Suggested rewrite: Led a cross-functional initiative that improved [business outcome] by [measurable result], demonstrating experience relevant to this role...
Senior Manager, Financial Analysis
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- Remote from
- USA
- Salary
- USD 170k–195k / yr
- Department
- Finance & Accounting
- Employment
- Full Time
- Experience
- Director
- Published
- Apply before
- 22 Nov 2026
- Listing views
- 36
- Application actions
- 2
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The role, at a glance.
Socure is seeking a Senior Manager, Financial Analysis to own top-line budgeting, forecasting, and strategic planning for a high-growth SaaS business. The role partners closely with go-to-market leaders, business operations, accounting, revenue operations, and executive leadership to deliver decision-ready analysis. Core work includes building financial models for revenue, ARR, backlog, retention, LTV, and CAC; improving reporting and analytics infrastructure; and communicating KPIs to the board. The position also supports strategic initiatives such as M&A evaluation and capital raises while leading, mentoring, and developing finance talent.
Role DNA
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Pace & Pressure
5/5Autonomy Level
5/5Communication Load
5/5Salary analysis
Estimated compensation compared with the broader US market for similar roles.
Core skills
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Sample interview questions
I would start by aligning on the revenue-recognition framework and defining the key drivers, such as pipeline, conversion rates, sales capacity, deal size, churn, expansion, and implementation timing. I would build a driver-based model with clear assumptions, connect it to actual performance data, and use base, upside, and downside scenarios. I would then establish a recurring forecast cadence with sales and revenue operations to update assumptions and explain variances.
I break ARR into new business, expansion, contraction, churn, and timing effects, then assess performance by segment, product, cohort, and sales channel. I also analyze leading indicators such as pipeline coverage, win rates, sales productivity, renewal health, and customer adoption. This provides leaders with actionable insight into both current performance and future risk.
I would first identify the metric definitions, data sources, ownership, and reconciliation gaps that create inconsistent reporting. I would establish a governed KPI dictionary, automate repeatable data checks, and create a regular reconciliation process among FP&A, accounting, revenue operations, and business operations. The objective is a transparent reporting environment where leaders can understand both the number and its underlying drivers.
I would communicate the revised outlook early, clearly distinguish facts from assumptions, and quantify the drivers of the change. I would explain the expected impact on key metrics, identify the risks and confidence level, and present practical mitigation actions with accountable owners. This approach keeps the conversation focused on decisions and recovery plans rather than surprises.
I would build an integrated model covering the target’s revenue quality, customer concentration, retention, unit economics, operating costs, synergy opportunities, and downside scenarios. I would partner with accounting, legal, and operating leaders on diligence assumptions and ensure that valuation conclusions are grounded in validated data. After close, I would define measurable integration milestones and track actual results against the original investment case.
About this role.
Why Socure?
Socure is building the identity trust infrastructure for the digital economy — verifying 100% of good identities in real time and stopping fraud before it starts. The mission is big, the problems are complex, and the impact is felt by businesses, governments, and millions of people every day.
We hire people who want that level of responsibility. People who move fast, think critically, act like owners, and care deeply about solving customer problems with precision. If you want predictability or narrow scope, this won’t be your place. If you want to help build the future of identity with a team that holds a high bar for itself — keep reading.
About the role:
Socure is seeking a highly motivated and detail-oriented Senior Manager to support top-line performance, strategic planning, and executive decision-making in a high-growth SaaS environment.
This position reports to the VP of FP&A and works closely with go-to-market leaders and cross-functional stakeholders across the company. You will own top-line budgeting, forecasting, and strategic planning activities. You will play a crucial role in providing accurate and insightful analyses, supporting strategic decision-making processes, and optimizing financial performance.
We are looking for an individual that thrives in fast-paced environments and is passionate about financial modeling, building a business, and driving continuous improvement.
What you’ll do
Financial Modeling: build, improve, and maintain complex financial models used to forecast and report key top-line metrics including revenue, annual recurring revenue (ARR), backlog, net dollar retention, lifetime value (LTV), and customer acquisition costs (CAC). Responsible for the models’ core assumptions, quality, accuracy, and timeliness.
Key Metric Reporting: monitor and communicate key performance indicators to business leaders and our board of directors. Provide insights and recommendations to improve growth performance while identifying risks & opportunities.
Strategic Partnership: act as a strategic advisor to the go-to-market organization by providing data-driven analysis and action plans.
Project Management: take a proactive approach to enhance processes across FP&A, accounting, revenue operations, and business operations. Collaborate cross-functionally to improve data quality, analytics capabilities, and self-service reporting.
Business Analytics: Partner with business operations to automate analyses and forecasts in our BI tools to enable scalability and real-time reporting to business leaders.
Special Projects & Strategic Initiatives: Support ad hoc high-impact strategic initiatives including M&A evaluation and primary and secondary capital raises, including financial modeling and diligence support.
What you bring
Bachelor’s degree in Finance, Accounting, Economics, or a similar quantitative discipline; MBA or CPA strongly preferred.
8+ years of experience in Investment Banking, Private Equity, Accounting, FP&A or Corporate Finance at a high growth technology and/or VC-backed company, including at least 3 years in a people management role.
Extensive financial modeling experience, with proven capabilities in developing and maintaining complex models, and a track record of driving process improvements.
High proficiency in financial systems (ERP and planning/reporting tools), Excel, and AI-enabled analytics platforms.
Experience with NetSuite, Salesforce, Tableau, and other AI tools are a plus.
Exhibit a strong work ethic with a high sense of urgency and ability to deliver results within tight deadlines.
Display a high level of curiosity and desire to understand the business at a deep level.
Strong quantitative skills to interpret data, identify trends, and make data-driven recommendations.
Exceptional analytical, organizational, and communication skills.
Commitment to ethical leadership, continuous improvement, and organizational impact.
Track record of recruiting, mentoring, and developing financial analysts.
Socure is an equal opportunity employer that values diversity in all its forms within our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
If you need an accommodation during any stage of the application or hiring process—including interview or onboarding support—please reach out to your Socure recruiting partner directly.
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