FP&A Manager

Overview

This role is a critical and highly visible Financial Planning & Analysis (FP&A) position within the finance team of a leading AI-powered customer engagement platform. The platform supports nearly 1,200 brands globally by enabling dynamic, individualized customer experiences at scale. The FP&A professional will perform integrated analysis and consolidation to support department and company-wide planning, forecasting, and performance reporting processes.

Reporting to the VP of FP&A, this position partners closely with Research & Development (R&D) to support strategic objectives while maintaining predictable costs. The role requires developing a deep understanding of the links between the SaaS platform’s technical components and their financial costs to lead short- and long-term forecasting of platform investments and technical development costs. Collaboration with the CTO and head of product is essential to align financial and development targets.

Responsibilities

• Manage department and company-wide financial statement reporting and forecasting, including topline revenue metrics, resource allocation, headcount, and operating expense management, with a focus on key R&D functions.
• Serve as a finance business partner to the R&D organization, handling departmental headcount, budget, and development and tracking of critical metrics to measure efficiencies and return on investment.
• Collaborate closely with the CFO, VP of FP&A, CTO, and VP of Product planning teams on budget planning and maintenance, balancing technical roadmap and budget objectives.
• Own the holistic company cost of revenue forecast, partnering with the Engineering FinOps team to link platform performance and optimization with associated financial impacts.
• Support and drive the development of Board of Directors presentations, executive dashboards, and KPIs; create executive review materials that consolidate and communicate financial and operational strategy.
• Perform account-level variance analysis to provide business insights and frame financial risks and opportunities; present findings to senior management.
• Continuously develop and improve existing FP&A processes.
• Develop repeatable business, operational, and financial processes in partnership with the accounting team to identify key areas for efficiency improvements.
• Perform and support ad-hoc reporting and analysis requests; support corporate initiatives and reporting.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field, or equivalent experience.
• Minimum of 4 years of experience in an FP&A role at a public or pre-IPO SaaS company, public accounting firm, management consulting, or investment banking with direct software company experience.
• Exceptional quantitative and financial modeling skills with high proficiency in Excel, G-Suite applications, and business intelligence tools.
• Ability to thrive and multitask in a rapidly evolving, fast-paced environment.
• Self-starter with a proactive and self-directed approach.
• Strong project management skills with proven ability to lead complex cross-functional initiatives.
• Excellent communication, writing, and presentation skills.
• Demonstrated ability to build strong, collaborative relationships with key team members and stakeholders to drive operational efficiency.
• Adaptable with a roll-up-the-sleeves attitude to quickly respond to changing business priorities.

Compensation & Benefits

• US base salary range: $112,000 - $175,000, determined by work location, skills, experience, education, and internal equity.
• Total compensation includes variable pay (where applicable), equity, and a comprehensive benefits package.
• Benefits include medical, dental, vision, and life insurance.
• Paid parental leave.
• 401(k) plan.
• Community Impact Days.
• Fertility and adoption assistance.
• Paid sabbatical.
• Flexible paid time off.
• Monthly employee wellness allowance.
• Monthly professional development allowance.
• Pre-tax commuter benefits.
• Complete laptop workstation provided.

Location

The organization has a global presence with offices in San Francisco, New York, Denver, London, Lisbon, and remote employees worldwide. The position may be based in any of these locations or remote, depending on the candidate's circumstances.