FP&A Manager

Reachdesk • Charlotte, NC

7d • Remote

About The Position

Reachdesk is seeking an FP&A Manager to join their growing team. This role is responsible for professionalizing the finance function by investing in people, systems, and reporting to enable business scaling. The position is a modern, data-driven FP&A role that involves owning planning, forecasting, performance narrative, and the reporting and analytics that finance relies on. The ideal candidate will use automation and AI to maximize efficiency within a lean team, combining financial storytelling with hands-on work in data and tools.

Requirements

• Five or more years in FP&A, corporate finance, or a closely related analytical role, ideally in SaaS or a multi-entity business.
• Advanced financial modeling and a strong command of Excel or Google Sheets.
• Hands-on data skills: SQL and BI or analytics tools, and comfort working across multiple source systems.
• Working knowledge of an ERP, NetSuite strongly preferred; CRM and CPQ data (Salesforce, DealHub) an advantage.
• Demonstrated use of automation and AI tools to improve finance or analytics workflows.
• Clear, concise communication and the ability to present to executives and a board.
• A bachelor’s degree in finance, accounting, economics, data, or a related field.

Nice To Haves

• Experience in a high-growth, multi-entity, or investor-backed business.
• Multi-currency consolidation and cross-border operations.
• Integration tooling (for example Workato) and modern analytics platforms.
• A finance or analytics certification (for example CFA, CMA, or an FP&A or data credential).

Responsibilities

• Build and maintain the consolidated operating model across all entities and revenue streams.
• Own the annual budget, quarterly reforecasts, and rolling cash and P&L forecasts.
• Run budget-versus-actual and variance analysis, with clear commentary on drivers.
• Develop unit economics and margin analysis by revenue stream, including gifting wallet and sourcing.
• Produce the board, lender, and management reporting narrative, translating results into the metrics that matter to the business.
• Own the Reachdesk Performance Dashboard as the single, trusted view of company performance, keeping it accurate, current, and aligned to reported financials.
• Own the reporting data layer that spans NetSuite, Salesforce, DealHub, and analytics tooling, so management reporting runs off one reconciled source of truth.
• Partner with data owners across the business to specify finance’s reporting, data, and integration requirements and to protect data quality.
• Define and monitor the data integrity checks that keep forecasts and dashboards reliable as volumes scale.
• Build and maintain self-service dashboards and reporting for finance and cross-functional stakeholders.
• Identify and implement automation across forecasting, reporting, and variance workflows to reduce manual effort.
• Apply AI tools to accelerate analysis, surface anomalies, and draft first-pass commentary.
• Champion practical, controlled adoption of AI and automation within finance, with appropriate review and governance.

Benefits

• Competitive salary with generous stock options
• 401(k) with employer match
• Medical, dental & vision insurance, including mental health support and fast access to care
• Flexible PTO that increases the longer you’re with us, plus extra flexibility for life’s unexpected moments
• A genuinely collaborative culture with innovative, fun, and ambitious people

What This Job Offers

• Job Type: Full-time
• Career Level: Manager