FP&A Manager

Summary

Join Iterable's finance team as a critical FP&A professional, playing a highly visible role in supporting company-wide planning, forecasting, and performance reporting. Partner with Research & Development (R&D) to align financial and development targets, contributing to the company's strategic objectives. Develop a deep understanding of the SaaS platform's technical components and their financial costs to lead short and long-term forecasting of platform investments. This role involves managing financial statement reporting and forecasting, serving as a finance business partner to R&D, and collaborating with senior leadership on budget planning and maintenance. You will own the company's cost of revenue forecast and support the development of executive presentations and KPIs. The position requires strong analytical skills, problem-solving abilities, and excellent communication skills.

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

Benefits

• Paid parental leave
• Competitive salaries, meaningful equity, & 401(k) plan
• Medical, dental, vision, & life insurance
• Balance Days (additional paid holidays)
• Fertility & Adoption Assistance
• Paid Sabbatical
• Flexible PTO
• Monthly Employee Wellness allowance
• Monthly Professional Development allowance
• Pre-tax commuter benefits
• Complete laptop workstation