Senior Manager, Financial Analysis

About the role

Socure is seeking a highly motivated and detail-oriented Senior Manager to support top-line performance, strategic planning, and executive decision-making in a high-growth SaaS environment.

This position reports to the VP of FP&A and works closely with go-to-market leaders and cross-functional stakeholders across the company. You will own top-line budgeting, forecasting, and strategic planning activities. You will play a crucial role in providing accurate and insightful analyses, supporting strategic decision-making processes, and optimizing financial performance.

We are looking for an individual that thrives in fast-paced environments and is passionate about financial modeling, building a business, and driving continuous improvement.

What you'll do

• Financial Modeling: build, improve, and maintain complex financial models used to forecast and report key top-line metrics including revenue, annual recurring revenue (ARR), backlog, net dollar retention, lifetime value (LTV), and customer acquisition costs (CAC). Responsible for the models’ core assumptions, quality, accuracy, and timeliness.
• Key Metric Reporting: monitor and communicate key performance indicators to business leaders and our board of directors. Provide insights and recommendations to improve growth performance while identifying risks & opportunities.
• Strategic Partnership: act as a strategic advisor to the go-to-market organization by providing data-driven analysis and action plans.
• Project Management: take a proactive approach to enhance processes across FP&A, accounting, revenue operations, and business operations. Collaborate cross-functionally to improve data quality, analytics capabilities, and self-service reporting.
• Business Analytics: Partner with business operations to automate analyses and forecasts in our BI tools to enable scalability and real-time reporting to business leaders.
• Special Projects & Strategic Initiatives: Support ad hoc high-impact strategic initiatives including M&A evaluation and primary and secondary capital raises, including financial modeling and diligence support.

What you bring

• Bachelor’s degree in Finance, Accounting, Economics, or a similar quantitative discipline; MBA or CPA strongly preferred.
• 8+ years of experience in Investment Banking, Private Equity, Accounting, FP&A or Corporate Finance at a high growth technology and/or VC-backed company, including at least 3 years in a people management role.
• Extensive financial modeling experience, with proven capabilities in developing and maintaining complex models, and a track record of driving process improvements.
• High proficiency in financial systems (ERP and planning/reporting tools), Excel, and AI-enabled analytics platforms.
• Experience with NetSuite, Salesforce, Tableau, and other AI tools are a plus.
• Exhibit a strong work ethic with a high sense of urgency and ability to deliver results within tight deadlines.
• Display a high level of curiosity and desire to understand the business at a deep level.
• Strong quantitative skills to interpret data, identify trends, and make data-driven recommendations.
• Exceptional analytical, organizational, and communication skills.
• Commitment to ethical leadership, continuous improvement, and organizational impact.
• Track record of recruiting, mentoring, and developing financial analysts.

Additional information

If you need an accommodation during any stage of the application or hiring process-including interview or onboarding support-please reach out to your Socure recruiting partner directly.

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