Finance Manager

Work Arrangement: (Hybrid; remote flexibility possible)

Salary Range: $100,000 – $120,000

Job Type: Full‑Time

This role is also well‑suited for a high‑performing Senior Financial Analyst who is ready to take the next step into a Finance Manager position.

The Finance Manager will support the full FP&A function, including budgeting, forecasting, financial modeling, KPI development, and cross‑functional analytics across five business lines and fifteen cost centers.

This role works closely with accounting, operations, sales, and senior leadership. There are no direct reports. You will synthesize large data sets, prepare executive‑ready insights, and support M&A modeling and private equity exit initiatives.

• Build the annual operating budget using Excel with data exported from Salesforce and Sage Intacct
• Maintain and update revenue and expense forecast models across multiple business lines
• Perform TTM analysis, budget‑to‑actual variance analysis, and trend reporting
• Assist in KPI development and future dashboarding using Tableau or Power BI
• Manipulate large data sets using advanced Excel formulas and modeling techniques
• Partner closely with department leaders to deliver financial insights and recommendations
• Present findings to VP‑level stakeholders and lead financial review discussions
• Collaborate with the accounting team to support analysis and reporting needs
• Support financial modeling and analysis for acquisitions
• Contribute to private equity exit planning and related financial work streams

• Bachelor’s degree in finance, accounting, business, or related field
• Experience in a private equity–backed environment
• Advanced Excel capability with large data set manipulation
• Strong understanding of ARR, recurring revenue, churn, retention, and roll‑forward metrics
• Experience presenting financial insights and leading cross‑functional discussions
• Background in budgeting, forecasting, and KPI development
• Experience with Tableau or Power BI preferred
• M&A or acquisition modeling experience is a significant plus

• Excel (advanced)
• Sage Intacct
• Tableau or Power BI (planned future use)
• Familiarity with SaaS‑specific metrics and reporting frameworks
• Hybrid schedule: three days onsite in Murrieta/Temecula
• Fast‑paced, flexible, and collaborative team culture
• Results‑oriented environment with minimal micromanagement
• Quarterly reforecasting plus ongoing monthly analysis
• Heavy involvement in PE exit‑related initiatives over the next 1–2 years
• Engaging office culture with community spaces and social opportunities

Equal Opportunity Employer/Veterans/Disabled

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