FP&A Manager GTM
About The Position
As a key member of the FP&A (Financial Planning and Analysis) team, you will collaborate closely with leaders in our go-to-market functions (Sales, Marketing, Professional Services). You will drive financial analysis for data-driven decision making, work cross functionally to support business partners across the organization, and support the operational efficiency of the team in order to grow at scale. The ideal candidate thrives in a highly collaborative and fast-paced environment, is a self-starter with strong attention to detail, is able to process data from disparate sources of information to perform complex financial analysis, and has a track record of being a strong cross-functional quarterback. This position is based in our HQ office in San Mateo, California. Hybrid work environment.
Requirements
- Bachelorâs Degree in Finance, Economics, or Accounting
- 7 to 10+ years of relevant experience in FP&A, strategic finance, public accounting and/or investment banking
- Experience working with Sales, Marketing, and Professional Services functions
- Strong attention to detail
- Exceptional Excel modeling skills, both in building new models and streamlining existing models
- High proficiency in PowerPoint, and specifically translating analysis into digestible formats
- Highest level of integrity, professionalism and judgement with the ability to handle confidential information
- Ability to distill complex analysis and nuanced problems into actionable insight
- Collaborative team player with strong communication skills
- Demonstrated track record of being a cross-functional business partner
- Growth mindset and a curiosity for tackling challenges across the organization
Nice To Haves
- MBA or related Masterâs Degree, CPA, or CFA
- Experience in software industry with an understanding of subscription revenue model and related metrics
- Experience with financial software systems (e.g. Mosaic, NetSuite, Salesforce)
- Experience in a high-growth, startup environment
Responsibilities
- Act as a trusted business partner to our team leaders in Sales, Marketing, and Professional Services on resource allocation decisions and report on key performance metrics on a regular basis
- Maintain the company financial model to drive visibility into the forecasting and budgeting process, and develop additional financial models as needed
- Deliver timely financial reporting for Board meetings and executive team reviews
- Drive ad hoc analysis to enable data-driven decision making across the organization, deliver key insights and actionable recommendations, and help key stakeholders execute on business decisions
- Prepare materials for potential investor presentations and due diligence efforts
- Support the Accounting team in the month end close process and annual audit
- Help evaluate strategic vendor and partner relationships
Benefits
- competitive salaries
- equity packages
- global wellness benefits
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Number of Employees
251-500 employees
