Finance Manager, Revenue Planning & Analysis

What does a great Finance Manager – Revenue Planning & Analysis do at InvestCloud?

The Finance Manager – Revenue Planning & Analysis drives revenue planning and analytics at InvestCloud, covering subscription and professional services revenue, billings, renewals, churn, and ARR/GRR/NRR. This role uses automation tools to streamline forecasting and reporting, creating more time to focus on insight rather than data gathering.

How you will provide meaningful contributions

• Run the monthly revenue and billings forecast, budget, and long-range plan for subscription and professional services revenue, using automated, AI-assisted models to surface key risks and opportunities.

• Own renewal modeling and SOW pricing analysis for clients. Partner with Account Management on renewals, churn risk, cross-sell opportunities, and organic growth.

• Build client-level revenue trend reporting to flag renewal and churn risks early.

• Provide forward-looking revenue analysis and what-if scenario modeling to support pricing, renewal, and growth decisions.

• Produce the quarterly ARR/GRR/NRR bridge by client and book-of-business reporting. Provide ARR data to Sales Operations to support commission calculations and payout reviews.

• Partner with Accounting on revenue recognition, including contract review, ASC 606 analysis, and automated forecast-to-actual reconciliation.

• Deliver month-end revenue variance analysis with AI-assisted written commentary for executive review, along with revenue financials for flash reports, business reviews, and Board materials.

• Champion AI and automation across revenue reporting tools and standard operating procedures (SOPs) to make the monthly revenue process faster, more consistent, and scalable.

• Support the broader FP&A team and CFO with ad hoc analysis and strategic projects.

Basic Qualifications for Consideration

• Bachelor’s degree in Finance, Accounting, Economics, or an equivalent field.

• 4–7 years of Corporate Finance/FP&A experience with a revenue focus.

• Strong understanding of SaaS revenue metrics, including ARR, GRR, NRR, and churn, as well as ASC 606.

• Experience in fintech or SaaS software.

• Strong analytical, quantitative, and Excel skills, with comfort using data and automation tools such as Power BI and Claude.

• Strong written and oral communication skills, including the ability to turn analysis into clear recommendations and partner with senior leaders and Account Management.

• Demonstrated ability to work as a self-starter in a fast-paced, challenging, and changing environment.

Preferred Skills / Experience

• CPA or master’s degree.

• Experience with NetSuite and Salesforce is a strong plus.

About InvestCloud

InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally.

As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), InvestCloud is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions — complemented by a dynamic data warehouse that scales across the complete wealth continuum.

In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world.
For more information, visit InvestCloud.com.

Our Values

• Client Connected
• Human Centered
• Technology Forward
• Respect + Integrity
• Excellence

The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location.

Salary Range: $160,000 – $180,000

Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.