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
