Manager/Sr. Manager, Strategic Finance

Pandadoc is in hyper growth, pre-IPO mode. We are seeking a Business Unit FP&A leader who will be a key player in shaping and effectively scaling Pandadoc’s rapid growth. Our Strategic Finance team plays a critical role in ensuring accurate financial reporting, optimal financial management, and efficient operations across all functions. The team partners cross-functionally and with C-level executives to set strategic goals and appropriately allocate resources, inform key business decisions, and facilitate the execution of our operational plans.

As part of the Strategic Finance team, this role will establish processes and lead the partnership with executive level business partners to support our company strategy & operations. This is an exciting opportunity for a candidate that wants to be part of building a dynamic, world class FP&A organization that is operating at an accelerated pace and scaling for the future.

The ideal candidate is highly motivated, a team player, a confident business partner, capable of driving action cross-functionally, analytical, and outstanding at analyzing data and delivering actionable insights.  This person is comfortable operating at all levels, with an eye on the strategic big picture, while skillfully managing the financial details.

In this role, you will:

• Act as the lead FP&A partner to Business Unit functions to help shape overall strategy and business direction through strong relationship and finance partnership with the leaders and their teams
• Lead long-range and annual planning, monthly close, and forecast processes related to headcount and discretionary spend to drive long-term growth and scalability of the business
• Partner with our Business Intelligence and Data teams to establish robust frameworks to streamline decision-making and ensure financial objectives such as bookings growth and cost efficiencies are realized
• Be a self-starter, insightful and service oriented; comfortable dealing with ambiguity
• Lead process and systems improvement and scaling projects for your area and partner on cross functional teams, to drive the company’s continued growth and scaling.
• Develop and deliver management reporting focused on underlying performance, leading indicators, and insights on the business
• Collaborate with the Company’s accounting, operations and analytics teams for month-end and quarter-end close reporting, driving internal processes to maintain and improve predictability and accuracy of financial results

About you:

• Minimum of a B.S. in Finance, Accounting, Economics, or an equivalent from a leading undergraduate institution
• 5+ years of experience in FP&A with experience in supporting pre-IPO or hyper growth late state startups as a FP&A business unit partner or a similar role
• Experience building high performing teams
• High proficiency with FP&A systems required, Adaptive Insights & Tableau experience is a HUGE plus
• Advanced Excel and strong PowerPoint skills are required
• Ability to translate complex concepts into simple takeaways and are not hesitant to voice your point of view
• Strong communication skills and senior level presentation experience
• FP&A experience at a pre-IPO or in publicly traded SaaS company
• Strong understanding of Subscription-as-a-Service (SaaS) business model preferred

Company Overview: 

PandaDoc empowers more than 37,000 growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document workflow automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including proposals, quotes, contracts, and more.  For more information, please visit https://www.pandadoc.com.

Company Culture: 

We're known for our work-life balance, kind co-workers, & creative virtual team-bonding events. And although our Pandas are located across the globe, we stay connected with the help of technology and ensure that everyone on our team feels, well, like a team.

Pandas work best when they're happy. We retain our talent by upholding our values of integrity & transparency, and selling a product that changes the lives of our customers. 

Check out our LinkedIn to learn more. 

Benefits:

Our benefits include tremendous career growth opportunities, a competitive salary, health and commuter benefits, company paid life & disability, 20+ PTO days, 401K and FSA plans, and of course, a fun team of Pandas to work with!

PandaDoc is an Equal Opportunity Employer. We are committed to equal treatment of all employees without regard to race, national origin, religion, gender, age, sexual orientation, veteran status, physical or mental disability or other basis protected by law.

EXTERNAL RECRUITERS

Approval Requirement

The use of external recruiters/staffing agencies requires prior approval from our HR Team. The HR Team at PandaDoc requests that external recruiters/staffing agencies not to contact PandaDoc employees directly in an attempt to present candidates. Complying with this request will be a factor in determining future professional relationships with PandaDoc.