Make your work flow™
Customer Service Automation • Customer Support Automation • ChatBots • Artificial Intelligence • Machine Learning
August 15
🔄 Hybrid – Bay Area
Make your work flow™
Customer Service Automation • Customer Support Automation • ChatBots • Artificial Intelligence • Machine Learning
• Build, lead, mentor, and develop the FP&A team, fostering a high-performance culture. • Ensure the team delivers accurate and timely financial analysis, reports, and forecasts. • Oversee the development of the annual budget, quarterly forecasts, and long-range financial plans. • Analyze financial performance against key business metrics and document pertinent financial highlights that will enable management to determine progress against strategic/business plans and budgets. • Provide insights and recommendations based on financial analysis to support business decisions and strategic initiatives. • Partner with department heads and senior management in Sales, Marketing, and Product to understand their financial needs and provide actionable insights. • Collaborate with cross-functional teams to drive financial performance and operational efficiency. • Prepare and present monthly, quarterly, and annual financial reports to the executive team and board of directors. • Ensure compliance with financial regulations and standards. • Support M&A activities, including financial due diligence and integration planning. • Drive continuous improvement initiatives within the finance function to enhance processes, systems, and reporting capabilities. • Identify and manage financial risks and opportunities, providing recommendations for mitigation or enhancement.
• Bachelor’s degree in Finance, Accounting, Economics, or related field. MBA or CFA preferred. • Minimum of 10 years of progressive experience in FP&A, preferably within the technology sector. At least 5 years in a leadership role. • Strong financial modeling, analysis, and forecasting skills. • Proven track record of scaling FP&A functions in a high-growth environment to hundreds of millions in revenue. • Experience with Enterprise SaaS business models and related metrics. • Strong proficiency in advanced financial modeling, data analysis tools, and systems (e.g., Excel, SQL, BI tools) to enhance financial reporting and analysis capabilities. • Excellent leadership and team management abilities. • Exceptional communication and presentation skills. • Proficiency in cloud-based FP&A software and ERP systems (e.g., NetSuite, Quickbooks) • Strategic thinker with the ability to influence and drive business decisions. • High level of integrity and dependability with a strong sense of urgency and results-orientation. • Analytical mindset with attention to detail. • Strong problem-solving skills and ability to thrive in a fast-paced, dynamic environment. • Collaborative and able to build strong relationships across the organization. • Results-driven with a proactive approach to achieving objectives.
Apply Now