Careers at FORM

What You'll Own:

Planning, reporting & analysis 

• Lead annual budgeting, rolling forecasts, long-range planning, and scenario analysis, built on integrated multi-entity three-statement models. 
• Own reporting for executive leadership, the Board, investors, and lenders, including monthly and quarterly packages, KPI dashboards, and presentations. 
• Partner with the Controller to keep reporting accurate, aligned with accounting results, and delivered on time. 
• Analyze budget-to-actual variances, revenue trends, profitability, and SaaS metrics such as ARR, retention, churn, CAC, and LTV. 
• Turn results into clear insights on trends, risks, and opportunities. 

Strategic finance & business partnership 

• Act as a strategic partner to the CFO and executive team on financial and operational decisions. 
• Evaluate growth opportunities, pricing strategies, investments, resource allocation, and operational improvement initiatives. 
• Support M&A activities, including cross-border transactions, financial due diligence, transaction modeling, and integration planning. 
• Partner with functional leaders to establish financial targets, evaluate performance, and drive accountability. 
• Work with leaders and HR on cross-border considerations, including transfer pricing, local statutory requirements, and workforce cost modeling across employees and contractors. 

Cash flow, treasury & debt compliance 

• Own the 13-week cash flow forecast, including liquidity planning, working capital analysis, and cash management reporting. 
• Partner with the CFO and Controller on treasury activities, including cash positioning, banking relationships, and debt management. 
• Manage debt covenant compliance, including calculations, forecasting, lender reporting, and proactive identification of potential risks. 

Financial systems & automation 

• Lead the evaluation, rollout, and optimization of FP&A, ERP, reporting, and BI tools that support multi-entity, multi-currency consolidation. 
• Use AI and automation to sharpen forecasting, reporting, and analysis, and to remove manual work. 
• Partner cross-functionally to improve data integrity, streamline financial processes, and enhance reporting capabilities. 

Who We're Looking For:

You are a finance leader who goes well beyond reporting. You are curious, commercially minded, and excited by technology, with a global perspective and experience supporting a multi-country business. You challenge assumptions, spot opportunities, and influence decisions. You are just as comfortable building a complex model as you are presenting to the executive team or partnering with colleagues across regions. 

You bring: 

• A bachelor's degree in Finance, Accounting, Economics, Business, or a related field from an accredited institution. 
• 5+ years of progressive experience in FP&A, Strategic Finance, Corporate Finance, or a related field. 
• Experience in a SaaS or subscription-based software business. 
• A proven track record building and maintaining integrated three-statement financial models. 
• Experience supporting a global, multi-country business. 
• Hands-on experience with cash flow forecasting, budgeting, financial reporting, and performance analysis. 
• Experience preparing reporting and presentations for senior leaders and external stakeholders. 
• Experience with ERP systems and financial planning or reporting tools. 
• Advanced Excel skills, sharp analytical thinking, and excellent communication and partnership skills. 

Nice-To-Haves:

• An MBA or other advanced degree. 
• Experience in a private equity-backed or high-growth SaaS environment. 
• Experience implementing financial systems, reporting tools, or AI-powered automation. 
• Experience with treasury management, debt covenant compliance, and lender reporting. 
• Exposure to M&A, including financial due diligence and integration planning. 
• Experience leading and developing FP&A team members, ideally across time zones. 

What We Offer:

• Remote-first work environment. 
• Generous medical, dental, and vision insurance coverage. 
• Company-paid life and disability insurance. 
• 401(k) retirement plan available. 
• Paid parental leave. 
• Flexible vacation policy: take the time you need, when you need it. 
• Company-provided work equipment. 
• Opportunities for internal growth and career development. 

Compensation: $150,000 to $190,000 annually, base salary. A bonus may be provided as part of the compensation package. Exact compensation may vary depending on skills, experience, and location within the United States. 

This is a full-time W-2 position. Employment is contingent upon successful completion of standard employment verification (I-9) and background checks. Candidates must be authorized to work in the United States without the need for sponsorship. 

Final candidates located in the United States will be required to undergo a criminal background check through Checkr. Any background check will be conducted in compliance with applicable laws and regulations.