Financial Planning & Analysis Manager (Hybrid US Based

Profisee exists to empower the possibilities of the data-enabled future. In a world where data drives decisions, opportunity, and innovation, the importance of trusted data simply cannot be overstated. Profisee is a growing Microsoft top-tier partner focused on data management solutions in general and, more specifically, in the area of Master Data Management.

The FP&A Manager (Hybrid) will help drive the preparation of budgets, forecasts, monthly financial analysis & reporting, and ad hoc analysis for all areas of the organization. The best financial analysis pairs solid business intuition with the ability to make confident, fact-based decisions. This role will require the ability to gather disparate pieces of data from multiple sources to uncover insights, root causes, and creative solutions to problems.

Additionally, one must view things through a process lens, and strive to be proactive instead of reactive in how they set up tools that others within the business can use to make better decisions and be more effective.

Reporting to the CFO, the FP&A Manager will work out of Profisee's headquarters in Alpharetta, GA on a hybrid basis. The FP&A Manager will typically come into the office 1-2 days a week.

• Meet with key business leaders to understand the company's current state and identify how you can contribute to scaling the business.
• Engage with functional leaders from finance, sales, marketing, and product to understand the business rhythm and the current state of reporting for internal and external stakeholders.
• Update and maintain basic financial and operational reports.
• Begin to identify areas for opportunity and gaps that can be filled through initial observations and discussions.

• Partner with the CFO to understand and drive regular business reporting.
• Identify obstacles in the current monthly, quarterly, and annual reporting cadence, and present obstacles along with rough hypotheses on potential solutions.
• Review historical financials and performance drivers, formulating insights to align reporting for better decision-making across sales, marketing, revenue, expenses, and investments.
• Collaborate with the management team to prepare materials for quarterly board meetings.
• Become proficient with the general ledger (Net Suite).

• Take ownership of the internal KPI dashboard and financial reporting tools.
• Develop, track, and analyze KPIs across functional areas to identify business trends and support key executive decisions.
• Establish daily, weekly, monthly, quarterly, and annual reporting cadences.
• Explore and address unasked and unanswered questions to hone perspectives on critical drivers of future growth and scale. Align the team on these drivers and deliver analysis and reporting to better assess Profisee's progress.

• Take ownership of the budgeting and forecasting processes, analyze current methods, and present improvements for revenue, cash, and expense forecasting.
• Depending on the start date, partner with the CFO and team to enable a rich and efficient budgeting process, considering Profisee's January 31st year-end.
• Prepare variance analysis throughout the year to improve visibility into performance against the budget and the prior year.
• Identify and deliver 1-2 ad hoc KPI and decision support opportunities. Work with functional leaders to identify these needs, design solutions, and deliver repeatable reports.
• Set up a feedback mechanism (survey, regular check-ins, etc.) to continuously improve the reporting over time.

You are proficient in advanced Excel functions including pivot tables and data analysis tools. You have the ability to create complex financial models and dashboards. You will be able to automate tasks through Excel macros and you are skilled in sensitivity testing.

You are capable of analyzing and…