AuthBridge - Manager - Financial Planning

We are seeking a detail-oriented and analytical Financial Planning & Analysis (FP&A) Specialist to join our Finance team in the fast-paced and growing background verification industry.

This role will be pivotal in supporting strategic decision-making by providing accurate forecasting, budgeting, and financial insights.

The ideal candidate will have a strong understanding of financial modeling, cost control, and industry-specific metrics such as verification volume, turnaround time, and client retention profitability.

Key Responsibilities:

- Develop, maintain, and improve the annual budgeting and quarterly forecasting processes.

- Conduct detailed financial analysis to support strategic initiatives, pricing strategies, and operational efficiency in background verification processes.

- Prepare monthly and quarterly financial performance reports with variance analysis and key

performance indicators (KPIs).

- Collaborate with operational and sales departments to forecast demand, analyze revenue streams, and optimize cost structures.

- Partner with the IT and Ops teams to understand system/data implications on financial metrics and reporting.

- Build dashboards and models to evaluate profitability by client, product line (e.g., criminal

checks, education checks, employment verification), and geography.

- Monitor financial risks and opportunities, providing recommendations for improvement.

- Support investor reporting, board presentations, and ad hoc analysis.

- Ensure compliance with internal controls, policies, and regulatory financial reporting requirements.

Qualifications:

- Bachelors degree in Finance, Accounting, Economics, or a related field (CA/MBA/CPA/CMA preferred).

- 3-7 years of experience in financial planning and analysis, preferably within services, SaaS, or compliance-driven industries.

- Strong analytical and quantitative skills with proficiency in financial modeling and Excel.

- Experience with financial software/tools (e.g., NetSuite, SAP, Oracle, Power BI, Tableau).

- Understanding of background verification industry metrics and compliance requirements is a plus.

- Excellent communication skills and ability to work cross-functionally.

Key Competencies:

- Strategic thinking with attention to detail.

- Strong business acumen and process orientation.

- Adaptability in a fast-paced, evolving industry.

- Ethical mindset and discretion with sensitive information.