Finance Manager

SuccessKPI is a global company with a deep focus on achieving success through a belief that we are stronger together. We are proud of the culture we have created and weave our values into everything we do. Our employees are always encouraged to be innovators and builders at heart that help shape the future of our organization. We believe that offering competitive benefits and perks is nice but helping our employees thrive in today’s ever-changing world is even better! We put YOU first, offering employees an opportunity to make their mark here while creating and nurturing a strong work-life balance. We offer a flexible work environment as a fully remote team. If this sounds like a place you’d be proud to work at, what are you waiting for, apply today!

Location: Remote – US Work from Home. Commuting distance to Northern VA preferred. Otherwise, must reside in one of the following states: CA, CO, FL, GA, IL, ID, IN, MA, MD, MI, MO, NE, NC, NJ, PA, TN, TX, VA 

Reports to: CFO 

Role Summary 

SuccessKPI is seeking a Finance Manager to play a critical role on our Finance team, with a primary focus on FP&A, reporting, forecasting, and cross-functional financial execution. 

This role will work closely with the CFO and partner across the organization to support and execute the company’s financial strategy. The ideal candidate brings strong analytical skills, comfort operating in a fast-paced SaaS environment, and the ability to translate financial insights into actionable business decisions. 

What You’ll Own 

Financial Planning & Analysis (FP&A)  

• Build, maintain, and enhance forecasts and operating models 

• Own reporting and tracking of key SaaS operating metrics (ARR, MRR, churn etc.) 

• Support annual budgeting and long-range planning processes 

• Partner closely with the CFO and cross-functional leaders to support financial and operational decision-making 

• Prepare and present financial reporting for multiple audiences, including internal leadership, the Board, and external stakeholders  

Cross-Functional Partnership 

• Partner with Accounting during monthly and quarterly  close processes and support the annual GAAP audit 

• Collaborate with Sales and RevOps to manage and optimize the order-to-cash lifecycle 


• Work across departments to provide insights, analysis, and accountability in support of company-wide operating goals 

What You’ll Bring 

• 5–8+ years of experience in FP&A, Corporate Finance, or related roles 

• Experience in a SaaS or recurring revenue business strongly preferred 

• Advanced financial modeling, forecasting, and analytical skills 

• Proven experience partnering cross-functionally, including with Accounting, Sales, Operations, and RevOps 

• Strong understanding of ARR/MRR and SaaS operating metrics 

• Ability to work independently, prioritize effectively, and manage competing deadlines 

• Strong written and verbal communication skills with executive-level presence 

• Comfort operating in ambiguity and adapting to evolving business needs 

SuccessKPI US Benefits: Read more about our benefits here 

Why Work at SuccessKPI 

• Opportunity to work for an organization that prides itself on offering a diverse and dynamic culture where employees are proud to work 

• Opportunity to work for a fast-growth global company in the rapidly growing analytics space 

• Opportunity for career development and growth opportunities as we grow and scale 

• Opportunity to build industry relationships and work alongside seasoned industry experts 

• Opportunity to work with our leadership team to strategize, collaborate, and solve customer challenges every day – YOU HAVE A VOICE AT SUCCESSKPI! 

About SuccessKPI Inc.: 

SuccessKPI is a rapidly growing and thriving business providing an AI Rich, pure SaaS analytics and automation platform for contact centers. SuccessKPI combines a rich data lake and business intelligence layer with quality management, speech and text analytics and the real time action power of playbooks to act on customer conversations. Customers can start in minutes to remove the obstacles that contact center agents, managers, and executives face in providing a great customer experience. 

For more information on SuccessKPI, please visit us at successkpi.com  

SuccessKPI is an Equal Opportunity Employer – M/ W / D/ V / GI / S O / A