Strategic Business Analytics, 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

5+ years of progressive experience in FP&A
Proven experience in SaaS metrics, business models, and value creation levers
Experience with financial systems and BI tools
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 communication and presentation skills, with experience presenting to senior management
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

Responsibilities

Develop and maintain analytical models to support long-term strategic and financial planning
Collaborate cross-functionally to optimize data sources for FP&A use (NetSuite, CSI, Adaptive, etc.)
Create dashboards and data visualizations that track key business metrics such as utilization, revenue and financial dashboards, customer wins/losses, performance vs. budget, scorecards, etc
Translate financial data into business insights that highlight historic trends, growth opportunities and risks
Design and automate reporting for recurring financial and operational reviews
Partner with business leaders to define and monitor KPIs, helping teams understand performance drivers
Build executive-level presentations summarizing trends, performance vs. budget, and strategic insights
Partner with Sales, Marketing, and Customer Success teams to analyze revenue and customer metrics
Support strategic initiatives such as pricing analysis, investment prioritization, and profitability studies
Drive continuous improvement in business analytics capabilities within FP&A

Skills

FP&A

Business Analytics

Financial Modeling

Dashboards

Data Analysis

SQL

Excel

Tableau

Power BI

Automation

Performance Metrics

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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