Original listing text, shown exactly as published by the company.
What you’ll do
Business Partnership
- Serve as the dedicated FP&A business partner for Fund Administration and Customer Success, building trusted relationships with department leaders and their teams.
- Provide proactive financial guidance and insights to senior leaders, helping them understand cost drivers, headcount trends, and performance against targets.
- Translate complex financial data into clear, actionable narratives that inform strategic decisions across hiring, vendor spend, tooling, and operational investments.
- Partner with department leaders on headcount planning, including scenario modeling for team growth, restructuring, and role changes throughout the year.
Budgeting & Forecasting
- Lead the annual budget process for Fund Administration and Customer Success, coordinating with department leaders to build bottoms-up plans aligned with company targets.
- Own monthly forecast updates for your departments, incorporating actuals, business context, and updated assumptions to reflect the most current view of the business.
- Maintain accurate headcount forecasts for your departments.
- Manage OpEx planning across both departments.
Reporting & Variance Analysis
- Own the monthly Budget vs. Actual process for each department, leveraging Pigment to surface variances and delivering clear trend commentary and insights to senior leadership.
- Review and validate actuals each month in coordination with the Accounting team.
- Dig into meaningful variances to understand the underlying drivers, translate findings into clear business implications for department leaders, and collaborate on corrective actions.
- Build and maintain dashboards and reporting packages that give department leaders real-time visibility into their financial performance.
Revenue & Margin Analysis
- Contribute to company-wide GAAP revenue forecasting, with a focus on modeling customer-level revenue, retention, expansion, and churn dynamics.
- Perform gross margin and contribution margin analysis across products and customer segments, identifying trends and opportunities to improve unit economics.
- Model the financial impact of pricing changes, contract structures, upsell initiatives, and customer mix shifts in partnership with Revenue and GTM teams.
- Support quarterly and annual revenue planning processes, including ARR bridge builds, cohort analysis, and net revenue retention modeling.
Systems & Process
- Maintain and continuously improve department-level models within Pigment.
- Collaborate with the broader FP&A team on cross-functional initiatives, including board reporting preparation, investor materials, and company-wide operating reviews.
- Support the ongoing buildout of FP&A infrastructure.
- Identify opportunities to streamline recurring processes.
Qualifications
- 10+ years of progressive FP&A experience; 5+ years in a business partner capacity.
- Experience in a Fund Administration business or high-growth SaaS or FinTech environment.
- Deep expertise in budgeting, forecasting, headcount planning, and variance analysis.
- Strong financial modeling skills, including scenario analysis, sensitivity analysis, and cohort-based revenue modeling.
- Solid understanding of SaaS metrics: ARR, NRR, GRR, CAC, LTV, payback period, gross margin, and contribution margin.
- Team leadership and coaching experience
- Experience partnering directly with department leaders outside of Finance (e.g., Operations, Customer Success, GTM) and influencing decisions through data and analysis.
- Advanced proficiency in Excel or Google Sheets
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
Preferred
- Experience supporting Fund Administration, Professional Services, or Customer Success organizations.
- Experience with modern FP&A platforms (Pigment, Adaptive, Anaplan, or similar)
- Familiarity with headcount planning tools (e.g. TeamOhana, Workday, HiBob, or similar).
- CPA or CFA credentials, MBA or relevant advanced degree.
- Exposure to private markets, alternative asset management, or wealth technology.
- Experience contributing to board reporting, investor materials, or M&A diligence processes.
CompensationCompensation for this position includes a base salary, equity, and a variety of benefits. The U.S. base salary range for this role is $165,000 - $200,000 USD. Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable.
