FP&A & Commercial Finance Manager (SaaS)

As an FP&A & Commercial Finance Manager at InvGate, your main responsibilities revolve around financial planning and analysis. You will lead the budgeting process, enhance our financial systems, and provide strategic insights into revenue growth and cost management. This role also involves working closely with cross-functional teams, particularly in sales and marketing, to support pricing and deal structures, ensuring that financial outcomes align with business objectives.

Candidates for the FP&A & Commercial Finance Manager position at InvGate should hold a Bachelor's degree in Finance, Accounting, or Economics, with an MBA or professional finance certification being a plus. Robust experience in finance, especially within a SaaS or tech-driven environment, is essential. Familiarity with SaaS financial metrics and proficiency in tools like NetSuite and Google Sheets/Excel are necessary skills for this position.

At InvGate, the FP&A & Commercial Finance Manager role offers numerous opportunities for career development. You'll benefit from fully covered English classes, technical training, and a clear path for team leadership. As you lead and mentor finance professionals, your skills will grow alongside the company's expansion, opening doors for future advancement within the organization.

The FP&A & Commercial Finance Manager at InvGate plays a crucial role in achieving strategic goals by providing financial insights that guide decision-making. You will assess financial outcomes, conduct variance analysis, optimize financial metrics, and support initiatives for growth opportunities, such as M&A or new product launches, which align with InvGate’s long-term objectives.

The work environment for the FP&A & Commercial Finance Manager at InvGate is collaborative and supportive. This hybrid role involves both in-office and remote work, promoting a balance between flexibility and teamwork. You will be situated in Belgrano, CABA, working closely with the executive leadership team and other departments to ensure financial discipline and drive overall success.

Managing the annual budgeting process requires a structured approach. Begin by collaborating with department leaders to gather inputs aligned with business goals. Develop clear timelines and communicate expectations. Use forecasting tools and historical data to project future revenues and expenses accurately. Lastly, continuously review progress and adapt to ensure alignment with overall company strategies.

In this role, financial modeling is vital for analyzing various scenarios and making data-driven decisions. I have experience building comprehensive models that incorporate revenue projections, cost structures, and key SaaS metrics like ARR and CAC. This enables our leadership team to visualize potential outcomes and assess the impact of strategic initiatives, which is essential for sustainable growth.

Ensuring accuracy in financial reporting involves thorough checks and balances. I implement a systematic review process, which includes cross-verifying data against source documents, utilizing financial systems for automated checks, and reconciling reports with other departments. Continuous training for the finance team on reporting standards and software also helps maintain high accuracy levels.

My approach to variance analysis starts with setting clear benchmarks during the forecasting period. I regularly compare actual results against forecasts to identify discrepancies and analyze the reasons behind them. This involves engaging with stakeholders to understand operational nuances and using insights to adjust future forecasts, helping to create a proactive and responsive financial environment.

Collaboration with sales and marketing is crucial for this role. I would regularly engage with these teams to understand their strategies and challenges. Providing financial insights can help optimize pricing and contract negotiations. Additionally, evaluating the ROI of marketing campaigns informs a more effective budget allocation, ultimately ensuring all initiatives align with the company's financial goals.

Leading my team effectively involves fostering an environment of transparency and collaboration. I prioritize open communication, ensuring team members feel comfortable sharing ideas and feedback. I also invest time in mentoring, providing professional development opportunities tailored to individual strengths and career aspirations, which not only enhances team performance but also boosts morale.

In the context of the FP&A & Commercial Finance Manager position, essential SaaS metrics include ARR, LTV, CAC, churn rate, and gross margin. Each of these metrics provides valuable insights into revenue generation, customer profitability, and overall business health, allowing for informed strategic decisions that drive growth and operational efficiency.

I stay updated with financial regulations and standards through continuous education and professional development. This includes attending relevant workshops, following industry publications, and actively participating in finance-related networks and forums. Networking with peers also provides insights into best practices and changes in financial regulations impacting the SaaS industry.

I have experience using financial systems like NetSuite for comprehensive financial management and reporting. Additionally, I am proficient in Excel and Google Sheets for financial modeling and data analysis. I also utilize business intelligence tools for visualizing financial data, which aids in presenting insights clearly to stakeholders.

In a previous role, I developed a financial model that predicted the impact of a new product launch on our financials. By analyzing potential revenues, costs, and customer acquisition metrics, I provided actionable insights that informed our decision to proceed with the launch, ultimately resulting in significant revenue growth and market expansion.