Finance Manager

Finance Manager

• Date: 11.2025 
• Function: Finance 
• Reports to: Sr. Director, FP&A & Revenue Operations 
• Location: Remote - United States

Position Summary:

The Finance Manager is a key member of the FP&A team responsible for driving financial planning, forecasting, and analytical support across the organization. This role partners with functional leaders—including Customer Experience, Sales, Product, and G&A—to deliver accurate forecasts, identify trends, and provide data-driven insights that inform strategic decisions. 
 
This role will lead the development of a data-driven churn forecast, oversee headcount and expense forecasting for the total company, and build financial frameworks to support pricing, renewals, and customer outcomes. The ideal candidate is highly analytical, detail-oriented, and able to translate complex data into actionable insights for executive decision-making. 

Key Responsibilities:

Forecasting & Budgeting

• Lead the monthly and quarterly forecasting cycles, including gross retention metrics, headcount, and operating expense planning. 
• Partner with department leaders to develop and refine budget assumptions. 
• Maintain and continuously improve forecast models that support scenario planning and executive decision-making. 
• Prepare variance analyses against budget, prior forecasts, and prior year results. 

Business Partnership & Insights 

• Serve as a trusted advisor to functional leaders, helping translate operational results into financial implications.
• Support business case development for new initiatives, pricing changes, and headcount investments. 
• Deliver proactive recommendations to drive growth, efficiency, and ROI across departments. 
• Summarize complex data into clear, actionable insights for executive audiences.
• Model financial impact of price increases, discounting, and renewal terms.
• Partner with the Director of GTM FP&A and Revenue Operations to ensure alignment between bookings forecasts, churn analytics, and financial planning models. 

Reporting & Analysis

• Produce monthly financial and operational performance packages for senior leadership.
• Build dashboards and tools to improve visibility into key performance drivers (revenue, churn, headcount, cost per customer, etc.).
• Partner with Accounting to ensure accurate close processes and consistent reporting. 

Process Improvement & Systems Enablement 

• Leverage FP&A tools such as Vena, NetSuite, Power BI, Salesforce, and ChurnZero to automate reporting and forecasting.
• Identify opportunities to streamline data flow between Finance and other business systems.
• Support enhancements to company-wide financial processes as the organization scales. 

Skills And Experience Needed:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 6–8 years of experience in FP&A, Finance, or Business Analytics within a SaaS or subscription-based business.
• Strong analytical and modeling skills with expertise in Excel and data visualization tools (e.g., Power BI, Tableau).
• Experience with Vena, NetSuite, Salesforce, Gong and Churn Zero preferred.
• Proven ability to build financial models for churn, retention, and expense forecasting.
• Excellent communication and presentation skills; able to translate data into insights for executive audiences.
• High attention to detail, intellectual curiosity, and strong business acumen.
• Self-starter who thrives in a dynamic environment and can balance strategic initiatives with day-to-day execution. 

Competencies

• Accountability  
• Adaptability  
• Business Acumen
• Coaching and Developing Others
• Collaboration
• Creating an Inclusive Environment
• Customer Focus
• Dealing w/Ambiguity
• Decision Making
• Driving for Results
• Initiating Action
• Leading Change
• Managing Conflict
• Technical/Professional Skills & Knowledge 

About The Company:

Boards set the standard for what organizations can achieve. At OnBoard, our board management software helps boards function at a higher level so every organization can make a bigger difference in the world.

Launched in 2011, today, OnBoard serves as the board intelligence platform for more than 5,000 organizations and their 12,000 boards and committees in 60 countries worldwide. With customers in higher education, nonprofit, healthcare systems, government, and enterprise business, OnBoard is the leading board management provider.

OnBoard has grown from a class project at Purdue University in West Lafayette, Indiana in 2003 into the world’s leading board management software platform today. Backed by JMI Equity and the acquisitions of eScribe and Govenda, OnBoard is positioned to become the industry leader in Board Management and Meeting Solutions for private and public sector entities. 

Benefits And Perks:

• Company provided equipment (laptop, software, etc.) 
• Employment with a growing, casual, fun, philanthropic minded company
• Employer paid extended health benefits, including health spending account (CAN based employees)
• US Based Employees
• Comprehensive, high-quality medical/prescription drug plan options, as well as dental and vision plan offerings.   
• An employer contribution to your Health Savings Account (HSA) if you participate in a High Deductible Healthcare Plan.  
• Medical Flexible Spending Accounts available.   
• Dependent Care Flexible Spending Accounts available.  
• Basic life insurance in the amount of $50,000 or 1 X’s your salary (whichever is higher).  
• Short and long-term disability and Accidental Death and Dismemberment benefits at no cost to you.  
• 401K Retirement Savings Plan with automatic enrollment at the first of the month following 60 days of employment at 5% to help you secure your financial freedom. We offer a generous company match that starts on the first of the month following 60 days of employment. The company match is dollar for dollar on the first 3% of your pay that you contribute and $0.50 on the dollar on the next 2%, for a total match of 4%. 
• Paid Time Off (PTO)/Holiday  
• Comprehensive, high-quality medical/prescription drug plan options, as well as dental and vision plan offerings.   
• An employer contribution to your Health Savings Account (HSA) if you participate in a High Deductible Healthcare Plan.  
• Medical Flexible Spending Accounts available.   
• Dependent Care Flexible Spending Accounts available.  
• Basic life insurance in the amount of $50,000 or 1 X’s your salary (whichever is higher).  
• Short and long-term disability and Accidental Death and Dismemberment benefits at no cost to you.  
• 401K Retirement Savings Plan with automatic enrollment at the first of the month following 60 days of employment at 5% to help you secure your financial freedom. We offer a generous company match that starts on the first of the month following 60 days of employment. The company match is dollar for dollar on the first 3% of your pay that you contribute and $0.50 on the dollar on the next 2%, for a total match of 4%. 
• Paid Time Off (PTO)/Holiday  

Diversity Statement - Culture of Togetherness:  

At OnBoard, our mission is to encourage and celebrate a culture of togetherness. We acknowledge that uniqueness is powerful, and we welcome, foster, and appreciate all. Diversity, Equity, and Inclusiveness fuel the Pathfinder atmosphere and all our efforts. Our power is in our people and we Pledge 1% to give back to our communities and across the globe.  

OnBoard is an equal opportunity employer and committed to a diverse and inclusive working environment. Passageways does not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation please email peopleops@passageways.com.