Head of FP&A

What you will own:

Team Leadership

• Set and communicate a clear architectural and operating vision for FP&A — and direct the analysts, data-warehouse resources, and project-management support already in place toward it.

• Manage and develop the existing FP&A team, currently 2-3 members, and evaluate when and how to bring on 1-2 dedicated finance business partners.

• Build a team culture of ownership and proactivity — developing team members into trusted partners for their counterparts across the business.

• Establish the team's operating norms: intellectually curious, systems-oriented, bias toward action, and deeply collaborative with the business.

Process Transformation & Infrastructure

• Lead the end-to-end reimagination of FP&A workflows, migrating historical data out of spreadsheets and into the data warehouse, starting with revenue/sales analysis data.

• Define and implement a scalable planning architecture — retaining spreadsheets for scenario/planning work, while offloading historical data and recurring reporting to automated, DWH-native pipelines.

• Champion AI and modern tooling (including Claude) to automate routine management and board reporting, surface anomalies, and accelerate insight generation — not as a side project, but as core infrastructure.

• Build real-time, self-service budget visibility for GMs and department heads — giving business leaders direct access to their financial position without Finance as an intermediary.

Revenue & Business Planning

• Own all revenue planning: ARR, NRR, CAC, LTV, and product-level P&L across six products.

• Drive a more granular, dynamic headcount planning process — moving from static annual models to rolling, scenario-aware workforce plans.

• Partner with Product GMs to build product-level dashboards and financial transparency, enabling them to own their P&Ls with confidence.

• Lead the annual budget cycle (target: late September / October kickoff) and quarterly re-forecasting process.

Strategic Finance Partnership

• Serve as the primary financial partner to GMs and key department heads — not just reporting on results, but co-designing, planning, and resource allocation decisions.

• Build the dashboards, KPIs, and self-service reporting infrastructure that lets business leaders access financial insight without relying on Finance as a bottleneck.

• Support the CFO on board materials, investor reporting, capital allocation, and ad hoc strategic analyses.

Qualifications:

Required

• 7–12+ years of progressive finance experience, including meaningful FP&A leadership in a SaaS or recurring-revenue environment, ideally with B2C experience

• Demonstrated track record of process transformation — not just improving existing workflows, but redesigning them from first principles

• Strong command of SaaS unit economics: ARR, NRR, CAC/LTV, gross margin, Rule of 40, and product-level P&L

• Comfort operating in environments with imperfect data — you know how to make progress and build confidence in numbers even before the data infrastructure is pristine

• Hands-on experience building or modernizing financial platforms and workflows with AI/LLM tools (e.g., Claude, ChatGPT) — or, absent that direct experience, a demonstrated appetite to learn quickly and experiment with purpose

• Excellent cross-functional communication — able to translate financial complexity for GMs, engineers, and the board alike

• Experience with data warehouse environments (Snowflake, BigQuery, or equivalent); SQL proficiency is a strong plus

• Genuine wish to build and lead a team

Required

• 7–12+ years of progressive finance experience, including meaningful FP&A leadership in a SaaS or recurring-revenue environment, ideally with B2C experience.

• Demonstrated track record of process transformation — not just improving existing workflows, but redesigning them from first principles.

• Strong command of SaaS unit economics: ARR, NRR, CAC/LTV, gross margin, Rule of 40, and product-level P&L.

• Comfort operating in environments with imperfect data — you know how to make progress and build confidence in numbers even before the data infrastructure is pristine.

• Hands-on experience building or modernizing financial platforms and workflows with AI/LLM tools (e.g., Claude, ChatGPT) — or, absent that direct experience, a demonstrated appetite to learn quickly and experiment with purpose.

• Excellent cross-functional communication — able to translate financial complexity for GMs, engineers, and the board alike.

• Experience with data warehouse environments (Snowflake, BigQuery, or equivalent); SQL proficiency is a strong plus.

• Genuine wish to build and lead a team.

Strongly Preferred

• Background in investment banking, consulting, or PE/VC-backed SaaS — comfort with high-ownership, high-expectation environments.

• Experience evaluating or implementing FP&A platforms (Adaptive, Planful, Pigment, Mosaic, Anaplan, etc.) with a pragmatic view on build vs. buy vs. simplify.

• Familiarity with BI/visualization tools (Looker, Tableau, Metabase, Quicksight) and experience building executive-facing dashboards.

• Experience managing or mentoring analysts and building team culture in a lean finance org.

• Exposure to multi-product SaaS businesses and product-level P&L management.

Nice to Have

• Experience with NetSuite (ERP) and Salesforce (CRM).

• Familiarity with ASC 606 revenue recognition.

• MBA, CFA, or CPA — valued but not required if experience is strong.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.