Sr. Financial Planning & Analysis Manager

U24-033

Discovery Business Center 15211 Laguna Canyon Road, Irvine, California

Choose One

Accounting and Finance

Full-Time/Regular

Job Purpose

Develop and maintain financial models to provide business and financial analysis to support company initiatives and act as financial advisor to Finance Management and business functions.

Key Responsibilities

• Long Term Plan (LTP) Model and Forecasting / Budgeting

o Develop and maintain model on a regular basis, work with various business units and functions to gather inputs, generate sensitivity analysis, and create reports and presentations

o Model various corporate strategic initiatives and layer on to the LTP model

o Assist with the monthly forecast and annual budget activities

• Commission analyses

o Assist with testing and implementation of commission plans

o Work on monthly commission expense and other ad hoc commission related projects

• Ad hoc analyses

o Create financial models and what-if scenarios to generate insights on various strategic matters.

o Research and Present meaningful, impactful, and timely business and financial analysis to guide Finance Management and business functions to improve operating and financial performance

• M&A

o Develop financial model for integration and work with various business functions to gather inputs for the model

o Assist with due diligence

o Interact with business functions of acquired companies to track performance

o Assist with budgeting and monthly forecasting for acquired company

• Prepare various presentations and financial reports to investors.
• Work on special projects as needed

• BA in Finance or Accounting; MBA preferred
• 9+ years of progressive experience in Finance and financial modeling
• Software industry and experience with SaaS business model is required
• Prior experience in FP&A, Corporate Development, Strategic Planning, Investment Banking, Management Consulting is a plus
• Strong financial modeling and quantitative skills
• Strong Excel background
• Experience with influencing strategy and decision making through analysis, financial modeling, and scenario planning
• Experience in distilling large data sets and complex topics to key business concepts and insights (storytelling)
• Systems background preferably in Salesforce and NetSuite.
• Strong EQ; ability to work effectively with all members of the organization and in cross functional teams
• Detail orientated with the ability to see the big picture and work with little supervision
• Ability to work proactively and independently and meet tight deadlines

Tungsten Automation Corporation, Inc. is an Equal Opportunity Employer M/F/Disability/Vets

While the job description describes what is anticipated as the requirements of the position, the job requirements are subject to change based upon any changing needs and requirements of the business.

The base salary range for this role, across the US is $155,757 - $280,362. Your actual base pay within this range will be determined by your work location as well as skills, qualifications, experience, and relevant education/training. The range provided reflects only the base salary for the role and does not include benefits.