Director of Finance Operations

Director of Finance Operations (State Street Bank and Trust Company; Boston, MA): Reports to the COO at Mercatus and Head of FP&A at CRD and serves as an integral member of the Finance team. Although can work fully remote from within the US, must be able to work Pacific time zone core hours.

Specific duties include:

1. Develops, supervises & manages the annual budget, mid-year forecast & strategic plan processes which includes collaborating with the management team on the strategic direction and projected financial performance of the business.
2. Monthly financial reporting and P&L management which includes proactively advising the management team on the actual financial performance of the business with recommendations for corrective action where required.
3. Oversee, managing and analyze operating metrics bookings (ie Sales), annual contract value by client, pipeline metrics from Salesforce, client retention rates, etc.
4. Managing compensation expenses including resource planning & non-compensation related expenses to ensure on track with budget commitments.
5. Oversees revenue forecasting and reporting through robust modeling by deal and stream.
6. Identifies and measures key performance indicators to promote output, performance management, and organizational growth.
7. Responsible for areas outside of traditional FP&A responsibilities such as deal pricing, contract reviews and accounting policies for Software revenue recognition and cost capitalization.
8. Monitor the acquisition deal model (an on-going exercise until end of 2023) and compare against the latest bottoms-up financial projections to help determine risk & opportunities.
9. Supervises two employees at Revenue Insights Center (RIC) on a dotted line basis who assist with the activities noted above.

Minimum requirements are: Master's degree or its equivalent, in Business Administration Finance or a related degree; plus 4 years of experience (pre- or post-master's) in the job offered or in any related occupations where the required experience in finance can be gained. Alternatively, the employer will accept a Bachelor' degree in Business Administration Finance or a related degree; plus 7 years of experience in the job offered or in any related occupations where the required experience in finance can be gained.

Must have: Strong P&L management background in the Tech space; demonstrated proficiency in a quantitative heavy position including strong quantitative and analytical competency; demonstrated revenue recognition experience; demonstrated knowledge of GAAP ASC606; fluency in standard software including advanced knowledge of Excel; prior Salesforce Administrative Experience in Pipeline management and reporting.

To apply to this position, you must click the "Apply" button on this page and complete the online application. An EOE.

Salary Range: $176,863 - $235,000 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.