Key Responsibilities and Deliverables:

Revenue Forecast

• Work with Finance, Sales and Solutions to develop a revenue forecast model by industry vertical and revenue type that is intuitively lever-able to be used in the 2016 budget planning process
• Develop a revenue forecasting process to improve the timing regularity and accuracy of the forecasted amounts
• Work with the Sales team to determine if the revenue forecast process can be automated in Saleforce. Make a recommendation to CFO and Head of Sales

Cost of Goods Sold (“COGS”) Analysis and Forecast Model

• Work with Finance, Customer Success and Technical Operations and perform an in-depth analysis of the Company’s COGS by revenue type, vertical and customer to determine what costs should and should not be included in COGS
• Recommend changes to the CFO using analysis that includes both pro-forma historical results and future forecasted amounts
• Implement the approved methodology and work with the Controller to make any retroactive adjustments for 2015 that are necessary.
• Build a COGS forecasting model that is inherently lever-able based on the approved approach to be used in the 2016 budget planning process

Monthly Financial Results Package

• Work with CFO to brainstorm and develop a more robust monthly financial results package for the Executive Team and Board that incorporates reporting on actual results, forecasts, and financial metrics
• Determine which of the operating and financial metrics should be included in this report
• Obtain feedback from the Executive Team; select Board members and our investment bank partners and finalize the package
• Build the dashboards and reporting templates and report back historically a month or two and then begin using going forward

Financial Trends and Ratio Benchmarking

• Research the Company’s competitors as well as other SaaS companies in other verticals to determine the appropriate ratios and benchmarks we should be using in our financial forecasts in the outyears
• Utilize the benchmarking tool, Opex Engine in the analysis as well
• Make recommendations to the CFO to be used in the 2016 budgeting process

• Our annual forecasting process is a zero based budgeting process. We want to build a tops down business model forecasting tool that incorporates the work done on the revenue forecast, COGS model and the trends and benchmarking.
• Cross reference against the zero based budgeting for 2016; 2017 and 2018
• Will include working with the CFO and our investment banking partners to vet the process and the results

Other ad hoc analysis as needed

Skills & Qualifications:

• MBA in Finance 

• Software revenue recognition knowledge a plus
• Highly skilled in data analysis and financial modeling, as well as a strong aptitude in advanced economic, statistics, financial and accounting concepts
• Forward looking ability to use mathematical techniques to analyze data and solve operational and strategic problems.
• Proven ability to present financial data in a clear, concise and compelling manner to all levels of management

• Strong initiative and ability to manage multiple projects as well as strong follow-through skills
• Proven teamwork skills with the ability to handle a diverse workload with tight time frame requirements and competing resources
• Proven self-starter that doesn’t need much guidance to get projects done in an excellent manner
• Demonstrated creativity and flexibility in problem solving and project collaboration.
• Superior Excel modeling skills
• Superior PowerPoint presentation skills