ABOUT ROUTEWARE, INC.

Routeware is the industry leader in providing software and data analysis that enables public and private enterprises to improve the effectiveness of their waste and recycling programs. Our solutions help organizations save time and money, increase efficiency, improve safety and help make our world a greener place.
Based in Portland, Oregon, the company employs a distributed team across North America and the UK. Our brands, products, and services provide an all-in-one platform to municipal and private waste haulers and other fleet services. As part of an essential and growing industry, we seek solution-oriented team players who want to positively impact the environment. Our work environment is collaborative, dynamic, fast-paced, and fun with a strong appreciation for innovation and initiative.

Our Mission:

• Transform waste collection to drive a better future for generations to come.

Our Values:

• Adaptability - The waste industry and technology are ever-changing, and the Routeware team never stops adapting to be at the forefront of technology innovation, supporting our customers to stay ahead.
• Mission-driven - At Routeware, it matters to us that our work has a lasting positive impact on our customers’ outcomes, our fellow team members’ well-being, and the long-term sustainability of our environment.
• Human-first - While technology drives our products; the real, live, caring people at Routeware are the true drivers of meaningful outcomes for our customers.

POSITION OVERVIEW

Reporting to the Sr. Director of FP&A, the FP&A Manager will be responsible for assisting in the company’s financial planning, analysis, forecasting, and budgeting processes. This role is pivotal in providing senior management with key financial insights, data-driven recommendations, and ensuring sound decision-making to drive business growth and profitability. The FP&A Manager will work closely with cross-functional teams to provide financial guidance and support strategic initiatives. Routeware is a high-growth private equity owned software company (SaaS).

QUALIFICATIONS

Education:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field. MBA or CPA/CFA preferred.

Experience:

• 5-8 years of relevant experience in FP&A, financial analysis, or a similar role, preferably in a corporate or high-growth environment.
• Experience in budgeting, forecasting, financial modeling, and performance analysis.
• Prior experience working in a SaaS company required.
• Experience working in a high-growth environment.
• PE/VC backed company experience preferred
• Familiarity with ERP and financial planning systems (hands on experience with Salesforce, Intacct & Adaptive Insights a plus).

Skills:

• Advanced proficiency in Excel, including financial modeling, pivot tables, and complex formulas.
• Strong knowledge of financial concepts, accounting principles, and business operations.
• Excellent communication skills with the ability to present complex financial data to non-financial stakeholders.
• Strong analytical and problem-solving skills, with the ability to synthesize large amounts of data and present clear insights.

Personal Attributes:

• Detail-oriented and able to work with large datasets while maintaining accuracy.
• Ability to manage multiple projects and deadlines in a fast-paced environment.
• Strategic thinking with a proactive approach to problem-solving.
• Collaborative team player with leadership potential.

1. Financial Planning & Budgeting:

• Support the annual budgeting process, working closely with department heads and senior leadership to develop comprehensive financial plans.
• Coordinate and manage financial forecasts on a regular basis (monthly), ensuring alignment with business objectives.
• Monitor and assess the performance of actual financial results against budgets and forecasts, providing variance analysis.

1. CARR/ARR Reporting

• Lead the reporting process for Contracted ARR (CARR) and ARR
• Work closely with Sales leadership to understand the process and build reports in Salesforce to extract information needed for monthly reporting and forecasting.
• High visibility area – opportunity to make this your own.

1. Financial Analysis & Reporting:

• Prepare monthly, quarterly, and annual financial performance reports for external parties and senior leadership.
• Conduct financial modeling, scenario analysis, and sensitivity analysis to support business decisions.
• Provide actionable insights based on data analysis to improve profitability, cost efficiency, and performance.

1. Strategic Support:

• Partner with business leaders to provide financial insights and recommendations on key strategic initiatives, investments, and projects.
• Assist in M&A (Mergers and Acquisitions) due diligence and integration planning, if applicable.

1. Process Improvement & Efficiency:

• Identify and drive process improvements to enhance financial reporting accuracy and timeliness.
• Work to standardize financial reporting tools, methodologies, and processes to ensure consistency across the organization.

1. Cross Departmental Collaboration:

• Collaborate with various departments (Sales, Marketing, Operations, etc.) to collect financial data and provide insights to optimize resource allocation.
• Work closely with accounting team to ensure financial data accuracy and alignment with budget.