Financial Planning & Forecasting lead monthly, quarterly, and annual planning cycles for Product Development and G&A functions
Build and maintain financial models supporting headcount planning, operating expense forecasting, and long‑range financial plans
Collaborate with functional leaders to understand spending trends, emerging risks, and efficiency opportunities
Produce monthly and quarterly reporting packages, including variance analysis, KPI dashboards, and executive-ready summaries
Conduct ad hoc financial analyses to evaluate investment decisions, operating performance, and cost optimization initiatives
Serve as the primary financial advisor to Product Development and G&A department owners
Drive improvements in forecasting accuracy, reporting automation, and financial workflows
Manage, mentor, and develop two FP&A Analysts.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related field
6–8+ years of FP&A or relevant financial analysis experience
Strong experience in operating expense and headcount planning
Advanced Excel and financial modeling capability; strong PowerPoint skills
Preferred Experience supporting Product Development, Engineering, R&D, or technical organizations
Background in SaaS, technology, or product-driven environments
Experience with reporting systems (Oracle EPM, OneStream, Salesforce, NetSuite, Workday, etc.)
MBA or CPA a plus.

Benefits

Health insurance
Professional development opportunities
Remote work options
Flexible work arrangements

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial planningforecastingfinancial modelingvariance analysisKPI dashboardsad hoc financial analysisoperating expense planningheadcount planningreporting automationcost optimization

Soft Skills

collaborationmentoringleadershipcommunicationorganizational skills

Certifications

Bachelor's degree in FinanceBachelor's degree in AccountingBachelor's degree in EconomicsMBACPA