FP&A Lead

Overview

This role leads strategic finance and FP&A to own and scale forecasting, planning, and reporting infrastructure. You will build and maintain financial models that support high-confidence decision-making across Go-to-Market (GTM), Product, and Executive leadership. The position requires partnership with Accounting to ensure forecasting practices are GAAP- and audit-ready.

This is not a back-office finance role. You will work closely with sales, product, and operations leaders to translate operational reality into forward-looking financial visibility. The ideal candidate combines deep SaaS finance expertise with the ability to operate independently in a fast-moving, high-growth environment.

Responsibilities

• Fully own and maintain the 2-year financial model and rolling P&L forecast, including version control, updates, and internal distribution.
• Lead the annual planning process end-to-end, including bottoms-up budgeting, goal alignment with department leads, and integration into the operating model.
• Establish and run a monthly reporting cadence for forecast vs. actuals, including budget variance analysis, cash forecasting, and variance commentary.
• Lead financial preparation for quarterly board meetings, including top-line forecast updates, performance narratives, and investor-ready materials.
• Build forecasting engines that link rep capacity, pipeline stages, and pricing into revenue forecasting; partner with GTM and RevOps to validate assumptions.
• Represent finance at deal desk to ensure effective margin representation across customer engagements.

Requirements (Must-Have Qualifications)

• 6–10 years in strategic finance, FP&A, or investment banking, with progression into operating roles at high-growth SaaS or technology companies.
• Direct experience owning company-wide financial models and annual planning processes, including multi-year P&L forecasting and scenario analysis.
• Strong fluency in SaaS metrics, cohort-based revenue modeling, and enterprise sales finance (pipeline conversion, rep productivity, CARR/ARR).
• Proven ability to partner cross-functionally with GTM, Product, and G&A leaders to align financial planning with business strategy.
• Excellent executive communication skills, translating complex financial models into crisp, defensible insights for leadership and board audiences.
• High ownership mentality with the ability to independently manage forecast updates, build repeatable processes, and drive automation.

Preferred Qualifications

• Healthcare or other regulated industry experience.
• Experience partnering closely with Accounting on GAAP revenue recognition, close processes, and audit readiness.
• Familiarity with modern planning and BI tools such as Adaptive, Pigment, Sigma, or similar.
• Experience supporting fundraising processes or investor relations at a venture-backed company.
• Background in management consulting or investment banking prior to operating roles.

Compensation & Benefits

• Comprehensive medical, dental, and vision coverage for you and your dependents.
• 401(k) with a company match of up to 3% of base salary.
• Parental leave to support your family needs.
• Flexible time off with no annual cap, company-wide holidays, and an annual holiday shutdown from December 24–January 1.
• Annual company-wide off-sites, team off-sites, and regular team lunches and all-hands gatherings, with travel, lodging, and meals covered.

Location

Remote-friendly culture with a San Francisco HQ.