As a Senior FP&A Manager, you'll drive financial planning and analysis, manage financial models, and collaborate with executives on KPIs and strategic initiatives.
COMPANY
Propel is a fast paced, VC backed company. We help companies, big and small, get their products to market quicker than ever before, with an intuitive and collaborative interface completely built on the Salesforce Lightning platform. At Propel, we don’t believe in just selling a great product. We also pride ourselves on the team we have behind that product. Everything begins and ends with our mission: To create an innovative software company that helps customers propel world changing products.
TEAM
Propel Software Solutions is searching for a highly motivated Senior Finance Manager, to join our fast paced, ever evolving Finance team. This is a hybrid role, working 2-3 days in our Redwood City office. As a contributor of Propel's Finance team, you will work in a friendly, diverse, and collaborative team environment. You will report directly to the CFO in a finance team made up of 5 finance professionals. Working under a small team allows for more personalized one on one coaching and mentoring. We want you to succeed and we invest the time to ensure that happens.
ROLE
As a member of this growing team you will have the opportunity to contribute in a wide range of cross functional initiatives. Your day to day responsibilities will involve driving and executing our financial planning and analysis functions. As part of this role you will also have the ability to grow into a strong driver in shaping and owning financial operations. During this journey you will work closely with the CFO and Controller who combined have 20+ years of experience in both public and private companies.
In this role you can expect to:
- Own the excel financial model including modeling for financial statements and SaaS metrics
- Work with cross functional executives to dashboard and instrument KPIs, and ensure data integrity across all platforms
- Partner with the CFO and Controller to tackle tough business problems through analytics
- Architect the analytical foundation for the company as it scales
- Deep dive on analytics related to revenue, sales productivity and margins
- Assist in managing investor relations
- Partner with accounting to generate a comprehensive monthly reporting package
- Work with functional leaders to analyze our business and help them achieve their KPIs
- Manage relevant data systems
- Drive future scope of financial planning platform
- Own the annual, quarterly, and monthly financial planning/forecasting process and financial modeling
- Own the cash forecasting process
To be successful in this role you bring:
- Advanced Excel skills with deep experience of financial modeling/forecasting within the Income Statement, Balance Sheet and Cash Flow and understanding how the inputs of modeling the three financial statements are connected
- 4+ years experience of modeling/forecasting for a SaaS company with deep understanding of SaaS metrics
- 6+ years financial analysis experience
- Strong technical skills and experience with aptitude of learning new software and systems
- Bachelor's degree
- Experience diving into data and metrics and explain key business drivers
- Self directed and always looking for ways to improve the business processes
- Strong experience with cross functional partnering and ability to build strong influence among business partners
- Excellent written and verbal communication skills
Other skills that would be useful:
- Ability to present complicated concepts in a simple manner
- Experience with the Mosaic Financial Planning Application
- Experience with the Salesforce platform and BI tools (Looker, Tableau, etc)
- Start up experience where you have experienced a wide range of accounting processes
- Experience in Powerpoint and Google Suite
Please note: Emails from Propel's Recruiting Team may land in spam. Please check your spam filter, and make sure propelsoftware.com is marked safe for your inbox.
Authorization to work in the United States is required; please note that at this time, Propel is not sponsoring visas for any positions.
Top Skills
Excel
Looker
Mosaic Financial Planning Application
Salesforce
Tableau
Similar Jobs
.png)
Fintech • Consulting
The Senior Manager FP&A will lead expense forecasting and reporting, managing a team to provide financial analysis and support strategic objectives.
Top Skills:
Hyperion EssbaseExcelObiPower BITableau
Big Data • Food • Hardware • Machine Learning • Retail • Automation • Manufacturing
The Director, Global Financial Planning & Analysis leads financial planning processes, analyzes business performance, supports executives, and improves efficiency across the organization.
Top Skills:
Data Visualization ToolsFinancial Planning Software
Financial Services
The role involves supporting the Global Corporate Banking team by preparing marketing materials, developing financial models, and collaborating on client transactions. Analysts will gain exposure to financial solutions while enhancing their analytical and project management skills.
What you need to know about the Montreal Tech Scene
With roots dating back to 1642, Montreal is often recognized for its French-inspired architecture and cobblestone streets lined with traditional shops and cafés. But what truly sets the city apart is how it blends its rich tradition with a modern edge, reflected in its evolving skyline and fast-growing tech industry. According to economic promotion agency Montréal International, the city ranks among the top in North America to invest in artificial intelligence, making it le spot idéal for job seekers who want the best of both worlds.
Key Facts About Montreal Tech
- Number of Tech Workers: 255,000+ (2024, Tourisme Montréal)
- Major Tech Employers: SAP, Google, Microsoft, Cisco
- Key Industries: Artificial intelligence, machine learning, cybersecurity, cloud computing, web development
- Funding Landscape: $1.47 billion in venture capital funding in 2024 (BetaKit)
- Notable Investors: CIBC Innovation Banking, BDC Capital, Investissement Québec, Fonds de solidarité FTQ
- Research Centers and Universities: McGill University, Université de Montréal, Concordia University, Mila Quebec, ÉTS Montréal
