Manager, R&D Finance

Overview

This role supports the Strategic Finance team, focused on key business planning and financial analysis. You will own budget responsibilities, lead annual and quarterly planning, allocate and deploy resources effectively, and partner across the organization to drive data-informed decision-making. The position requires a structured, analytical approach, strong communication skills, comfort with ambiguity, and experience turning financial analysis into actionable insights.

This is a full-time role available from one of the US hubs (SF / NY) or remotely in the United States.

Responsibilities

• Lead all ARR (Annual Recurring Revenue) planning and forecasting for the Self-Serve business, including annual plans, quarterly forecasts, monthly reporting, and weekly performance reviews
• Partner cross-functionally with Product and Data Science to identify key growth drivers, surface insights, and influence strategic decisions across the self-serve funnel
• Design and implement process improvements to enhance forecast accuracy and improve visibility into customer behavior, monetization, and conversion trends
• Manage and mentor a high-performing team, providing strategic direction, career development support, and hands-on collaboration to drive team impact
• Develop and present actionable insights and recommendations to senior leadership, including the CFO, CEO, and CMO
• Own and evolve the financial narrative for the self-serve motion in executive and board-level materials
• Scale the Self-Serve Finance function with a builder’s mindset by identifying tools, metrics, and systems that enable better decision-making at scale

Requirements

• 8+ years of experience in investment banking, private equity, strategic finance, business operations, or a related analytical field
• 2+ years leading and developing high-performing teams
• Proficiency in SQL and a history of partnering with Data Science teams to solve complex analytical problems
• Deep experience in financial planning, forecasting, and driving insights through data-driven analysis
• Structured, strategic problem-solving skills to break down ambiguous issues into clear, actionable solutions
• A track record of building new processes or scaling existing ones to improve efficiency and decision-making

Preferred Qualifications

• Experience at a high growth B2B SaaS company, with bonus points for self-serve models

Compensation & Benefits

• Annual Base Salary Range: $185,000—$317,000 USD
• Equity eligibility
• Health, dental, and vision coverage
• Retirement benefits with company contributions
• Parental leave and reproductive or family planning support
• Mental health and wellness benefits
• Paid time off, including paid sick leave, holidays, and other leave benefits in compliance with applicable federal, state, and local laws, including the requirements of the Washington Minimum Wage Act and related regulations
• Exempt employees are eligible for employer-provided paid flexible PTO in addition to flexible paid sick leave (PTO is subject to manager approval)
• Additional benefits may include company recharge days, cell phone and home internet reimbursements, and lifestyle spending accounts
• Sales incentive compensation for most sales roles and an annual bonus plan for eligible non-sales roles
• All compensation and benefits are subject to applicable plan terms and may be modified by the employer at any time, consistent with applicable law

Location

• Full time role in one of the US hubs (SF / NY) or remotely in the United States