience with accounting systems (NetSuite, Sage Intacct, or similar)
  • Experience with BI tools (Power BI, Tableau, Looker)
  • Strong analytical skills with attention to detail
  • Ability to work independently in a lean, high-accountability environment
  • Strong communication skills with the ability to partner with senior stakeholders
  • Ideal Candidate Profile
  • Proven ownership of budgeting and forecasting cycles
  • Experience building and maintaining financial models to support business planning
  • Exposure to executive or board reporting
  • Working knowledge of SaaS revenue dynamics
  • Ability to balance technical financial modeling with strategic business support
  • Experience operating in a lean team structure

Related Job Pages

More Financial Planning and Analysis Jobs

Role Description Mutual of Omaha is seeking a highly skilled and detail oriented Senior Financial Accounting Analyst to join our Finance team within the Product Accounting & Reporting function. This role plays a critical part in ensuring the accuracy and integrity of financial reporting through ownership of complex accounting processes, account reconciliations, and journal entries across multiple business units. The ideal candidate brings strong analytical skills, sound accounting judgment, and a passion for continuous improvement. This role partners closely with actuarial, compliance, audit, and finance teams to resolve issues, support close activities, and maintain strong internal controls. As a Senior Financial Analyst, you will take a proactive, highly collaborative approach, leveraging financial systems and data to drive operational excellence and accurate financial outcomes. Qualifications - Bachelor’s degree in Accounting, Finance, Business, or a related field. - 4+ years of accounting or financial reporting experience. - Strong analytical, problem-solving, and organizational skills. - Effective verbal and written communication skills, with the ability to tailor messages to different audiences. - You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. - Able to work remotely with access to a high-speed internet connection and located in the United States or Puerto Rico. Requirements - Prepare, review, and post complex journal entries supporting monthly, quarterly, and year-end close activities. - Own and review balance sheet account reconciliations, including intercompany, valuation, reserve, and suspense related accounts. - Identify and lead process improvement opportunities focused on efficiency, standardization, and strengthened controls. - Maintain and execute reconciliation controls, including out-of-balance analysis and verification procedures. - Ability to manage competing priorities, meet deadlines, and collaborate effectively in a fast‑paced environment. - Ability to travel occasionally (approximately 5–10% annually) to attend Finance and Actuarial events (travel reimbursed). Benefits - Estimated Salary: $80,000-$90,000, plus annual bonus opportunity. - 401(k) plan with a 2% company contribution and 6% company match. - Work-life balance with vacation, personal time and paid holidays.

United States + 1 moreAll locations: United States | Puerto Rico
$80K - $90K / year
Job Closed
Reddit logo

Field FP&A Manager

Reddit

Reddit is an online platform utilized by thousands of communities to connect and converse about a wide variety of topics, including TV and movie fan theories, s

• Responsible for budgeting, forecasting, reporting, variance analysis, and ad-hoc analysis for various areas in the company • Develop flexible financial models and workforce forecasts to analyze headcount growth, incremental hiring needs, and talent acquisition capacity against peer benchmarks and long-term business goals • Provide management with clear insights into drivers of business growth, risks, and opportunities. Play a key role in providing the valuable insights that can translate into business recommendations • Key partner to the business to develop strategies, build insightful forecasting and reporting and drive impactful insights for key leaders. This includes strategic partnership, financial presentations, measuring key metrics for operational performance, and other projects as requested for optimal decision making within an extremely high growth and fast-paced environment • Develop and streamline FP&A processes, focused on adding value and allowing us to scale partnership with the business, including planning and forecasting processes, standardizing and automating reporting, improving how we leverage internal systems, and building operational and forecast models • Work cross-functionally day-to-day with Finance, Accounting, and Human Resources teams in budget management/tracking and evaluating progress against key initiatives, with a keen eye towards process improvement • Partner with cross functional team members to drive strategic resource allocation • Regularly work in a highly visible, cross-functional role with the business and executive leadership

United States
$154.7K - $216.6K / year
Job Closed

Are you an experienced Minnesota Registered Nurse (RN) living in Minnesota looking to support RN Directors of Health Services in Assisted Living Senior Communities by working in a remote, part-time role? Are you knowledgeable about the processes and regulations for Minnesota Assisted Living sites? If you live in Minnesota and if you answered “yes,” we want you on our After-Hours RN team at Cassia! In this RN After Hours role, your primary job is triaging calls from clinical staff for emergency situations. This position is actively working the entire shift answering calls and completing documentation from calls. This role is an extension of the site DHS. You will be expected to reach out to hospitals, families, providers, and at times site directors to coordinate care. In this role, you will be required to become licensed in IA, ND, FL and CO, too and get a TB gold blood test. Cassia will pay for these expenses and give you a cellphone, laptop, monitor, mouse, and keyboard to use. You must have Director of Health Services experience or Assisted Living experience to be considered for these roles. Position Type: Part-Time, Remote Shifts Available (Every other weekend on rotating block schedule): Every other Weekend Days 7:00 AM - 3:00 PM Pay: $36 / hour After-Hours RN Responsibilities: - Triage incoming after-hours calls from clinical staff regarding urgent and emergent resident situations. - Assess, prioritize, and provide clinical guidance to ensure appropriate and timely care. - Coordinate care by communicating with hospitals, providers, families, and site leadership as needed. - Serve as an extension of site DHS to support clinical decision-making and continuity of care. - Document all calls, assessments, interventions, and outcomes accurately in the electronic medical record (EMR) system. - Actively monitor and respond to calls throughout the entire shift. - Provide clear, compassionate, and professional communication to Assisted Living staff, residents, and families. - Build trust through responsiveness, clinical expertise, and consistent follow-through. After-Hours RN Qualifications: - Must have a current Minnesota RN license and be in good standing. - Ability to come to the Edina, MN corporate office for 1 day of training and an annual March meeting and 1-5 days of training at a Cassia site near you based on experience. - Prior RN experience required; must be comfortable with resident care processes in AL setting and/or long-term care. - Must have Assisted Living experience. - Director of Health Services experience preferred, but not required. - Be responsive and knowledgeable to earn trust from Assisted Living staff, residents, and families. - Must have strong communication, organizational and critical thinking skills. - Have experience with electronic medical records, possess a high comfort level learning new technology programs, possess excellent internet connection - Self-starter with a desire to be a part of our RN Triage team that delivers the continuity of care during after-hours. Cassia Benefits: - Competitive Pay with experience-based raises - Tuition Assistance & Student Loan Forgiveness (site-specific) - Generous Paid Time Off (PTO) & 403(b)/401(k) with Employer Match - Comprehensive Health Benefits (Medical, Dental, Vision, Disability, Life Insurance) for Full-Time Employees - Employee Assistance Program with free confidential counseling/coaching for self and family members - Pet Insurance About Us: Cassia is a nonprofit, mission-driven senior care organization with over 200 years of experience. Located in Edina, MN, our home office supports a network of senior living communities and services across Minnesota, North Dakota, Iowa, Colorado, and Florida. At Cassia we are dedicated to fostering fullness of life for older adults by providing compassionate, high-quality care. Our Service Standards of Respect, Excellence, Integrity, Stewardship, Compassion, Collaboration, Unity, and Innovation are the bedrock of all that we do. We value inclusivity, collaboration, and professional growth, ensuring our employees feel supported in their careers. To learn more, visit our website: https://www.cassialife.org/ Join us and become part of a nonprofit organization that truly makes a difference! Cassia is an equal employment opportunity/affirmative action & veteran friendly employer.

United States
$36 / year
Bluestone Properties logo

Vice President of Originations – Multifamily Investments

Bluestone Properties

We are looking for STAR talent nationwide. We know you will love Bluestone! Message us today! bluestonejobs.com

OtherRemoteTeam 51-200Since 2004H1B No Sponsor

• Sustain and preserve relationships with existing network of developers, brokers, and construction lenders. • Create and develop new relationships with developers, brokers, and construction lenders. • Source new construction/ground up multifamily investment opportunities with no geographic restrictions. • Evaluate investment opportunities to expose strengths and weaknesses. • Assist in the closing process of multiple investment opportunities simultaneously. • Monitor and assist in the ongoing asset management needs of closed investments.

California
Job Closed