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

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

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.

Applicant Tracking System Keywords

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

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