FP&A Manager

About Exegy

Exegy is a global leader in intelligent market data, advanced trading systems, and future-proof technology. Exegy serves as a trusted partner to the complete ecosystem of the buy-side, sell-side, exchanges, and financial services technology firms around the globe. Headquartered in St. Louis with regional offices in North America, the UK/Europe and Asia Pacific, Exegy has the global footprint to deliver world-class support and managed services to its customer base of elite financial market participants.

Job Summary

Exegy is seeking an FP&A Manager to join the FP&A team and lead the analysis and reporting of revenue streams in support of its growing organization. The FP&A Manager will be a key member of the finance team, responsible for forecasting and reporting on revenue performance and providing strategic insights to ensure continuous growth. This role partners with cross-functional teams and supports best-in-class financial processes that contribute to Exegy's bottom line.

Responsibilities

• Support FP&A deliverables for a $100M+ PE-backed SAAS company

• Lead the preparation, analysis, and distribution of monthly revenue reporting, including product line performance, revenue trends, and variance analysis

• Drive initiatives to optimize revenue by analyzing key drivers such as pricing, customer mix, and product portfolio, and provide actionable recommendations to leadership

• Collaborate with sales and product teams to forecast future revenues, improve accuracy, and develop strategic pricing models based on market trends and sales pipelines

• Develop and refine financial models for revenue forecasting, scenario analysis, sensitivity analysis, and pro forma projections

• Monitor and track key revenue streams, analyzing customer behavior, retention, and lifetime value to identify growth opportunities and mitigate risks

• Support acquisition-related revenue modeling, due diligence, integration activities, and ensure accurate revenue reporting post-acquisition

• Partner with VP FP&A to contribute revenue-related inputs for the annual budget, quarterly forecasts, and long-term financial planning

• Ensure accurate allocation of revenue and margin by product lines and collaborate with cross-functional teams to enhance revenue reporting processes

• Prepare detailed revenue presentations for Board meetings and investors, focusing on performance, growth initiatives, and strategic insights

• Lead efforts to continuously improve revenue reporting accuracy, transparency, and timeliness

Our Ideal Candidate Has:

• Bachelor’s degree in Finance, Accounting, Business, or a related field; MBA or CPA preferred

• Minimum of 5 years of experience in revenue management, financial analysis, or similar role in a SaaS environment

• Strong proficiency in Excel, PowerPoint, ERP systems (e.g., NetSuite), and financial analysis tools.

• Experience working in a Private Equity-backed or SaaS company is a plus

• Exceptional analytical skills with the ability to translate complex data into actionable insights

• Ability to manage multiple priorities, work independently, and meet tight deadlines

• Excellent communication and presentation skills, with the ability to influence cross-functional stakeholders

• Results-driven and detail-oriented, with a passion for driving financial performance and growth