FP&A Manager

Iterable•Boston, MA

4d•Remote

About The Position

This FP&A position is a critical and highly visible role within the Iterable finance team that performs integrated analysis and consolidation to support department and company-wide planning, forecasting and performance reporting processes. Reporting to the VP of FP&A, this role will partner with Research & Development (R&D) to support the company’s strategic objectives while keeping costs predictable. Your goal is to develop a deep understanding of links between our SaaS platform’s technical components and their financial costs to lead short and long-term forecasting of platform investments, technical development costs and partner directly with the CTO and head of product to align financial and development targets. The successful candidate will specifically demonstrate a strong aptitude for interpreting, analyzing, and communicating complex business issues, and identifying opportunities for improvement. Problem-solving, prioritization, and attention to detail are critical. This position offers multiple opportunities to showcase analytical skills. The core functions of the role include supporting the annual operating plan, fine tuning live forecast, contingent scenario planning, long-range planning, and month-end reporting processes while ensuring we maintain flexibility and continuously support the strategic objectives of Iterable.

Requirements

BS in Accounting/Finance, related field, or equivalent experience
Prior experience: 4+ years in an FP&A role at a public/pre-IPO SaaS company, public accounting firm, management consulting or investment banking with direct software company experience
Exceptional quantitative and financial modeling with high proficiency in Excel, G-Suite applications, and BI tools
Ability to thrive and multi-task in a rapidly evolving, fast-paced environment
Self-starter who is self-directed and proactive
Strong project management skills and proven ability to lead complex cross-functional initiatives across a breadth of team members
Strong communication, writing, and presentation skills
Built strong, collaborative relationships with key team members and stakeholders to drive operational efficiency
Roll-up-the-sleeves attitude and ability to adapt quickly to changes in business priorities and conditions

Responsibilities

Manage department and company wide financial statement reporting and forecasting including topline revenue metrics, resource allocation, headcount, and OpEx management with a specific focus on and ownership of key R&D functions
Serve as a finance business partner to the R&D organization and handle departmental headcount, budget, and development and tracking of meaningful critical metrics to measure efficiencies and return on investment analysis
Partner closely with CFO, VP of FP&A, CTO and VP of Product planning teams on budget planning and maintenance, balancing technical roadmap and budget objectives
Own the holistic company cost of revenue forecast, partnering with the Engineering FinOps team to link platform performance and optimization with the associated financial impacts
Support/drive development of Board of Directors presentations, executive dashboards, and KPIs. Create executive review materials that consolidate and communicate financial and operational strategy
Perform account-level variance analysis that drives business insight and frames financial risks and opportunities; present findings to senior management
Working to continuously develop and improve existing FP&A processes
Develop repeatable business, operational and financial processes, partnering closely with the accounting team, to identify key areas of improvement for maximum efficiency
Perform and support ad-hoc reporting/analysis requests. Support corporate initiatives and reporting