Manager, FP&A

July 30

🗽 New York – Remote

Although this job is listed in New York, this company may be open to hiring remote in other states.

💵 $120k - $150k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

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Shelf

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SaaS • Enterprise • Artificial Intelligence

Shelf is a company specializing in next-generation knowledge management solutions aimed at improving data quality for enterprises using Generative AI (GenAI). Established in 2017, Shelf helps organizations eliminate bad data in documents to ensure more accurate and trusted GenAI answers. Recognized for its contributions to unstructured data quality management, Shelf assists companies in deploying GenAI with confidence by providing transparency over data sources and offering strategies to prevent poor data from corrupting GenAI outputs. With a reputation for enhancing the quality of content across various industries, their platform is acclaimed by major clients like Amazon, Lufthansa, and the Mayo Clinic for improving knowledge content consistency and accuracy. Shelf's comprehensive technology integrations and readiness solutions support enterprises in overcoming the data quality challenges in AI projects.

51 - 200 employees

☁️ SaaS

🏢 Enterprise

🤖 Artificial Intelligence

📋 Description

• We are seeking a highly analytical and strategic Manager of Financial Planning and Analysis to join our growing finance team. • The 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. • 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, including income statements, balance sheets, and cash flow statements. • 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.

🎯 Requirements

• 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. • 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.

🏖️ Benefits

• Competitive salary: $120,000 - $150,000 • Generous equity grant in the form of company stock options • Open PTO • Comprehensive health and wellness packages