Corporate FP&A Lead

Clipboard•San Francisco, CA

2d•Remote

About The Position

We are seeking a Corporate FP&A Lead to take full, end-to-end ownership of our corporate financial model and the operational workflows that feed it. Reporting directly to the Chief of Staff of Revenue & Finance, this will start as an individual contributor role built for someone who thrives in both the granular details and the executive-level storytelling, with the potential to build out and lead a future team. This is our first FP&A hire and we’ll be looking to you to bring expertise and intentional design to our planning, forecasting, and reporting processes. You will own the corporate model, drive forecast cycles, build our long-range planning and annual planning processes, and serve as the connective tissue between Accounting, Strategic Finance, and senior leadership. The right person is rigorous without being slow, can translate complex financial systems into clear narratives, and holds themselves to an exceptionally high standard of accuracy.

Requirements

6+ years of FP&A, financial consolidations, strategic finance, or management consulting experience
Deep understanding of GAAP accounting principles and how they translate into model assumptions, variance analysis, and financial reporting
Hands-on experience with ERP and financial planning systems (e.g. NetSuite, Workday, Adaptive, Anaplan, Pigment)
Ability to use or learn data-pulling tools such as Metabase, Hex, Snowflake
Proven ability to run both tops-down LRP/AOP processes and granular bottoms-up monthly forecasting cycles
Exceptional attention to detail: you catch errors other miss, and you build processes designed to prevent them from recurring
Strong written communication skills. You can distill complex financial information into crisp, executive-ready narratives

Nice To Haves

Experience at a high-growth marketplace, SaaS, or two-sided platform business
Experience building or improving financial consolidation processes from scratch in a scaling organization
Exposure to investor reporting or board-level financial presentations
Proficiency in SQL - you can independently pull, validate, and interrogate financial and operational data without depending on a data team
10+ years of FP&A, financial consolidations, strategic finance, or management consulting

Responsibilities

Own and maintain the consolidated corporate financial model, serving as the single source of truth across revenue, headcount, and expense lines
Build and maintain long-range plans (LRPs) and annual operating plans (AOPs) using both tops-down strategic frameworks and granular bottoms-up drivers
Ensure GAAP-compliant treatment across all model assumptions; partner with Accounting to reconcile actuals and maintain integrity between ERP outputs and financial models
Deliver monthly variance analysis with clear root-cause explanations. Not just what changed, but why and what it means for the business
Prepare precise, board- and investor-ready financial presentations; own accuracy of all financial health metrics presented externally
Work with Accounting, Strategic Finance, and Operations Leaders to identify and resolve discrepancies between financial systems, ensuring clean data flows
Build scalable operational frameworks and process documentation that bring clarity to how financial information flows through the organization
Own end-to-end documentation of all finance related workflows, capturing each step, data transfer, system touchpoint, dependency, handoff, and control point with exceptional granularity
Use SQL to independently extract, interrogate, and validate financial and operational datasets from source systems
Partner with Finance and Accounting on deep-dive investigations, root-cause analyses, and redesign efforts for complex or high-impact workflows