Finance Manager FP&A - Product Business Partner

25 Minutes ago • 6 Years +
Financial Analysis

Job Description

The Trellix Finance team is seeking a Senior Finance professional, a Finance Manager, Product Business Unit Partner, to directly collaborate with Product Organization leaders. This role involves influencing and increasing operations by modeling business scenarios, tracking product financials, and analyzing operating expenses. The manager will provide analytical and financial planning support, analyze product strategies and launches, evaluate commercial decisions, and ensure financial and business risks are assessed. They will also work on data needs, assess SaaS metrics, and build relationships as a trusted financial partner.
Must Have:
  • Provide analytical, modeling, and general financial planning support to the Product function.
  • Analyze strategies, programs, product success, and financial effects of new product launches.
  • Evaluate commercial decisions, investment opportunities, and financial/business risks.
  • Partner with GTM and channel teams to develop standardized financial & operational measurements.
  • Evaluate expenses against the P&L and ensure the product roadmap is financially achievable.
  • Collaborate on data needs/reporting with Pricing, Product Management, Engineering, and Operations.
  • Assess and analyze important SaaS Metrics.
  • Conduct activities with broad application of principles, theories, and concepts in finance.
  • Use and exercise different theoretical and practical solutions to problems requiring innovation and creativity.
  • Develop working knowledge of the software and security industry.
  • Improve decisions through analysis, debate, and understanding of partners and finance.
  • Perform return on investment analysis for any major spend requests.
  • Oversee financial modeling and assist with deck creation for investment cases.
  • Build relationships with internal customers, meet financial controls, and act as a trusted financial partner.
  • Bachelor's degree in Finance or Business or related field.
  • 6+ years of relevant analytical experience, preferably in Tech / SaaS Product Finance.
  • Budgeting/forecasting/modeling skills.
  • Experience presenting to senior leadership and executives.
  • Experience working in a matrix environment.
  • Clear thinking; experience building scalable models and processes.
  • Experience with Adaptive Planning.
Perks:
  • Retirement Plans
  • Medical, Dental and Vision Coverage
  • Paid Time Off
  • Paid Parental Leave
  • Support for Community Involvement

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Role Overview:

The Finance team is looking for an accomplished, Senior Finance professional who is prepared to make a difference. Finance Manager, Product Business Unit Partner will directly partner with business leaders of our Product Organization to influence and increase operations. Whether it's modeling business scenarios or tracking product financials, or analyzing operating expenses, your work will be used by our leaders to make strategic decisions. We are looking for a partner to use finance to solve product, engineering, and general challenges.

About the role:

  • Provide analytical, modeling, and general financial planning support to the Product function.
  • Analyze strategies, programs, and the success of products and measure the financial effects of new product launches
  • Analyze factors to support commercial decisions and investment opportunities, and ensure appropriate financial and business risks have been evaluated
  • Partner with GTM and channel teams to develop standardized financial & operational measurements.
  • Evaluate expenses against the P&L and work with your partners to make sure the product roadmap is achievable from a financial standpoint
  • Work collaboratively on data needs/reporting with groups including Pricing, Product Management, Engineering and Operations
  • Assess and analyze important SaaS Metrics
  • Conduct activities with broad application of principles, theories, and concepts in finance.
  • Use and exercise different theoretical and practical solutions to problems that require a high degree of innovation and creativity.
  • Develop working knowledge of the software and security industry.
  • Improve our decisions through analysis, debate and understanding of partners and finance.
  • Return on investment analysis for any major spend requests
  • Oversee financial modeling and assist with deck creation for any investment cases the team wants to present
  • Build relationships with internal customers, meet requirements of financial controls, act as a trusted financial partner.

About you:

  • Bachelor's degree in Finance or Business or related field with 6+ years of relevant analytical experience preferably in Tech / SaaS Product Finance.
  • Budgeting/forecasting/modeling skills
  • Experience presenting to senior leadership and executives.
  • Experience working in a matrix environment.
  • Clear thinking; experience building scalable models and processes.
  • Experience with Adaptive Planning

Company Benefits and Perks:

We believe that the best solutions are developed by teams who embrace each other's unique experiences, skills, and abilities. We work hard to create a dynamic workforce where we encourage everyone to bring their authentic selves to work every day. We offer a variety of social programs, flexible work hours and family-friendly benefits to all of our employees.

  • Retirement Plans
  • Medical, Dental and Vision Coverage
  • Paid Time Off
  • Paid Parental Leave
  • Support for Community Involvement

We're serious about our commitment to a workplace where everyone can thrive and contribute to our industry-leading products and customer support, which is why we prohibit discrimination and harassment based on race, color, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender expression or identity, sexual orientation or any other legally protected status.

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