F

FinQuery

AI-powered lease accounting and contract management

Finance Manager

Full-Time
No salary listed
Senior
Bachelor's, MBA
Atlanta, GA, USA
Hybrid
Finance & BankingCorporate Finance & FP&A

About the job

Requirements
  • A bachelor's degree in Accounting, Finance, or a related field is required.
  • At least 5 years of related experience in FP&A, accounting, or strategic analytics.
  • Demonstrated experience managing, mentoring, or leading team members within a finance or corporate environment.
  • Advanced proficiency in Microsoft Excel, including pivot tables, macros, and complex data manipulation.
  • Working knowledge of PowerPoint for executive and board-level presentations.
  • Ability to build and maintain financial dashboards using business intelligence tools such as Power BI.
  • Working knowledge of ERP and CRM platforms such as NetSuite, Workday Adaptive, and HubSpot.
  • Proficiency in SQL or comparable query tools to extract and analyze data from enterprise data warehouses.
  • Ability to use AI-enabled tools and platforms to automate recurring reporting, forecasting, and reconciliation tasks.
  • Fluency in SaaS growth metrics, including ARR, NRR, GRR, CAC payback, and Rule of 40.
Responsibilities
  • Direct, mentor, and develop a team of two financial analysts to drive high performance across team deliverables.
  • Lead the design and maintenance of financial models, templates, and dashboards used to track operating expenditures, product costs, and key business initiatives.
  • Analyze recurring SaaS and business performance metrics and translate findings into actionable recommendations.
  • Lead the preparation of monthly, quarterly, and annual budgets and forecasts, including P&L, cash flow, and balance sheet projections.
  • Perform variance and trend analysis across actual, budget, and forecast results, advising stakeholders on underlying drivers.
  • Advise business partners across the organization on financial insights that improve performance and operational efficiency.
  • Lead customer analysis, including bookings, net expansion, churn, and retention, to support strategic decisions.
  • Partner with sales and finance leadership, RevOps, and Legal to design, model, and evaluate sales compensation plans.
  • Contribute financial models, SaaS metrics, and variance commentary to recurring board and investor reporting packages.
  • Track and report progress against strategic value creation initiatives and monitor outcomes against targets.
  • Partner with business systems teams to maintain accurate financial data flows across core finance and CRM platforms.
  • Evaluate pricing strategies and provide financial analysis to guide pricing decisions alongside Product and Revenue leadership.
  • Apply AI-enabled tools and automation to streamline recurring financial reporting, forecasting, and data reconciliation processes.
  • Manage the day-to-day responsibilities of direct reports, including reviewing completed tasks and delegating work.
Desired Qualifications
  • A CPA, CFA, or MBA is preferred.
  • Background in SaaS, subscription business models, or investment banking is preferred.
  • Prior exposure to sales compensation plan modeling, pricing evaluations, or board reporting deliverables.

About the company

F

FinQuery

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FinQuery is an AI-powered accounting automation and contract management platform designed for accounting and finance teams. It automates tedious, manual tasks like lease accounting under standards such as ASC 842, IFRS 16, and other regional rules, and centralizes contract management in one place. It also automates prepaid and accrual accounting to replace spreadsheets. The product works by handling complex accounting tasks automatically and keeping track of critical deadlines, helping users accelerate their close, streamline budgeting and forecasting, and stay compliant. FinQuery differentiates itself by serving a large user base (over 36,000 professionals), focusing on end-to-end automation of lease, contract, and accrual processes, and providing a centralized, compliant workflow. The company aims to reduce risk, boost efficiency, and enable confident compliance for finance teams.

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

Atlanta, Georgia

Founded

2011

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Simplify Jobs

Simplify's Take

What believers are saying

  • TA Associates' October 2025 majority investment funds acquisitions, product buildout, and international expansion.
  • Ryan Grace joined July 2026 as CRO to professionalize multi-product revenue scaling.
  • FinQuery's 8,700 customers and 40,000 professionals provide a large upsell base.

What critics are saying

  • Intense dependence on one category remains; G2 leadership can erode with rival feature parity.
  • Headcount fell from 360 in 2023 to 244 by March 2026, signaling execution strain.
  • UK expansion faces a fast FRS 102 deadline and entrenched IRIS customer relationships.

What makes FinQuery unique

  • FinQuery owns 20 straight G2 quarter wins in lease accounting by March 2026.
  • Its platform now spans leases, fixed assets, debt, accruals, and prepaids.
  • September 2026 Innervision acquisition adds UK FRS 102 expertise and local operations.

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Benefits

  • Unlimited Paid Time Off
  • 401(k) Company Match
  • 401(k) Retirement Plan
  • Health Insurance
  • Remote Work Options
  • Sabbatical Leave
  • Home Office Stipend
  • Gym Membership
  • Professional Development Budget
  • Parental Leave
  • Fertility Treatment Support
  • Adoption Assistance

Company News

Innovatum
Sep 11th, 2026
Innovatum names Trey Price Chief Executive Officer.

Innovatum names Trey Price Chief Executive Officer. Founder Ardi Batmanghelidj transitions to an advisory role after 33 years leading the life sciences labeling company SUGAR HILL, GA - September 11, 2026 - Innovatum, Inc., a provider of enterprise labeling and label management software for the life sciences industry, today announced that Trey Price has been named Chief Executive Officer, effective August 17th. He succeeds co-founder Ardi Batmanghelidj, who will step back from day-to-day leadership after 33 years and continue with the company as a consultant. Price takes over a business that has spent more than three decades helping pharmaceutical, medical device, biotechnology, and diagnostics manufacturers meet labeling and regulatory requirements. Innovatum's ROBAR platform is used by manufacturers to manage label content, control revisions, and maintain the audit trails that regulated production demands. The appointment comes as Innovatum continues the largest product transition in its history. RONOVA, the company's browser-based labeling platform, is available now and brings streamlined change management, a full audit history with electronic signature support for 21 CFR Part 11, and fully configurable web-based printing workflows. Existing ROBAR customers move to it on a supported path. "After thirty-three years, handing this company to the right person mattered more to me than anything else. Trey brings the leadership this next chapter demands, and I could not be more confident in where Innovatum is headed," said Ardi Batmanghelidj, who co-founded Innovatum in 1993. "I am not going anywhere. I will stay closely involved to ensure continuity across our current implementations and upgrades." Batmanghelidj will remain available to customers throughout active projects and will continue advising the business in key areas. "Innovatum was built one customer relationship at a time, and that is not something I intend to change," said Price. "Our customers are shipping products that patients depend on. My job is to make sure the software behind that work keeps earning their trust, and to bring RONOVA to market without losing any of what made ROBAR dependable in the first place." Price joins Innovatum from FinQuery, where he served as Senior Vice President, Product, Operations and AI. He spent five years at FinQuery, latterly leading a research and development organization of more than forty people across product management, engineering, design and data. Before that he was Head of PMO for product management at PRA Group, the Nasdaq-listed credit company, where he ran the product organization behind a debt portfolio management platform handling more than $1.6 billion. He has worked in product for more than twelve years. Innovatum will retain its existing leadership team through the transition. About Innovatum, Inc. Founded in 1993, Innovatum, Inc. develops enterprise labeling and label management software for regulated manufacturers in the pharmaceutical, medical device, biotechnology, and diagnostics industries. Its ROBAR platform gives quality and regulatory teams controlled label content, revision management, and complete audit history across the product lifecycle. Learn more at innovatum.com. * leadership * company news

Portal ERP
Sep 8th, 2026
FinQuery acquires Innervision to establish UK accounting operations.

FinQuery acquires Innervision to establish UK accounting operations. The corporate transaction transfers the lease accounting specialist from IRIS Software Group to expand regional support for financial compliance standards Redação Portal ERP Sep 08, 2026 T | Fonte: 18px FinQuery, a subledger platform used by more than 8,700 organizations worldwide to manage financial obligations and capital assets, purchased Innervision from the software provider IRIS Software Group. The transaction establishes a dedicated regional operation named FinQuery UK. The acquisition targets the integration of localized accounting expertise, specifically regarding the FRS 102 and IFRS 16 financial reporting standards, into the buyer's broader enterprise software portfolio. The corporate combination merges Innervision's regional compliance functions with the acquiring company's primary system. FinQuery provides software to automate lease accounting, fixed asset tracking, debt management and prepaid expenses. The underlying architecture incorporates a proprietary technology called Accountable AI to process financial agreements and maintain audit readiness across various enterprise resource planning environments. Existing Innervision customers will maintain their current services while gaining access to this extended financial technology over time. Financial terms of the transaction were not disclosed. "The UK is an important growth market for FinQuery, and Innervision gives us something we value enormously: an established customer base, deep local expertise, and a team that understands the accounting needs of UK organisations," said Joe Schab, CEO of FinQuery. "By bringing Innervision into FinQuery, we can combine that expertise with the scale, product investment, and broader capabilities of the FinQuery platform. Our goal is straightforward: give UK accounting and finance teams a better way to manage complex accounting today and a platform that can grow with them well beyond lease accounting." Redação Portal ERP. Editorial Team

FinanzNachrichten.de
Sep 8th, 2026
FinQuery acquires Innervision from IRIS to expand UK lease accounting operations

FinQuery has acquired Innervision from IRIS Software Group, establishing dedicated UK operations called FinQuery UK. The deal adds specialised FRS 102 lease accounting expertise and expands the company's Intelligent Subledger Platform to UK and European markets. FinQuery serves over 8,700 customers globally, helping organisations manage lease accounting, fixed assets, debt management, accruals and prepaid expense automation. The acquisition provides an established customer base and local expertise in UK accounting standards. Existing Innervision customers will continue receiving uninterrupted service and gain access to FinQuery's broader platform, including its Accountable AI technology. The company supports compliance with multiple standards including ASC 842, IFRS 16, GASB 87/96 and FRS 102. Financial terms were not disclosed. FinQuery is backed by TA Associates.

Portal ERP
Jul 30th, 2026
FinQuery names Ryan Grace as CRO.

FinQuery names Ryan Grace as CRO. As the company accelerates its expansion into debt and fixed asset accounting, the market leader taps a $1B-exit veteran to scale its multi-product growth Redação Portal ERP Jul 30, 2026 T | Fonte: 18px FinQuery announced the appointment of Ryan Grace as Chief Revenue Officer. In his new role, Grace will oversee go-to-market strategy as the company expands its AI-powered subledger Platform, the system of record for corporate financial obligations and capital assets, including leases, fixed assets, debt and accruals. The strategic addition comes as FinQuery accelerates its product roadmap to support corporate accounting and finance teams across a wider spectrum of complex balance sheet requirements. Grace will lead commercial execution as the company scales its multi-product Platform to capture broader market share. Grace joins FinQuery following three and a half years as CRO at A-LIGN, where he built the high-velocity revenue organization that culminated in the company's $1B+ exit to Hg Capital in 2025. Over his career, Grace has specialized in scaling multi-product revenue operations and turning partnership ecosystems into primary growth engines, including playing a key role in HERO's acquisition by Klarna. "FinQuery has built an incredible foundation of customer trust by solving some of the most complex challenges in accounting," said Joe Schab, CEO of FinQuery. "As we continue to accelerate our product roadmap and deliver broader value to our clients, we need a revenue leader who knows how to scale multi-product organizations. Ryan has proven time and again that he knows how to capture market share at this exact stage of growth." Grace's appointment comes during a period of significant corporate momentum. Following a majority growth investment from TA Associates, the company has strategically built out its executive bench, recently adding Chief Marketing Officer Jake Fabbri and SVP of Customer Success Mike Gerson. "I'm joining FinQuery at a true inflection point - the kind of moment where a team can multiply its impact," said Ryan Grace, newly appointed CRO. "FinQuery has earned something most tech companies never achieve: genuine customer trust. That trust is our permission slip for what comes next. Leases were the wedge; total financial obligations are the market. My job is to build a go-to-market engine that matches the massive ambition of our product portfolio, ensuring our existing customers continue to feel flawlessly served while we move fast." Redação Portal ERP. Editorial Team

Metro Atlanta CEO
Jul 30th, 2026
FinQuery accelerates market expansion, names Ryan Grace Chief Revenue Officer.

FinQuery accelerates market expansion, names Ryan Grace Chief Revenue Officer. Thursday, July 30th, 2026 FinQuery today announced the appointment of Ryan Grace as Chief Revenue Officer. In his new role, Grace will oversee go-to-market strategy as the company expands its AI-powered subledger Platform - the system of record for corporate financial obligations and capital assets, including leases, fixed assets, debt and accruals. FinQuery has earned something most tech companies never achieve: genuine customer trust. That trust is our permission slip for what comes next. Leases were the wedge; total financial obligations are the market. The strategic addition comes as FinQuery accelerates its product roadmap to support corporate accounting and finance teams across a wider spectrum of complex balance sheet requirements. Grace will lead commercial execution as the company scales its multi-product Platform to capture broader market share. Grace joins FinQuery following three and a half years as CRO at A-LIGN, where he built the high-velocity revenue organization that culminated in the company's $1B+ exit to Hg Capital in 2025. Over his career, Grace has specialized in scaling multi-product revenue operations and turning partnership ecosystems into primary growth engines, including playing a key role in HERO's acquisition by Klarna. "FinQuery has built an incredible foundation of customer trust by solving some of the most complex challenges in accounting," said Joe Schab, CEO of FinQuery. "As we continue to accelerate our product roadmap and deliver broader value to our clients, we need a revenue leader who knows how to scale multi-product organizations. Ryan has proven time and again that he knows how to capture market share at this exact stage of growth." Grace's appointment comes during a period of significant corporate momentum. Following a majority growth investment from TA Associates, the company has strategically built out its executive bench, recently adding Chief Marketing Officer Jake Fabbri and SVP of Customer Success Mike Gerson. "I'm joining FinQuery at a true inflection point - the kind of moment where a team can multiply its impact," said Ryan Grace, newly appointed CRO. "FinQuery has earned something most tech companies never achieve: genuine customer trust. That trust is our permission slip for what comes next. Leases were the wedge; total financial obligations are the market. My job is to build a go-to-market engine that matches the massive ambition of our product portfolio, ensuring our existing customers continue to feel flawlessly served while we move fast."