FP&A Manager
About The Position
Reachdesk is a multi-entity SaaS gifting marketplace operating across the US, UK, Portugal, and Australia, with three revenue streams and physical goods moving across borders. We are professionalizing the finance function and investing in the people, systems, and reporting that let the business scale with confidence. This is a modern, data-driven FP&A seat. Alongside owning planning, forecasting, and the performance narrative, you will own the reporting and analytics that finance runs on and use automation and AI to do more with a lean team. If you enjoy combining financial storytelling with hands-on work in data and tools, this role is built for you.
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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
