FP&A Lead

Overview

This FP&A lead position is a critical, highly visible leadership role within the organization’s finance team. The role drives integrated financial strategic analysis and consolidation to support department and company-wide planning, forecasting, and performance reporting.

Reporting to the VP of FP&A, this strategic leader provides executive decision support and partners with Research & Development (R&D). Responsibilities include leading forecasting for product-level revenue and bookings, partnering on pricing model initiatives and unit economics with Product and Commercial teams, and shaping short- and long-term investment strategy.

The role focuses on bridging the SaaS platform’s technical trajectory with financial performance, supporting AI-driven development and AI-powered personalized marketing.

Responsibilities

• Drive company-wide financial statement forecasting and reporting across product-level revenue metrics, bookings, resource allocation, headcount, and OpEx, maintaining finance ownership for the R&D organization
• Serve as the strategic finance leader for R&D, managing departmental budgets, headcount models, and ROI metrics across technical development initiatives
• Partner with Product and Go-To-Market leadership on strategic pricing model initiatives, package architecture, and monetization strategies for new product offerings
• Provide financial oversight for AI-driven platform initiatives, evaluating investment returns on AI development tools and unit economics for AI-powered personalized marketing features
• Own the holistic company cost of revenue forecast, partnering with Engineering FinOps to link platform performance and cloud infrastructure optimization to gross margin optimization
• Lead executive and Board of Directors presentation materials, creating dashboards and narrative analyses that articulate corporate strategy and performance
• Use modern AI-driven financial planning tools and methodologies to continuously innovate and scale core FP&A processes
• Conduct financial risk and opportunity analyses, using scenario modeling to guide senior management decision-making
• Build scalable strategic frameworks in close alignment with Accounting, Product, and Engineering leadership to improve cross-functional efficiency

Requirements

• BS in Accounting/Finance, related field, or equivalent experience
• 6+ years of progressive financial analysis experience at high-growth SaaS companies, public accounting, or investment banking, with explicit experience leading product-level software finance
• Proven experience building revenue models, evaluating pricing strategy, and forecasting roll-ups by geographies, segments and/or products
• Expertise in quantitative analysis and financial modeling, with familiarity with modern AI tools, BI solutions, and G-Suite apps
• Demonstrated ability to partner effectively with senior C-suite executives (CFO, CTO, CPO), driving strategic consensus and executing priorities with sound judgment
• Strong passion for AI technology trends, AI-powered product development, and adopting next-gen automation tools
• Strong communication, writing, and presentation skills
• Ability to build collaborative relationships with key team members and stakeholders to drive operational efficiency
• Roll-up-the-sleeves attitude and ability to adapt quickly to changes in business priorities and conditions

Preferred Qualifications

None stated.

Compensation & Benefits

• Compensation Range: $140K - $210K

Location

Offices are in San Francisco, Denver, London, Sydney, and Lisbon, with remote employees worldwide.