Finance Manager

Overview

This role involves partnering with business leaders to manage and execute the financial plan across the organization. The Finance Manager on the FP&A team is accountable for accurate forecasting and planning, accruals, and month-end close, while helping leaders optimize resourcing.

The position blends strong accounting fundamentals with business judgment and uses AI tools to reduce manual work so more time can be spent on analysis and decision support.

Responsibilities

• Business partnering: Serve as the finance counterpart to department leaders; build trust, challenge assumptions constructively, and translate financial results into decisions on headcount, vendors, and investment priorities.
• Executive reporting: Prepare clear, accurate expense reporting and talking points for the CFO and senior leaders; keep communications concise, lead with key takeaways, and recommend next steps.
• Forecasting and budgeting: Run the annual budget and quarterly forecast cycles; convert business plans into well-supported expense forecasts and keep them current as conditions change.
• Expense management: Own operating expense planning, forecasting, and variance analysis for assigned organizations; track spend against budget, flag risks and opportunities early, and recommend actions.
• Month-end close and accruals: Lead the FP&A side of the monthly close; prepare and review accruals, prepaids, and reclasses; partner with Accounting to ensure expenses are recorded accurately and on time; explain budget vs. actual variances with clear, concise commentary.
• Process improvement with AI: Identify manual, repetitive steps in accrual, reporting, and forecasting workflows; redesign them using AI tools and automation; build repeatable processes, document them, and share learnings with the broader team.
• Vendor and spend insights: Analyze vendor and category spend, contract commitments, and run-rate trends; support savings initiatives and business cases with Procurement and budget owners.

Requirements

• Experience: 5 to 8+ years in FP&A, corporate finance, or accounting, with hands-on month-end close experience; high growth SaaS or fintech experience preferred.
• Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field; CPA or MBA is a plus.
• Strong accounting fundamentals, including accruals, prepaids, and expense recognition; ability to manage these through the close.
• Proven ability to partner with and influence senior business leaders.
• Experience using AI tools (for example, Claude or similar) to automate analysis, reporting, or other finance workflows.
• Working knowledge of ERP and planning systems (for example, NetSuite and Adaptive Planning) and advanced Excel.
• Clear written and verbal communication, including the ability to distill complex results into concise recommendations.

Preferred Qualifications

• Experience in high-growth SaaS or fintech.

Compensation & Benefits

Salary Ranges

Compensation ranges vary based on factors including candidate experience, expertise, and geographic location.

• Zone 1: San Francisco Bay Area CA (includes HQ), New York City, Seattle, Los Angeles County — $119,700—$149,625 USD
• Zone 2: CA (Non San Francisco Bay Area and Los Angeles County), Austin TX, Massachusetts — $107,700—$134,700 USD
• Zone 3: Utah (includes Utah office), Dallas TX, Houston TX, Florida, North Carolina, Illinois, Colorado, Arizona, Georgia, Oregon, Pennsylvania — $101,700—$127,200 USD

Benefits (preview)

• Medical, dental, and vision insurance (employer covers the majority of premiums, including dependents)
• HSA & FSA accounts
• Life insurance and long- and short-term disability coverage
• Mental wellbeing and Employee Assistance Program (EAP)
• 401(k) retirement plan
• Flexible spending & health savings account
• Paid holidays (10 company holidays), 2 floating holidays, and flexible time off
• Employee Stock Purchase Program with employee discounts
• Employee recognition and referral programs
• Other company benefits

Location

Remote-first with office spaces in San Jose, CA and Draper, UT, with opportunities to connect in person when it counts.

Additional Notes

• Equal Opportunity Employer.
• If accommodations are needed during the hiring process, request them at the appropriate stage.
• For live interviews or assessments, the use of unapproved external assistance—including generative AI—is prohibited under the Candidate Integrity Policy.