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Roo

Senior FP&A Manager

Roo

Senior FP&A Manager at Roo leading financial planning and analysis for a veterinary staffing platform. Collaborating with leadership and building a team in a remote-first environment.

Posted 4/16/2026full-timeCalifornia • 🇺🇸 United StatesSenior💰 $120,000 - $195,000 per yearWebsite

Tech Stack

Tools & technologies
ERPPythonSQL

About the role

Key responsibilities & impact
  • Serve as a trusted financial advisor to functional leadership, proactively surface risks and opportunities with a point of view.
  • Lead cross-functional planning processes requiring you to align, challenge, and synthesize input from Sales, Product, Marketing, and Operations.
  • Translate financial complexity into clear, executive-ready insights for non-finance audiences.
  • Lead all forecasting: revenue, cash, operating model, and long-range forecasting.
  • Lead the annual budget process end-to-end, coordinating inputs across departments.
  • Develop and track KPIs that connect operational activity to financial outcomes.
  • Prepare ad hoc and ongoing reporting for internal teams, executives, and investors.
  • Build scalable, repeatable processes for budgeting, forecasting, and performance analysis.
  • Lead the FP&A team's AI adoption. Set the standard for AI fluency on the Finance team and mentor the FP&A Analyst accordingly.
  • Support implementation and administration of EPM/ERP systems as Roo scales.
  • Partner with Accounting to ensure accurate, efficient reporting.
  • Manage and develop the FP&A junior talent & contractors; build team scope and headcount over time.

Requirements

What you’ll need
  • 8+ years of progressive FP&A experience in high-growth or startup environments.
  • Demonstrated experience as a cross-functional partner and strategic advisor to executive leaders — not just a financial analyst supporting them.
  • Hands-on AI/automation experience applied to FP&A workflows (required); must be able to speak to specific examples.
  • Advanced financial modeling: 3-statement, revenue forecasting, cash forecasting, LRP, and valuation.
  • Strong Google Sheets proficiency; experience migrating from Excel a plus.
  • Experience with EPM/ERP systems (e.g., QuickBooks, Netsuite, Adaptive, Aleph).
  • SQL and/or Python experience highly desired.
  • Bachelor's in Finance, Accounting, or related field; MBA or CFA a plus.
  • Prior experience managing direct reports preferred.

Benefits

Comp & perks
  • Stipends for home office setup, continuing education, and monthly wellness.
  • Comprehensive health benefits to fit your needs with base medical plan covered at 100% with optional premium buy up plans.
  • 401K
  • Unlimited Paid Time Off.
  • Paid Maternity/Paternity and reproductive care leave.
  • Gifts on your birthday & anniversary.
  • Opportunity for domestic travel, including for regional team building events.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
financial modelingrevenue forecastingcash forecastinglong-range planningvaluationAI/automation experienceKPI developmentbudgetingperformance analysiscross-functional planning
Soft Skills
trusted financial advisorstrategic advisormentoringteam managementcommunicationsynthesis of inputrisk assessmentopportunity identificationexecutive communicationcollaboration
Certifications
Bachelor's in FinanceBachelor's in AccountingMBACFA