FP&A Lead

Overview

This FP&A Lead position is a critical, highly visible leadership role within the 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, you will provide corporate forecasting, reporting, and executive decision support while partnering closely with Research & Development (R&D).

You will lead forecasting for product-level revenue and bookings, working closely with Product and Commercial teams on pricing model initiatives and unit economics. The position bridges the organization’s SaaS platform technical trajectory and financial performance, leading short- and long-term investment strategy while 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 full finance ownership for the R&D organization
• Serve as strategic finance leader for R&D: manage departmental budgets, headcount models, and ROI metrics across technical development initiatives
• Partner with Product and Go-To-Market leadership on 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 tie platform performance and cloud infrastructure optimization directly to gross margin optimization
• Lead executive and Board of Directors presentation materials, creating dashboards and narrative analyses to communicate corporate strategy and performance
• Use modern AI-driven financial planning tools and methodologies to continuously innovate and scale core FP&A processes
• Drive financial risk and opportunity analyses by evaluating scenario modeling to guide senior management decision-making
• Build scalable strategic frameworks in close alignment with Accounting, Product, and Engineering 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; familiarity with modern AI tools, BI solutions, and G-Suite apps
• Demonstrated ability to partner effectively with senior C-suite executives (CFO, CTO, CPO), drive strategic consensus, and execute 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 stakeholders to drive operational efficiency
• Roll-up-the-sleeves attitude and ability to adapt quickly to changing business priorities and conditions

Preferred Qualifications

• Experience working with contingent scenario planning and strategic long-range models
• Experience establishing advanced month-end management reporting

Compensation & Benefits

Compensation and benefits details are not specified in the provided job description.

Location

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