Finance Manager

Summary

Join Customer.io as a strategic Finance Manager and own the end-to-end financial planning and analysis driving company growth. Partner with Sales, Marketing, and senior leadership to shape forecasting, reporting, and strategic initiatives, turning data into actionable insights. Build robust financial models, translate complex metrics into clear narratives, and mentor junior FP&A team members. This role requires a strategic mindset, attention to detail, and excellent communication skills. The ideal candidate will have extensive experience in FP&A, B2B SaaS fluency, and mastery of financial modeling. Customer.io offers competitive compensation, equity, and a comprehensive benefits package.

Requirements

• 6–8+ years of experience in FP&A, investment banking, private equity, or consulting, with a track record of progression into senior roles
• Deep B2B SaaS fluency, including expert knowledge of ARR, retention, CAC, LTV, and pipeline analytics
• Mastery of financial modeling, with the ability to build scalable Excel/Google Sheets models that evolve over time
• Proven experience driving annual planning processes and delivering executive-level reports
• Bachelor’s degree in Finance, Accounting, Economics, or a related field (advanced degree a plus)

Responsibilities

• Own full-cycle ARR forecasting. Partner with Sales and Marketing leadership to model pipeline, churn, and expansion across both self-serve and sales-led channels
• Design and scale financial models. Build, maintain, and continuously improve our consolidated P&L, balance sheet, cash flow, and SaaS-metrics forecasts so they flex with our business
• Lead annual and long-range planning. Drive scenario analytics, identify growth levers, and collaborate on strategic initiatives that unlock new opportunities
• Deliver executive and board reporting. Craft monthly, quarterly, and ad hoc strategic presentations with clear narratives, actionable insights, and compelling visuals
• Champion cross-functional collaboration. Translate business priorities into financial impact, advise on investment trade-offs, and help teams understand the “why” behind the numbers
• Ensure data integrity. Own QA, reconciliation, and process improvements that make our forecasting and reporting rock-solid
• Mentor and develop FP&A talent. Coach junior team members today, and prepare to lead direct reports as our team grows tomorrow

Preferred Qualifications

• Hands-on experience with enterprise FP&A platforms (Drivetrain, Mosaic, Adaptive, Anaplan, etc.)
• Familiarity with ERP, CRM, and HRIS systems to streamline data flows
• Board-level exposure and comfort presenting to executive audiences

Benefits

• Unlimited PTO - we encourage at least 20 vacation days (in addition to holidays and sick days) so that you can unwind, unplug, and recharge
• 16 weeks paid parental leave (including adoption and foster care)
• 100% paid insurance premiums for you and your dependents
• 401k retirement matching - up to 5% dollar-for-dollar match to retirement contributions
• $1,500 annual healthy lifestyle budget (for gym memberships, classes, fitness equipment)
• $250/monthly Remote Work Stipend to be used for home internet, cell phone, and other miscellaneous remote work costs
• $300/month co-working space rental reimbursement
• $2,000/yearly professional education budget for conferences, courses, workshops, books, etc
• $1,500 home office budget to make sure your working space is ergonomic and just what you need to do your best work!
• One month sabbatical after five years at Customer.io