Opex Planning & Analysis, FP&A at SugarCRM

Denver, Colorado, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

SaaS, CRM, TechnologyIndustries

Requirements

4+ years of experience in FP&A
Experience in forecasting and FP&A reporting
Strong analytical and problem-solving skills, with the ability to provide actionable insights from complex data
Ability to thrive in a fast-paced, dynamic, and results-oriented environment
Exceptional attention to detail and passion for accurate, high-quality work
A high sense of urgency, ability to multi-task and work under pressured timelines
Experience with financial systems and BI tools (Adaptive Insights experience is a plus)
Bachelor’s degree in Finance, Economics, Accounting, or a related field

Responsibilities

Act as a trusted finance partner to business leaders, helping them understand financial implications of decisions and drive accountability to financial targets
Define, monitor, and report on key metrics and benchmarks
Drive automation, improvements, and standardization to deliverables
Handle ad hoc queries and projects to support business leaders as required for decision-making
Lead operating expenses and headcount forecasting and variance analysis across departments
Support quarterly forecasting, annual budgeting, 13-week rolling cash forecast, and long-term planning processes
Partner with HR and senior leaders to validate hiring plans, workforce changes, and budget alignment
Provide updates and insights into strategic changes and their financial impact
Track and analyze variances to forecasting, highlighting key trends and risks
Deliver monthly insights into expense performance vs. forecast
Support the preparation of monthly, quarterly, and annual financial reports for senior management

Skills

FP&A

Budgeting

Forecasting

Headcount Planning

Financial Modeling

Operating Expenses Analysis

Excel

Financial Acumen

SugarCRM

CRM software for customer relationship management

About SugarCRM

SugarCRM provides a suite of tools for Customer Relationship Management (CRM) aimed at helping businesses foster strong customer relationships. Its main product is a CRM platform that combines customer data, sales, marketing, and service functions into one system. This platform automates customer interactions and offers businesses a detailed view of their customers, allowing them to anticipate needs and provide personalized experiences. SugarCRM also offers specialized solutions like Sugar Market for marketing automation and Sugar Enterprise for customizable applications, which help businesses manage leads and improve customer satisfaction. Operating on a subscription model, SugarCRM ensures ongoing revenue and regular software updates, while also offering training and support to help clients maximize their use of the platform. The goal of SugarCRM is to empower businesses to enhance their customer experience through intelligent automation and data insights.

Cupertino, CaliforniaHeadquarters

2004Year Founded

$135.4MTotal Funding

LATE_VCCompany Stage

Data & Analytics, Enterprise SoftwareIndustries

501-1,000Employees

Benefits

Health Insurance

401(k) Company Match

401(k) Retirement Plan

Unlimited Paid Time Off

Paid Parental Leave

Employee Referral Bonus

Risks

Increased competition from AI-driven CRM solutions like Salesforce's Einstein GPT.

Rising data privacy regulations could increase compliance costs for SugarCRM.

Subscription fatigue may impact SugarCRM's recurring revenue model.

Differentiation

SugarCRM offers a highly customizable CRM platform for diverse business needs.

The company integrates advanced analytics and automation for personalized customer experiences.

SugarCRM's platform supports seamless integration with other business tools and systems.

Upsides

SugarCRM's new GenAI capabilities promise to enhance productivity for midmarket businesses.

The company has been recognized as a leader in the CRM industry by multiple awards.

Growing demand for cloud-based CRM solutions aligns with SugarCRM's subscription model.

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