FP&A Product Lead, Financial Planning Platform

Overview

This role involves leading the product strategy and roadmap for finance and budgeting capabilities within an Adaptive Strategic Portfolio Management (SPM) platform designed to help organizations orchestrate strategy, capacity, and delivery. The platform connects portfolio investment decisions to financial plans, enabling scenario modeling, threshold governance, and continuous forecasting.

Responsibilities

• Define and drive product strategy for finance and budgeting features.
• Conduct discovery and engage with CFOs, FP&A leaders, and finance business partners to understand budget authority flows in modern enterprises.
• Collaborate closely with product managers, engineering, design, and integrations teams to build and ship features with high ownership.
• Partner with integrations teams to connect the platform to ERP and financial systems such as SAP, Oracle, Workday, and others.
• Enable organizations to set investment thresholds, allocate budgets across initiatives, track actuals against plans, and make real-time tradeoff decisions within strategic planning contexts.

Requirements

• 4–8 years of domain experience in enterprise finance, FP&A, ERP implementation, or financial systems consulting.
• Deep understanding of rolling forecasts, quarterly business reviews (QBR), and budget approval workflows.
• Hands-on experience with organizational budgeting for large programs, including managing tradeoffs between cost centers, headcount planning, and CapEx vs. OpEx.
• Familiarity with enterprise finance or planning systems such as SAP, Oracle, Workday, Anaplan, or similar, including their limitations.
• Curiosity and practical experience using AI in work processes, with an interest in its impact on enterprise planning, financial forecasts, and budgets.
• Ability to navigate complex, precise finance workflows and produce clear, structured outputs for executive audiences.
• Strong written communication skills capable of producing concise documents that align stakeholders without requiring meetings.
• Collaborative mindset with a habit of sharing plans and pivots early to support integrated decision-making.

Preferred Qualifications

• Experience as a finance leader, FP&A analyst, ERP implementation consultant, or enterprise solutions architect.

Compensation & Benefits

• Remote-first work environment.
• Unlimited vacation policy in most locations.
• Comprehensive benefits including health, dental, vision, and savings plans.
• Perks such as training reimbursement, work-from-home reimbursement, and more.
• Opportunities for professional development including conferences, courses, and mentorship.
• Participation in diverse and dynamic teams with challenging and impactful work.
• Social activities both virtual and in-person, with optional meet-ups and travel to international offices.
• Employee referral program.

Location

Remote-first, with opportunities for optional in-person meet-ups and travel to international offices.

Candidates are encouraged to submit resumes in English. The employer is committed to equal opportunity employment and fostering an inclusive culture without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.