Profisee exists to empower the possibilities of the data-enabled future. In a world where data drives decisions, opportunity, and innovation, the importance of trusted data simply cannot be overstated. Profisee is a growing Microsoft top-tier partner focused on data management solutions in general and, more specifically, in the area of Master Data Management.
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The FP&A Manager (Hybrid) will help drive the preparation of budgets, forecasts, monthly financial analysis & reporting, and ad hoc analysis for all areas of the organization. The best financial analysis pairs solid business intuition with the ability to make confident, fact-based decisions. This role will require the ability to gather disparate pieces of data from multiple sources to uncover insights, root causes, and creative solutions to problems. Additionally, one must view things through a process lens, and strive to be proactive instead of reactive in how they set up tools that others within the business can use to make better decisions and be more effective.
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Reporting to the CFO, the FP&A Manager will work out of Profisee's headquarters in Alpharetta, GA on a hybrid basis. The FP&A Manager will typically come into the office 1-2 days a week.
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What Success in this Role Looks like:
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Within First 30 Days: Onboard and Get Up to Speed
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• Meet with key business leaders to understand the company's current state and identify how you can contribute to scaling the business.


• Engage with functional leaders from finance, sales, marketing, and product to understand the business rhythm and the current state of reporting for internal and external stakeholders.


• Update and maintain basic financial and operational reports.


• Begin to identify areas for opportunity and gaps that can be filled through initial observations and discussions.

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Within First 60 Days: Understand and Take Ownership of Reporting
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• Partner with the CFO to understand and drive regular business reporting.


• Identify obstacles in the current monthly, quarterly, and annual reporting cadence, and present obstacles along with rough hypotheses on potential solutions.


• Review historical financials and performance drivers, formulating insights to align reporting for better decision-making across sales, marketing, revenue, expenses, and investments.


• Collaborate with the management team to prepare materials for quarterly board meetings.


• Become proficient with the general ledger (NetSuite).

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Within First 90 Days: Develop KPI Dashboards and Improve Reporting Tools
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• Take ownership of the internal KPI dashboard and financial reporting tools.


• Develop, track, and analyze KPIs across functional areas to identify business trends and support key executive decisions.


• Establish daily, weekly, monthly, quarterly, and annual reporting cadences.


• Explore and address unasked and unanswered questions to hone perspectives on critical drivers of future growth and scale. Align the team on these drivers and deliver analysis and reporting to better assess Profisee's progress.

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Within First 120 Days: Enhance Budgeting and Forecasting Processes
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• Take ownership of the budgeting and forecasting processes, analyze current methods, and present improvements for revenue, cash, and expense forecasting.


• Depending on the start date, partner with the CFO and team to enable a rich and efficient budgeting process, considering Profisee's January 31st year-end.


• Prepare variance analysis throughout the year to improve visibility into performance against the budget and the prior year.


• Identify and deliver 1-2 ad hoc KPI and decision support opportunities. Work with functional leaders to identify these needs, design solutions, and deliver repeatable reports.


• Set up a feedback mechanism (survey, regular check-ins, etc.) to continuously improve the reporting over time.

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Competencies - What We are Looking for:
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Excel Expertise - You are proficient in advanced Excel functions including pivot tables and data analysis tools. You have the ability to create complex financial models and dashboards. You will be able to automate tasks through Excel macros and you are skilled in sensitivity testing.
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Researching and Understanding Journal Entries - You are capable of analyzing and interpreting financial statements and journal entries. You will have the ability to ensure accuracy of journal entries and their impact on financial reporting.
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Technical Chops - You have a deep understanding of business and financial structure, reporting, and process. Running our business requires an ability to accurately analyse and predict revenues and expenses and quickly course-correct to take advantage of opportunities or avoid problems. You will be able to tell us stories about times you have deconstructed the drivers and/or unit economics of a business and set up reporting tools to keep an eye on the health of a business's sources of growth.
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Project Management, Planning & Execution: You will have responsibility for various projects as they come up. Some will be one-time in nature (i.e., developing one-off analysis to support individual decisions by our executive team) and others will be more recurring in nature (quarterly reporting, assist with budgeting, annual audits). A good Manager will become comfortable with ambiguity and uncertainty and is in regular communication with the finance team, keeping all in the loop as to the progress and timing of different initiatives and establishing trust by consistently hitting deadlines and owning their work with minimal oversight.
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Gets Stuff Done / Accountable - You are comfortable rolling up your sleeves, getting deep in the financial model, tracking down the data, and delivering on a short timeline with limited resources. You don't require a huge team to make things better. You're comfortable thinking strategically, but also enjoy the process of "doing the work" yourself, and you take pride in the analysis, insights, and processes you have produced in your past roles. You own your work, start to finish, but aren't afraid to ask for help when you need it.
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A Systems Thinker - You have a framework for making decisions with data, soliciting feedback, and quickly integrating information into action plans. You think before you act. You are adept at recognizing when problems require repeatable solutions, and incorporate feedback into those solutions to make "what you do" better. You will be able to tell us stories about processes / tools you have built and improved over time through careful observation, meticulous gathering of feedback, and thoughtful cultivation.
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Collaborative - You have empathy for your colleagues and customers. You demonstrate and influence cross-functional collaboration within the company and seek out opportunities to build relationships with others (on your team and elsewhere in the organization). You will be able to tell us about times when you have leveraged a relationship to drive a project forward, gain access to closely-guarded information, or learn about a new area of a business, even when difficult personalities are politics have stood in the way.
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Communication and Answer-Orientation - You are great at pulling the concise "so what?" out of a complex analysis. Anyone can recite the steps they took to complete a financial model or the inputs that make up a dashboard. We want someone who can dig into the numbers and surface recommendations and insights that will help us make better decisions. At times, this will mean you are creating clarity on the questions we should ask, not just the answer.
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Kind, humble, fun - You share the credit but aren't afraid to take the blame. You should take your work seriously, but not themselves (too much). You should take you work seriously, but not themselves (too much). You should be ambitious but grounded and eager to learn what it takes to run a successful technology company. You are a person we can enjoy collaborating with, spending time with, and investing in. You may be this person if you already invest heavily in those you work with, and if you consistently receive the feedback that you are a great colleague and teammate. A great sign is if people go out of their way to work with you, no matter the situation.
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