Finance Manager

Overview

CARET brings the latest in technology and automation to over 10,000 legal and accounting firms, empowering highly skilled professionals to refocus their expertise on what truly matters. CARET harnesses powerful and secure practice management, document automation, and payment processing to take firms, professionals, and their clients further.

Our team-defined values guide how we show up for each other, for our partners, and for our customers:

• We succeed together.
• We embrace progress.
• We care big.
• We create space.

We’re looking for a Finance Manager who thrives in a fast-paced, high-growth tech environment and excels at connecting financial insights to strategic execution. This role is ideal for a proactive finance professional who enjoys partnering cross-functionally and leading strategic projects that impact the company’s trajectory.

The Finance Manager will serve as a strategic business partner, supporting company-wide initiatives that connect Finance, GTM, and Operations. This position will report to the VP, Finance. This role combines analytical rigor with business acumen, helping the organization translate complex financial data into actionable insights and ensuring strategic consistency across product, sales, marketing, and corporate initiatives.

• Serve as the finance lead for cross-functional Go-To-Market initiatives across Sales, Marketing, Customer Success, and Product.
• Serve as financial lead on pricing and packaging strategy, product commercialization, and financial modeling.
• Collaborate with Sales on large or complex deals, ensuring timely financial insight and alignment.
• Design scalable GTM processes and workflows that improve efficiency and productivity.
• Support GTM organizational design including territory design, quota management, and compensation planning.
• Own compensation plan modeling and updates aligned with company objectives.

• Lead preparation of external financial reporting for PE and lender stakeholders.
• Produce financial statement forecasts and own a rolling cash flow forecast.
• Own monthly and quarterly reporting cycles ensuring data integrity and insight generation.
• Provide ad hoc financial analysis for the CEO, CFO, and Board focusing on business performance, scenario planning and risk assessment.
• Support M&A-related analysis, integration planning, and consolidation activities.

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
• 6+ years of experience in Finance, FP&A, or Strategic Planning
• Strong understanding of SaaS business models and metrics (e.g., ARR, NRR, CAC, LTV, Gross Margin)
• Proven experience working cross-functionally with Sales, Marketing, and Operations teams.
• Strong analytical, modeling, and strategic problem-solving skills.
• Hands-on experience with financial consolidation and reporting systems (e.g., Net Suite, Adaptive Insights, Anaplan).
• Experience working with GTM systems such as Salesforce and Gong.
• Excellent communication and executive presentation skills.
• Comfort operating in a fast-paced, evolving environment with shifting priorities.

• Flexible PTO
• Paid Parental Leave
• Medical, Dental, Paid Sick Days, Vision, and Supplemental Coverage
• Flexible Spending Account
• Health Savings Account
• 401(k) match

If you are not sure that every qualification on the list above describes you exactly, we'd still love to hear from you! We value people with unique backgrounds, experiences, and skillsets. If you’re passionate about having a significant impact and shaping the foundations of a rapidly growing product, please apply!

Equal Employment Opportunity:
The compensation information below is provided in compliance with job posting disclosure requirements.

Pay range: $130,000 - $140,000. Actual base pay will depend on varying circumstances, including the position, location, individual qualifications, market finances, and other operations business needs.

Depending on the position, compensation may also include commission, bonuses, etc. Potential for bonuses is based on company performance and potential for merit increases is based on performance.