Go-To-Market Finance Manager at Transact Campus

Who We Are: CBORD and Transact have come together as industry leaders in integrated technology solutions, powering housing, access, foodservice, nutrition, eCommerce, card systems, and innovative payment, mobile credential, and commerce solutions. Our technology supports K-12 and higher education, healthcare, senior living, and business campuses, creating connected campus experiences that simplify operations and enhance lives. With a mobile-centric ecosystem and partnerships with over 1,750 institutions, we are dedicated to improving the student experience across all aspects of campus life.

We are currently searching for qualified candidates for Go-To-Market Finance Manager. Please see the details for the position below.

Title: Go-To-Market Finance Manager

Location: Remote within the US

Job Overview: Following the recent merger of Transact and CBORD we are seeking a detail-oriented and strategic Go-To-Market Finance Manager to join our Corporate FP&A team. This role serves as a strategic partner to sales and marketing leadership, ensuring investments align with company financial goals and deliver measurable ROI. The ideal candidate will have exceptional analytical skills, robust financial modeling capability, experience in financial planning and analysis, and the ability to translate complex data into actionable insights. This role serves as a strategic partner to sales and marketing executive leadership, ensuring investments align with company financial goals and deliver measurable ROI.

Key Responsibilities:

• Financial Analysis & Modeling: Conduct in-depth financial analysis to evaluate company performance and financial insights, including variance analysis, trend analysis, and scenario planning.
• Sales and Marketing Analytics: Develop robust analytical package to monitor, analyze, and report on sales and marketing spend against budget and KPIs.
• Data Management: Ensure accuracy and integrity of analytical data used to support finance processes and S&M analytics.
• Business Decision Support: Create business recommendations informed by data-driven analysis to support the decision-making process, including business performance analyses, benchmarking and ROI analysis.
• Financial Forecasting & Annual Operating Plans: Collaborate with cross-functional teams to structure annual budgets, quarterly forecasts, and long-term plans, delivering key inputs that will drive the financial forecasting process.
• Ad Hoc Analysis: Provide ad hoc financial analysis to support special projects, strategic initiatives, and business cases.
• Collaboration: Work closely with cross-functional teams, including Executive Leadership team, Sales, Marketing, general managers, etc. to gather data and insights for financial analysis.

Qualifications:

• Education: Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA or relevant certification (CFA, CPA) is a plus.
• Experience: 5-10 years of experience in financial analysis and modeling, preferably in a SaaS or technology company. Experience in a professional services firm, such as investment banking or consulting, is highly desirable.
• Technical Skills: Proficiency in financial modeling, advanced Excel skills and robust financial modeling experience. Significant user experience with financial planning and ERP software, preferably NetSuite, and experience with financial planning software. Robust modeling experience a plus.
• Analytical Skills: Strong analytical and problem-solving skills, with the ability to synthesize complex data into actionable insights.
• Communication: Excellent written and verbal communication skills, with the ability to present complex financial information to non-financial stakeholders.
• Attention to Detail: High level of accuracy and attention to detail.
• Team Player: Ability to work effectively in a collaborative, flexible, fast-paced environment. “Can do” approach and high level of commitment to delivering accurately and on time.

Preferred Qualifications:

• Sales and Marketing Support: Strong understanding / prior experience with sales and marketing metrics, performance channels, and attribution models.
• Deep Knowledge of SaaS Metrics: in-depth understanding of key SaaS metrics such as MRR, ARR, CAC, expansion, retention, churn rates, and renewal rates.
• Continuous Improvement: A proactive approach to improving financial processes and systems.

Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity, or commissions.

Transact + CBORD is an equal employment opportunity employer and considers qualified applicants for employment without regard to race, gender, age, color, religion, national origin, marital status, disability, sexual orientation, protected military/veteran status, or any other protected factor.

As of Aug. 20, 2024, Transact and CBORD have merged to drive innovation and operational excellence across education, healthcare, and corporate markets. You can read more about the merger here: Transact News or CBORD Newsroom.

This position will be responsible for the handling of PHI (personal health information) and/or other types of SPI (sensitive personal information) and will be expected to comply with all applicable laws and internal policies with regards to handling of PHI/SPI

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