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Senior Manager of Financial Planning and Analysis

Remote: 
Full Remote
Contract: 
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

Bachelor’s degree in Finance, Accounting or Economics, 4+ years of experience in financial planning and analysis, 2+ years of experience in investment banking, Proven budgeting, forecasting, and modeling skills, Proficiency in financial software like Excel or QuickBooks.

Key responsabilities:

  • Develop and lead the annual budgeting process
  • Provide accurate financial forecasts for decision-making
  • Collaborate with leadership on financial strategies
  • Generate regular financial reports and dashboards
  • Identify financial risks and implement mitigation strategies

Job description

Job Summary: TradeCentric is seeking an experienced and strategic Senior Manager of Financial Planning and Analysis to join our dynamic team. The ideal candidate will play a crucial role in driving financial planning, budgeting, forecasting, and analytical processes. As the Senior Manager of FP&A, you will collaborate with cross-functional teams, provide valuable insights, and contribute to key decision-making processes to support the company's financial goals and growth.

Report to: Chief Financial Officer

Pay Range: The target base salary for this position ranges from $150,000-$170,000, with total on-target earnings (OTE) of up to $200,000. The final OTE will be determined based on several factors, including but not limited to, the candidate’s location, experience, skills, expertise, and alignment with the role’s responsibilities.

Work Location: This role is 100% remote. While we prefer candidates based in the below city/states, we are open to considering candidates from other locations if you feel you meet the role’s qualifications. Don’t hesitate to apply if you’re excited about this opportunity and believe you’re a great fit!

-Charlottesville, Virginia
-Minneapolis, Minnesota
-Raleigh, North Carolina
-Chicago, Illinois
-Boston, Massachusetts
-New York City, New York
-Philadelphia, Pennsylvania

Essential Functions:
  • Financial Planning and Budgeting: Develop and lead the annual budgeting process in collaboration with department heads. Implement effective financial planning strategies to align with organizational objectives
  • Forecasting and Analysis: Provide accurate and timely financial forecasts to assist in decision-making. Conduct variance analysis and identify key drivers of financial performance
  • Strategic Financial Guidance: Collaborate with executive leadership to develop and execute financial strategies. Offer insights and recommendations to optimize financial performance
  • Management Reporting: Generate regular financial reports for executive leadership and other stakeholders (board & lender). Create dashboards and presentations to communicate financial performance
  • Cross-Functional Collaboration: Work closely with various departments to understand their financial needs and provide support. Collaborate with accounting and other teams to ensure accurate financial reporting
  • Risk Management: Identify financial risks and implement mitigation strategies. Monitor market trends and assess their impact on financial performance
  • Other duties as assigned

  • Minimum Qualifications/Experience:
  • Bachelor’s degree in Finance, Accounting, Economics or related field
  • 4+ years of experience in financial planning and analysis
  • 2+ years of experience in investment banking
  • Proven experience in budgeting, forecasting, and financial modeling
  • Strong analytical and strategic thinking skills
  • Excellent communication and presentation abilities
  • Proficiency in financial software and tools (e.g., Excel, financial modeling software, Salesforce, QuickBooks)
  • Ability to thrive in a fast-paced and dynamic environment

  • Preferred Qualifications/Experience:
  • MBA or CFA
  • Prior experience working within a private equity-backed company, with an understanding of the fast-paced, results-driven environment and scalability goals typically associated with PE ownership
  • Prior work experience within a SaaS organization 
  • About Us:
    TradeCentric is transforming the way businesses transact by offering PunchOut, Purchase Order, and Invoice Automation solutions to thousands of companies globally. Recognized on the INC 5000 list for three consecutive years and backed by private equity, we’ve experienced rapid growth as we continue to help B2B buyers and suppliers connect, automate, and scale their digital trading capabilities. Positioned at the intersection of eCommerce and eProcurement, TradeCentric’s cloud-based integration platform is fully managed and purpose-built to simplify the complexities of B2B Connected Commerce.

    Here is an overview of the TradeCentric B2B iPaaS Platform.

    Company Benefits
    At TradeCentric, we have a strong and innovative team dedicated to transforming the way our clients do business. It is our people who make it happen and we strive to take care of our employees in every way we can. Below is a list of benefits that are offered to employees, once eligibility is met:

    🩺 Health Benefits: Medical, Dental and Vision
    💰 Health Savings Account (HSA) and Flexible Spending Account (FSA)
    👨‍👩‍👧‍👦 Dependent Care FSA (DCFSA)
    📈 401k with Company Match 
    🕒 Flexible Time Off
    🕒 Volunteer Time Off
    👶 Paid Parental Leave
    🛡️ Company paid Short Term Disability
    🛡️ Company paid Life Insurance

    TradeCentric is an equal opportunity employer (M/F/D/V). We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, sexual orientation, gender identity, marital status, disability, veteran status, or any other basis protected by applicable federal, state or local law.

    Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Required profile

    Experience

    Level of experience: Mid-level (2-5 years)
    Spoken language(s):
    English
    Check out the description to know which languages are mandatory.

    Other Skills

    • Analytical Thinking
    • Collaboration
    • Microsoft Excel
    • Strategic Thinking
    • Forecasting
    • Budgeting
    • Verbal Communication Skills

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