About the role

Capsule8 is looking for a Senior Manager, Financial Planning & Analysis (FP&A) to join the Finance team in NYC to be the central liaison between the operational teams and the corporate strategy. In this role you will be responsible for the continual forecasting of the company’s profit and loss (income statement), cash position and operating performance across departments. You will use historical information and analytics to support management and executive decision making.  Specific tasks will include financial modeling, forecasting, trend analysis, scenario modeling, financial reporting, working capital management and management of business unit Key Performance Indicators (KPI). You will also work closely with the CFO on other corporate finance endeavors, including capital raising and M&A. You will work closely with other members of the Operations team - Accounting, Human Resources, Compliance, Legal and Delivery and Support - as well as department managers across the organization and the executive team to manage, analyze, report and execute on the financial operations, results and strategy of the company. As the linchpin between the executive team and the financial operations of the company, it is essential that you are able to implement a rigorous financial management system that delivers 100% accurate results and analysis in a consistent and timely manner. 

You understand the importance of accurate financial forecasting and data-driven decision making. You are also accustomed to working in a dynamic, fast-paced environment. You have a passion for working cross-functionally and thrive in a culture of innovation and change. Experience working with SaaS metrics and revenue operations is a plus. You are driven to be a multi-faceted financial leader, with a keen interest in the other operations of the company and how finance can support those operations.  You’re seeking to drive tangible impact in your next career opportunity.

What you will do:

  • Participate in the development of and support the company’s financial strategic plans
  • Maintain the rolling financial model and 13-week cash forecast
  • Develop and manage financial and operations metrics in accordance with the company’s strategy. 
  • Present and communicate financial metrics to senior management
  • Compile and analyze financial reporting packages for lenders and equity investors, including all monthly- and year-end accruals and adjustments
  • Prepare annual budgets and monthly forecasts; maintain and update the company operating model
  • Work with an outsourced team of bookkeepers and staff accountants
  • Assist CFO in preparation of board and investor materials
  • Perform ad hoc analysis to support the company’s strategic objectives

What you bring:

  • You have a Bachelor’s Degree in Business, Finance or related discipline
  • A minimum of 5  years of FP&A experience, either corporate or investment banking
  • Experience with B2B software, SaaS and/or startup companies 
  • Strong interpersonal and communication skills
  • Impeccable analytical and organizational skills
  • You are self-motivated and self-directed; demonstrated leadership capabilities
  • Ability to work closely with the executive and senior management team
  • Proficiencies: Data manipulation and analysis, Microsoft Office suite (Excel, Powerpoint, Word)

Diversity & Inclusion

At Capsule8, we are committed to building a culture that respects and embraces all walks of life, inclusive of all genders, race, culture, sexual orientation, age, and all other identities. We will make accommodations when interviewing anyone with special needs, such as neurodiversity. 

Why Capsule8?

We are big believers in maintaining a healthy work-life balance. While we work very hard and care deeply about making Linux infrastructure as secure as possible, we want our team to have room for their family, friends and themselves. We’re also strongly committed to diversity, providing all our employees a nurturing, open and inquisitive working environment. Finally, we care deeply about ensuring every employee's personal growth, so we work with each employee to build a career plan that benefits everyone.

Apply for this Job

* Required
  
  


U.S. Equal Opportunity Employment Information (Completion is voluntary)

Individuals seeking employment at Capsule8 are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation. You are being given the opportunity to provide the following information in order to help us comply with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements.

Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.


Form CC-305

OMB Control Number 1250-0005

Expires 05/31/2023

Voluntary Self-Identification of Disability

Why are you being asked to complete this form?

We are a federal contractor or subcontractor required by law to provide equal employment opportunity to qualified people with disabilities. We are also required to measure our progress toward having at least 7% of our workforce be individuals with disabilities. To do this, we must ask applicants and employees if they have a disability or have ever had a disability. Because a person may become disabled at any time, we ask all of our employees to update their information at least every five years.

Identifying yourself as an individual with a disability is voluntary, and we hope that you will choose to do so. Your answer will be maintained confidentially and not be seen by selecting officials or anyone else involved in making personnel decisions. Completing the form will not negatively impact you in any way, regardless of whether you have self-identified in the past. For more information about this form or the equal employment obligations of federal contractors under Section 503 of the Rehabilitation Act, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

You are considered to have a disability if you have a physical or mental impairment or medical condition that substantially limits a major life activity, or if you have a history or record of such an impairment or medical condition.

Disabilities include, but are not limited to:

  • Autism
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, or HIV/AIDS
  • Blind or low vision
  • Cancer
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or hard of hearing
  • Depression or anxiety
  • Diabetes
  • Epilepsy
  • Gastrointestinal disorders, for example, Crohn's Disease, or irritable bowel syndrome
  • Intellectual disability
  • Missing limbs or partially missing limbs
  • Nervous system condition for example, migraine headaches, Parkinson’s disease, or Multiple sclerosis (MS)
  • Psychiatric condition, for example, bipolar disorder, schizophrenia, PTSD, or major depression

1Section 503 of the Rehabilitation Act of 1973, as amended. For more information about this form or the equal employment obligations of Federal contractors, visit the U.S. Department of Labor's Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.