Description:

FP&A Manager Role Description (Clearstate)

Overview

Clearstate is seeking a commercially minded FP&A Manager to support the CFO in driving financial planning, performance analytics, and operational discipline across the business. This role will be critical in bridging finance, sales, and delivery teams, with a strong focus on subscription metrics (ARR), project-level profitability, and data integrity across systems.

Key Responsibilities

1. Financial Planning & Analysis

- Lead annual budgeting, quarterly forecasting, and rolling forecasts

- Develop financial models to support strategic initiatives and investments

- Analyse revenue, cost, and margin drivers across products, regions, and key accounts

- Support CFO in board and investor reporting

2. Board Reporting & Performance Analytics

- Prepare monthly and quarterly board packs with clear commentary on financial performance

- Build bridges across revenue, gross margin, EBITDA, and cashflow

- Track KPIs including ARR, revenue growth, utilization, and project profitability

- Provide variance analysis vs budget, forecast, and prior periods

- Translate financial data into clear commercial insights for leadership

3. ARR & Revenue Analytics

- Define and maintain ARR policies aligned with subscription and data licensing models

- Calculate and report ARR monthly (new, expansion, churn, contraction)

- Track GRR and NRR and provide drivers of changes

- Reconcile ARR against contracted values and revenue recognition

- Work closely with sales and operations to ensure accurate pipeline and renewal tracking

4. Project & Revenue Reconciliation

- Perform project-level reconciliation between contracts, billing, and revenue recognition

- Track project profitability and margin leakage

- Reconcile milestone-based revenue against delivery progress

- Ensure alignment between SOW terms, billing schedules, and accounting treatment

- Identify revenue risks and timing differences

5. Data & Systems Reconciliation

- Ensure consistency across systems (e.g., Netsuite, CRM, project tracking tools)

- Reconcile financial data with operational data (timesheets, project delivery, ARR tracking)

- Investigate discrepancies and implement controls to improve data integrity

- Build automated dashboards (e.g., Power BI) for real-time reporting

6. Billing & Contract Compliance

- Reconcile billed amounts against contract values and agreed terms

- Track unbilled revenue, deferred revenue, and billing milestones

- Ensure billing aligns with contractual clauses (e.g., upfront, milestone, subscription)

- Work with legal and sales teams to improve contract structures for revenue predictability

7. Cashflow & Working Capital

- Monitor cashflow forecasts and working capital metrics

- Track AR aging and support collections process

- Provide insights on billing timing and cash conversion

8. Process Improvement & Controls

- Establish FP&A processes and monthly reporting cadence

- Develop data governance and reconciliation frameworks

- Support audit readiness and ensure documentation of financial processes

- Drive automation and efficiency across reporting workflows

Key Requirements

- 6 to 10 years of experience in FP&A, finance, or consulting

- Strong understanding of revenue models (subscription, project-based, milestone)

- Experience with ARR metrics and SaaS/data business models preferred

- Advanced Excel and financial modelling skills

- Experience with ERP systems (e.g., Netsuite) and BI tools (e.g., Power BI)

- Strong analytical and problem-solving skills

- Ability to communicate complex financial information clearly to senior stakeholders

Success Metrics

- Accuracy and timeliness of board reporting

- Quality and reliability of ARR and revenue analytics

- Reduction in reconciliation differences across systems

- Improved visibility on project profitability and cashflow

- Strength of financial controls and processes