About Us:
Pipe17 is a dynamic and rapidly growing startup. With annual revenues of $25 million and ambitious growth plans, we are looking for a highly skilled and versatile Finance and Revenue Operations Manager to join our team. This role will be pivotal in aligning our financial strategies with our revenue operations to drive sustainable growth and efficiency.
Job Summary:
The Finance and Revenue Operations Manager will oversee all financial activities while integrating sales, marketing, and customer success operations to maximize revenue efficiency. This role requires a strategic thinker with a strong background in finance, data analytics, and process optimization.
Key Responsibilities:
Financial Planning and Analysis (FP&A):
- Develop and manage the annual budget.
- Regularly update financial forecasts based on actual performance and changing market conditions.
- Compare actual financial performance against budgeted figures and analyze reasons for variances.
Accounting and Bookkeeping:
- Maintain accurate records of all financial transactions.
- Manage accounts payable and receivable processes.
- Ensure accurate and timely payroll processing.
- Regularly reconcile bank statements and other financial records.
Financial Reporting:
- Prepare monthly, quarterly, and annual income statements, balance sheets, and cash flow statements.
- Create detailed management reports to support internal decision-making.
- Ensure timely and accurate filing of all required tax returns.
Cash Management:
- Monitor cash flow to ensure the company meets its financial obligations.
- Manage short-term investments and credit lines to optimize liquidity.
Cost Management:
- Analyze and control costs to improve profitability.
- Monitor and control operational expenses.
Systems and Technology:
- Ensure financial systems are aligned with business needs.
- Utilize accounting and financial management software to streamline operations.
- Optimize the quote-to-cash process, including relevant systems.
Strategic Planning:
- Develop long-term financial plans to support the company's growth and financial health.
- Perform scenario planning to prepare for various market conditions.
Data Management and Analytics:
- Create a centralized data repository for all customer and revenue data.
- Ensure data accuracy and completeness across systems.
- Define and track key performance indicators (KPIs) for sales, marketing, and customer success.
- Analyze revenue trends, pipeline performance, and customer lifecycle metrics to inform decision-making.
Compensation Plans:
- Develop and manage compensation plans for sales teams.
Reporting and Dashboards:
- Create executive dashboards for real-time visibility into revenue performance and key metrics.
- Generate regular reports for sales, marketing, and customer success teams to track performance and identify areas for improvement.
- Provide comprehensive revenue and performance reports to the board of directors.
Strategy and Planning:
- Develop accurate revenue forecasts based on historical data and market trends.
- Collaborate with leadership to develop and refine the go-to-market strategy.
- Continuously analyze and improve the efficiency of revenue-generating processes.
Requirements
- Bachelor's degree in Finance, Accounting, Business Administration, or a related field; MBA or CPA preferred.
- Minimum of 7-10 years of experience in finance and/or revenue operations, preferably in a high-growth startup environment.
- Strong analytical and strategic thinking skills with a proven track record of financial planning and process optimization.
- Experience working in or coming from a startup company
- Proficiency in financial software, CRM systems, marketing automation tools, and data analytics platforms.
- Excellent communication and interpersonal skills, with the ability to work effectively with cross-functional teams.
- Strong leadership and project management skills, with the ability to drive initiatives from concept to execution.
- Amenable to work in Monday to Friday, Pacific Time
Benefits
WHAT WE OFFER:
Great Place to Work-Certified Company
Premium HMO
Competitive salary and performance-based bonuses
Comprehensive health, dental, and vision insurance
Holistic employee experience
Monthly engagement activities
Career advancement opportunities
