Finance Manager

About Retain:

Retain is the world's first customer insights engine. By sitting naturally in a teams workflow, Retain enables companies to be strategically customer obsessed. We deliver a system that enables everyone responsible for engaging customers to make data-driven decisions and give a complete view across the entire customer lifecycle.

Retain powers enterprises like Google, Nielsen, and Salesforce. Our leadership team is composed of experienced founders from LiveRamp ($15M funding to $5B NYSE: RAMP), and early employees from Uber (NYSE: UBER), PagerDuty (NYSE: PD), and Drawbridge (acquired by LinkedIn).

We recently announced a $23M Series A with backing from Emergence Capital, Baseline Ventures, Upside Partnership, Afore Capital, and Industry Ventures. Gordon Ritter (an early investor in Zoom, Box, Veeva, and Salesforce) and Steve Anderson (first investor in Instagram, SoFi, PagerDuty, Heroku, StitchFix, and many others) sit on our board.

We are a team of friendly, talented people headquartered in San Francisco, but we operate as a remote-first company. You can learn more about our team and values here: https://www.retain.ai/careers

About the Role:

As the Finance Manager you will be a critical part of the growth and success of Retain. Youll work closely with our founders and leaders across the business to plan, monitor, and control finances across the business. Your focus will be enabling rapid growth, while ensuring effective cost controls and compliance.

Responsibilities

• Drive execution on day-to-day accounting and finance functions including revenue recognition, accounts receivable, collections, accounts payable, and financial reporting

• Help with preparation and analysis of forecasts, financial updates, and departmental budgets, presenting financial narratives, metrics, and recommendations to business partners

• Contribute to financial and operational planning for the company, serving as a key planning partner to leaders across the business

• Coordinate general bookkeeping and tax preparation with external firms

• Lead ad hoc projects related to investor relations, KPI measurement, SaaS metrics, etc.

• Partner with the Leadership team on financial planning and results management.

• Work with other team members to understand revenue and cost drivers and define appropriate reports for tracking.

• Provide insight and recommendations to both short-term and long-term growth plans of the organization.

Skills Required

• Experience managing AR, PR, Revenue Recognition and Payroll oversight

• Demonstrated experience in corporate accounting and finance

• Strong priority-management skills

• Process-orientation with close attention to detail

• Strong oral and written communication skills

• Familiar with designing and executing complex financial models, and delivering insights on business performance

Education And Qualifications

• 3-6+ years of experience leading (or significantly contributing to) the Finance or Accounting team at an early-stage, high-growth business

• Bachelor's degree in accounting, finance, business, or a related field (MBA or CPA preferred)