Lead - FP&A

Summary

Join interface.ai as the FP&A Lead, a strategic finance business partner working with the CFO. You will be responsible for financial planning, budgeting, forecasting, scenario modeling, and performance analytics, driving data-driven decision-making. This role involves building planning infrastructure and interfacing with various teams. You will own department-level budgeting, perform variance analysis, and track key SaaS KPIs. Additionally, you will build dashboards and financial scorecards, utilize AI for automation, and support investor relations and board communications. The ideal candidate possesses 4-6 years of FP&A experience, including SaaS or AI/Tech experience, advanced Excel skills, and proficiency in SaaS metrics. Knowledge of Power BI/Tableau and Salesforce is required.

Requirements

• Minimum 4-6 years in FP&A, with at least 2-3 years in SaaS or AI/Tech companies
• Advanced excel knowledge, financial modeling and Proficiency in SaaS metrics is a must
• Knowledge of Power BI/Tableau, Salesforce is required

Responsibilities

• Build annual and quarterly planning cycles: AOP and QOP, 2-3 year strategic plans, forecasts etc
• Build financial models for various scenarios with key drivers like  (ARR growth, pricing strategy, GTM expansion, product-led growth)
• Own department-level budgeting exercise for Product, Engineering, Sales, Marketing, and Customer Success
• Perform monthly / Quarterly variance analysis (Plan vs Actual), highlighting key drivers
• Track and report key SaaS KPIs (ARR, NRR, CAC, LTV, Payback, RPE, Gross Margin, Net Retention)
• Build dashboards (Power BI/Tableau) and financial scorecards for leadership
• Utilise AI to automate certain functions/needs from an FP&A perspective
• Drive automation using tools which streamline process and make them faster
• Build LIVE data models using ARR, Contracts, Success ratios etc to showcase current state and future state helping leaders to make decisions
• Compile and prepare board decks, investor presentations, and fundraising support material
• Collaborate on valuation, due diligence, and financial narratives

Preferred Qualifications

• Experience in a $10M–$50M ARR environment is highly preferred
• Familiarity with US market is a plus
• AI tool knowledge shall be a plus