Top Benefits
Health, dental, vision insurance
Wellness incentives
401(k) with employer match
About the role
Who you are
- Minimum of 5+ years of progressive experience in corporate finance, financial planning & analysis, or related roles
- Extensive experience and expertise in financial modeling scenarios, including Leveraged Buyouts (LBOs), buy and sell-side scenario modeling, and M&A due diligence
- Proven ability to create and analyze complex financial models to support strategic decision-making
- Demonstrated ability to approach financial analysis with a high degree of analytical rigor, attention to detail, and critical thinking
- Strong quantitative skills to interpret data, identify trends, and make data-driven recommendations
- Advanced proficiency in Microsoft Excel and Google Sheets, with experience using financial software and data platforms for analysis and reporting
- Bachelor's degree in finance, accounting, or a related field
What the job involves
- SOCi, the CoMarketing Cloud for Multi-Location Enterprises, is seeking a dynamic and experienced FP&A Manager to join our Finance team
- In this pivotal role, you will be instrumental in complex financial modeling, optimizing resource allocation, and providing actionable insights to senior management
- Financial Modeling: Develop and maintain complex financial models to support strategic planning and decision-making processes including scenario and sensitivity analysis
- Financial Analysis: Conduct in-depth financial analysis, including budget variance analysis, headcount planning, and gross profit analysis, to identify trends and opportunities for business growth and efficiency
- Strategic Financial Partner: The Finance team maintains close relationships with leaders across the organization, assisting with ad hoc projects and deliverables. Collaborate closely with cross-functional teams to drive results by delivering timely and accurate data
- Close Process: Participate in the close process for the Finance team, ensuring accuracy, compliance, and timeliness in reporting packages for both internal and external stakeholders
- Ad Hoc Reporting and Analysis: Compile, analyze, and distribute ad hoc reporting to equity partners and other key stakeholders, going beyond traditional leadership and board decks to include PE reporting packages, facilitating informed decision-making
- Process Improvement: Lead initiatives to enhance financial processes, systems, and reporting frameworks, driving efficiencies and accuracy in data distribution through Finance software platforms or other recurring channels
- Variance Analysis & Optimization: Perform detailed variance analysis on financial forecasts and budgets, identifying areas for cost optimization and strategic investment opportunities
- SaaS Expertise: Leverage your background in high-growth SaaS companies to bring industry-specific insights and best practices to help identify inputs that drive KPI performance
- Mentorship & Collaboration: Provide guidance and mentorship to junior members of the FP&A team. Share knowledge and best practices to help develop their analytical skills, financial acumen, and career growth within the organization. Encourage a culture of continuous learning and professional development within the team
The application process
- This position will remain open with applications due by September 22, 2025. The position may close before September 22, 2025 if SOCi receives an over abundance of applications or finds and selects a candidate prior to the close date
Benefits
- Health insurance plans, dental, and vision
- Wellness incentives
- 401(k) plan with employer match
- Flexible paid time off
- Quarterly wellness days
- Paid holidays
- Unique employee engagement programs
About SOCi
IT Services and IT Consulting
501-1000
SOCi is the marketing platform for multi-location brands. We empower businesses like Ace Hardware, Sport Clips, and Anytime Fitness to scale marketing efforts across all digital channels in a way that's brand directed, locally perfected, and data connected. As one central place to scale marketing, SOCi makes the impossible possible by enabling top brands and their locations to strengthen and scale their digital presence across limitless local search and social pages while protecting what matters most, their reputation.
Top Benefits
Health, dental, vision insurance
Wellness incentives
401(k) with employer match
About the role
Who you are
- Minimum of 5+ years of progressive experience in corporate finance, financial planning & analysis, or related roles
- Extensive experience and expertise in financial modeling scenarios, including Leveraged Buyouts (LBOs), buy and sell-side scenario modeling, and M&A due diligence
- Proven ability to create and analyze complex financial models to support strategic decision-making
- Demonstrated ability to approach financial analysis with a high degree of analytical rigor, attention to detail, and critical thinking
- Strong quantitative skills to interpret data, identify trends, and make data-driven recommendations
- Advanced proficiency in Microsoft Excel and Google Sheets, with experience using financial software and data platforms for analysis and reporting
- Bachelor's degree in finance, accounting, or a related field
What the job involves
- SOCi, the CoMarketing Cloud for Multi-Location Enterprises, is seeking a dynamic and experienced FP&A Manager to join our Finance team
- In this pivotal role, you will be instrumental in complex financial modeling, optimizing resource allocation, and providing actionable insights to senior management
- Financial Modeling: Develop and maintain complex financial models to support strategic planning and decision-making processes including scenario and sensitivity analysis
- Financial Analysis: Conduct in-depth financial analysis, including budget variance analysis, headcount planning, and gross profit analysis, to identify trends and opportunities for business growth and efficiency
- Strategic Financial Partner: The Finance team maintains close relationships with leaders across the organization, assisting with ad hoc projects and deliverables. Collaborate closely with cross-functional teams to drive results by delivering timely and accurate data
- Close Process: Participate in the close process for the Finance team, ensuring accuracy, compliance, and timeliness in reporting packages for both internal and external stakeholders
- Ad Hoc Reporting and Analysis: Compile, analyze, and distribute ad hoc reporting to equity partners and other key stakeholders, going beyond traditional leadership and board decks to include PE reporting packages, facilitating informed decision-making
- Process Improvement: Lead initiatives to enhance financial processes, systems, and reporting frameworks, driving efficiencies and accuracy in data distribution through Finance software platforms or other recurring channels
- Variance Analysis & Optimization: Perform detailed variance analysis on financial forecasts and budgets, identifying areas for cost optimization and strategic investment opportunities
- SaaS Expertise: Leverage your background in high-growth SaaS companies to bring industry-specific insights and best practices to help identify inputs that drive KPI performance
- Mentorship & Collaboration: Provide guidance and mentorship to junior members of the FP&A team. Share knowledge and best practices to help develop their analytical skills, financial acumen, and career growth within the organization. Encourage a culture of continuous learning and professional development within the team
The application process
- This position will remain open with applications due by September 22, 2025. The position may close before September 22, 2025 if SOCi receives an over abundance of applications or finds and selects a candidate prior to the close date
Benefits
- Health insurance plans, dental, and vision
- Wellness incentives
- 401(k) plan with employer match
- Flexible paid time off
- Quarterly wellness days
- Paid holidays
- Unique employee engagement programs
About SOCi
IT Services and IT Consulting
501-1000
SOCi is the marketing platform for multi-location brands. We empower businesses like Ace Hardware, Sport Clips, and Anytime Fitness to scale marketing efforts across all digital channels in a way that's brand directed, locally perfected, and data connected. As one central place to scale marketing, SOCi makes the impossible possible by enabling top brands and their locations to strengthen and scale their digital presence across limitless local search and social pages while protecting what matters most, their reputation.