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3-7 years
AuthBridge - Manager - Financial Planning & Analysis (3-7 yrs)
AuthBridge Research Services
posted 2 weeks ago
Flexible timing
Key skills for the job
We are seeking a detail-oriented and analytical Financial Planning & Analysis (FP&A) Specialist to join our Finance team in the fast-paced and growing background verification industry.
This role will be pivotal in supporting strategic decision-making by providing accurate forecasting, budgeting, and financial insights.
The ideal candidate will have a strong understanding of financial modeling, cost control, and industry-specific metrics such as verification volume, turnaround time, and client retention profitability.
Key Responsibilities:.
- Develop, maintain, and improve the annual budgeting and quarterly forecasting processes.
- Conduct detailed financial analysis to support strategic initiatives, pricing strategies, and operational efficiency in background verification processes.
- Prepare monthly and quarterly financial performance reports with variance analysis and key -performance indicators (KPIs).
- Collaborate with operational and sales departments to forecast demand, analyze revenue streams, and optimize cost structures.
- Partner with the IT and Ops teams to understand system/data implications on financial metrics and reporting.
- Build dashboards and models to evaluate profitability by client, product line (e.g , criminal checks, education checks, employment verification), and geography.
- Monitor financial risks and opportunities, providing recommendations for improvement.
- Support investor reporting, board presentations, and ad hoc analysis.
- Ensure compliance with internal controls, policies, and regulatory financial reporting requirements.
Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, or a related field (CA/MBA/CPA/CMA preferred).
- 3-7 years of experience in financial planning and analysis, preferably within services, SaaS, or compliance-driven industries.
- Strong analytical and quantitative skills with proficiency in financial modeling and Excel.
- Experience with financial software/tools (e.g , NetSuite, SAP, Oracle, Power BI, Tableau).
- Understanding of background verification industry metrics and compliance requirements is a plus.
- Excellent communication skills and ability to work cross-functionally.
Key Competencies:.
- Strategic thinking with attention to detail.
- Strong business acumen and process orientation.
- Adaptability in a fast-paced, evolving industry.
- Ethical mindset and discretion with sensitive information.
Functional Areas: Other
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