Finance Lead

Symbolica AI•Dallas, TX

13d•Onsite

About The Position

You will own Symbolica’s FP&A engine and become the internal source of truth for how the business is performing and where it is heading. This is a hands-on, analytical role focused on building and running our operating model, forecasting SaaS and usage based throughput, and supporting decisions on hiring, spend, pricing, and go-to-market. You will work closely with executives to create a tight planning cadence, clean metrics, and board-ready narratives that turn ambiguity into crisp choices. 📍 Our Dallas office is located at 1722 Routh Street.

Requirements

4 to 9 years in FP&A, strategic finance, or analytics at a high-growth tech company, with meaningful ownership of forecasts and planning. VC/PE/IB background acceptable.
Strong modeling skills and good taste in assumptions: driver-based forecasting, scenario work, and the ability to explain results clearly to non-finance leaders.
Solid understanding of SaaS and consumption dynamics: ARR and revenue timing, cohorts, churn and retention, and margin drivers, plus comfort forecasting throughput.
High ownership and low ego: you move fast, stay precise, and improve systems and process without creating bureaucracy. You thrive in a founder-led environment and can partner tightly across product, engineering, and go-to-market teams.

Responsibilities

Build and maintain the operating model: SaaS bookings and revenue, usage based GMV style volume, churn and retention, pipeline conversion, and runway with scenario planning.
Run the planning rhythm: annual plan, quarterly reforecast, and monthly performance reviews with clear variance analysis and action-oriented outputs.
Own KPI definitions and reporting: establish consistent metrics, partner with product and data to connect usage and adoption to financial results, and publish dashboards and updates.
Support GTM analytics: pricing and packaging analysis, unit economics, sales capacity planning, quota and pipeline health, and experiment measurement.
Produce leadership and investor materials: concise memos, board deck inputs, and ad hoc analysis for major deals, partnerships, and spend decisions.