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Financial Planning, Analysis and Sales Operations Business Partner

Financial Planning, Analysis and Sales Operations Business Partner

About Us:

Veracross is a PE-backed leading provider of a SaaS-based school information systems (SIS) platform for independent schools. Designed specifically to meet the unique needs of independent schools, Veracross combines the power of a truly integrated database with personalized, data-driven communication tools. To date we have configured and deployed our system at over 250 leading private K-12 schools in over 20 countries through a powerful, leveraged and elegant architecture unique in our industry.

Position Overview:

A rapidly growing SaaS software company is seeking a Financial Planning, Analysis and Sales Operations Business Partner to join the Finance team reporting to the Director of FP&A and Strategy. We are looking for an enthusiastic self-starter, who is excited about using advanced Excel skills to create insightful analyses. This is a unique opportunity for a finance professional with strong analytic and interpersonal skills and business acumen to provide insight and analysis to support the growth in our business. The individual we seek should have a thorough understanding of SaaS-oriented revenue recognition, advanced pricing and licensing modeling and go-to-market deal analysis, especially that pertaining to a SaaS-based business. Additionally, this role will co-lead the implementation of a new application to automate the budgeting and forecasting process and improve the reporting and analysis of results. This is a high-impact and cross-functional position in a high-growth and dynamic business environment.


· Pricing/Licensing/Product (PLP) Modeling, Analysis and Reporting:

· Conduct detailed analytical modeling, including summarizing large amounts of data to determine trends and projections.

· Sales Operations and Analytics:

· Partner with Sales, Marketing, Product Management and Customer Success organizations to develop new processes and reporting to support go-to-market strategies.

· Assist with quarterly and monthly analyses in support of Veracross’ sales management team.

· Assist in reporting and operationalizing key sales and bookings performance metrics, reporting tools and dashboards to help drive insights and action.

· Manage projects with stakeholders to make data-driven decisions on topics including: forecasting, growth/churn strategy, territory optimization, process improvement, SPIF targets and small/medium scope sales experiments.

· Provide analytic support leveraging tools such as SQL, Salesforce, HubSpot, and Tableau (or similar data visualization tools).

· Provide visibility and performance tracking to the business by building and maintaining team and company dashboards, reports and board decks.

· Manage sales compensation process.

· Forecasting, Budgeting & Reporting:

· Analyze current and historical data to create forecasts for future periods.

· Drive forecasting, budgeting and reporting automation through the implementation of a SaaS-based planning and reporting application such as Adaptive, Host or Anaplan.

· Partner with the sales team to drive sales and pipeline analytics, dashboards and forecasts.

· Work in partnership with the accounting team to consolidate financial results and metrics in support of the close processes, including:

· Act as the trusted business advisor to the functional budget owners to:

Preferred Skill/ Experience:

· BS/BA in Accounting or Finance; MBA preferred

· 5+ years professional experience.

· Experience in SaaS company is strongly preferred.

· Strong understanding of SaaS pricing, deal analysis and metrics and ability to create meaningful detailed analyses to inform decision-making.

· Significant experience with developing financial models to support key strategic initiatives; Advanced Microsoft Excel skills.

· Thorough understanding of technical accounting principles especially those pertaining to the SaaS industry.

· Highly-organized, detail-oriented, flexible team player who can partner with all functions of the business and work independently in a fast-paced, high-growth environment.

· Strong attention to detail and accuracy.

· Effective written and verbal communication skills, comfortable interacting with a variety of audiences within the organization.

· Technology requirements – Salesforce (required), Intacct, NetSuite, Adaptive, Anaplan or Host is strongly preferred. Experience with data visualization tools such as Tableau, Qlik, etc. strongly preferred.

Physical Requirements:

· Domestic travel may be required

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required.


401 Edgewater Place

Suite 360

Wakefield, MA 01880



401 Edgewater Place

Suite 360

Wakefield, MA 01880