FP&A Manager

Iterable

FP&A Manager overseeing finance operations at Iterable, an AI-powered customer engagement platform. Partnering with R&D and financial planning to support strategic objectives and forecasting.

Posted 5/1/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $112,000 - $175,000 per yearWebsite

About the role

Key responsibilities & impact

Manage department and company wide financial statement reporting and forecasting including topline revenue metrics, resource allocation, headcount, and OpEx management with a specific focus on and ownership of key R&D functions
Serve as a finance business partner to the R&D organization and handle departmental headcount, budget, and development and tracking of meaningful critical metrics to measure efficiencies and return on investment analysis
Partner closely with 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 the associated financial impacts
Support/drive 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 that drives business insight and frames financial risks and opportunities; present findings to senior management
Working to continuously develop and improve existing FP&A processes
Develop repeatable business, operational and financial processes, partnering closely with the accounting team, to identify key areas of improvement for maximum efficiency
Perform and support ad-hoc reporting/analysis requests. Support corporate initiatives and reporting

Requirements

What you’ll need

BS in Accounting/Finance, related field, or equivalent experience
Prior experience: 4+ years in an FP&A role at a public/pre-IPO SaaS company, public accounting firm, management consulting or investment banking with direct software company experience
Exceptional quantitative and financial modeling with high proficiency in Excel, G-Suite applications, and BI tools
Ability to thrive and multi-task in a rapidly evolving, fast-paced environment
Self-starter who is self-directed and proactive
Strong project management skills and proven ability to lead complex cross-functional initiatives across a breadth of team members
Strong communication, writing, and presentation skills
Built strong, collaborative relationships with key team members and stakeholders to drive operational efficiency
Roll-up-the-sleeves attitude and ability to adapt quickly to changes in business priorities and conditions

Benefits

Comp & perks

Paid parental leave
Competitive salaries, meaningful equity, & 401(k) plan
Medical, dental, vision, & life insurance
Community Impact Days
Fertility & Adoption Assistance
Paid Sabbatical
Flexible PTO
Monthly Employee Wellness allowance
Monthly Professional Development allowance
Pre-tax commuter benefits
Complete laptop workstation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial statement reportingforecastingbudget planningvariance analysisfinancial modelingExcelG-SuiteBI toolsR&D functionscost of revenue forecasting

Soft Skills

quantitative skillsproject managementcommunication skillswriting skillspresentation skillscollaborative relationshipsself-starterproactiveadaptabilitymulti-tasking

Certifications

BS in AccountingBS in Finance