Lead Traditional FP&A Processes: Own the company-wide planning and forecasting processes and perform variance analyses to drive accountability across business teams.
Act as Strategic Finance Partner: Serve as a finance partner to department leaders (Sales, Marketing, Customer Success, R&D) to manage operating expenses, develop financial models for new initiatives, and identify opportunities for efficiency and margin improvement.
Executive & Investor Reporting: Prepare and present insightful financial analysis and management reporting packages to articulate business performance, and support the leadership team with materials related to Investor Relations.
Drive System & Process Excellence: Drive continuous improvement and automation across FP&A tools and systems (e.g., ERP, planning software) to enhance forecast accuracy and reporting efficiency.
Long-Term Planning & Capital Allocation: Develop and maintain complex, integrated financial models to support long-term strategic planning.

Requirements

5+ years of prior experience in SaaS FP&A, investment banking, private equity, or management consulting.
An AI-native mindset: You are proactive about using AI tools to streamline financial workflows and extract deeper insights.
Strong working knowledge and experience with dedicated FP&A platforms / ERP systems.
Strong financial modeling and analytical skills (a modeling test will be part of the process).
Extensive experience collecting, interpreting, and analyzing large, complex datasets.
Strong cross-functional collaboration, with ability to balance attention to detail with a view of the bigger strategic picture.
A self-starter who can build on financial processes that scale.
A proactive problem-solver mentality with ability to roll up the sleeves and thrive in a fast-paced, high-growth environment.

Benefits

Employer-paid health insurance (including dependent coverage)
An employer-matched 401K retirement savings program from day 1
Paid Parental Leave
Stock options
Health + wellness reimbursements
PTO that increases each year
16 paid holidays, including your birthday!

Applicant Tracking System Keywords

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

Hard Skills & Tools

financial modelingvariance analysisdata analysisforecastingfinancial analysiscapital allocationSaaS FP&Ainvestment bankingprivate equitymanagement consulting

Soft Skills

cross-functional collaborationproblem-solvingattention to detailstrategic thinkingself-starterproactive mindsetcommunicationaccountabilityadaptabilityinitiative