JOB DESCRIPTION:

Responsibilities:

• Enable our Sales, Marketing, Finance and Operations teams to grasp business vitality, achieve targets through enhanced strategies, automated workflows, and impactful dashboards & predictions
• Supervise systems that fortify go-to-market strategies in alignment with the goals of the business and streamline the customer journey
• Ensure seamless operation and scalability of all our go-to-market systems, aligned with our growth ambitions, alongside mandates from finance and operations within the business
• Manage daily accounting processes throughout the revenue cycle, spanning from order management, approval, to funding
• Collaborate closely with executive leadership to frame, implement, measure, and analyze the impact of KPIs
• Work with budget owners in the business and coordinate Month/Quarterly/ Yearly planning from an FP&A perspective
• Elevate data quality and extract crucial insights through comprehensive analysis across various data sets
• Develop both bottom-up and top-down revenue models to identify gaps and strategic areas for enhancement, guiding hiring decisions
• Influence the allocation of marketing funds by creating a comprehensive attribution model.
• Utilize outputs from this model to align with Sales, Marketing, and Finance and Operations teams, crafting a revenue model in sync with company objectives.
• Continuously refine and communicate updates to significant business stakeholders.

Requisite Experience:

• Minimum of 4-7 years of revenue operations experience
• Experience with FP&A in a SaaS environment
• CPA Preferred
• Strong data analysis skills
• Experience in Finance and FP&A Operations – working with Leadership and building out financial models
• Professional demeanor, meticulous attention to detail, and an inherent drive to exceed expectations
• Advanced proficiency and familiarity with the relevant Tech Sales and Operations tools
• Experience in Wealth Management and/or Asset Management is an asset