We are seeking a strategic and hands-on FP&A Lead to own our financial planning and analysis. Directly reporting to the VP of Finance, you will be responsible for driving budgeting, forecasting, financial modeling, and performance analysis across the company. As a key business partner to senior leadership and as part of the Finance team, you will provide deep financial insights and translate complex analysis into clear, actionable recommendations that support data-driven decision-making and long-term growth.
You will be expected to bridge the gap between traditional corporate finance and modern AI-driven engineering, building the automated systems, agentic workflows, and FP&A processes from the ground up necessary to scale a high-growth SaaS organization. You thrive in a fast-scaling environment where systems and data structures are still evolving, requiring pragmatic, iterative approaches rather than perfect solutions.
Key Responsibilities:
Strategic Planning & Partnering: Lead end-to-end budget creation and long-range planning. Partner directly with department leaders on a monthly, quarterly, and annual basis to provide financial expertise for headcount planning and operational budgeting.
AI Systems & Workflow Automation: Utilize AI tools such as Claude Code, Gemini, ChatGPT, and Vibe Coding to build and manage agentic workflows. You will independently automate NetSuite/HubSpot data extraction, anomaly detection, predictive BvA reporting, and cash flow forecasting.
Unit Economics & P&L Mastery: Own the end-to-end analysis of SaaS metrics, unit economics, and the full P&L. Develop and monitor a comprehensive suite of financial ratios to ensure capital efficiency and operational health.
Data-Driven Decision Support: Provide the quantitative foundation for complex pricing analysis and strategic business pivots, serving as a strategic advisor to senior leadership.
Finance & Accounting Alignment: Partner closely with the Director of Finance to ensure alignment between financial models and operational reality, including revenue recognition, billing processes, and accounting outputs.
Advanced BvA & Performance Analysis: Implement monthly Variance Analysis process that provides predictive insights into burn management.
Fundraising: Take an active part in fundraising efforts, including the preparation of investor presentations and detailed data analysis for due diligence. Own the preparation of monthly reporting packages and Board of Directors decks.
You will be expected to bridge the gap between traditional corporate finance and modern AI-driven engineering, building the automated systems, agentic workflows, and FP&A processes from the ground up necessary to scale a high-growth SaaS organization. You thrive in a fast-scaling environment where systems and data structures are still evolving, requiring pragmatic, iterative approaches rather than perfect solutions.
Key Responsibilities:
Strategic Planning & Partnering: Lead end-to-end budget creation and long-range planning. Partner directly with department leaders on a monthly, quarterly, and annual basis to provide financial expertise for headcount planning and operational budgeting.
AI Systems & Workflow Automation: Utilize AI tools such as Claude Code, Gemini, ChatGPT, and Vibe Coding to build and manage agentic workflows. You will independently automate NetSuite/HubSpot data extraction, anomaly detection, predictive BvA reporting, and cash flow forecasting.
Unit Economics & P&L Mastery: Own the end-to-end analysis of SaaS metrics, unit economics, and the full P&L. Develop and monitor a comprehensive suite of financial ratios to ensure capital efficiency and operational health.
Data-Driven Decision Support: Provide the quantitative foundation for complex pricing analysis and strategic business pivots, serving as a strategic advisor to senior leadership.
Finance & Accounting Alignment: Partner closely with the Director of Finance to ensure alignment between financial models and operational reality, including revenue recognition, billing processes, and accounting outputs.
Advanced BvA & Performance Analysis: Implement monthly Variance Analysis process that provides predictive insights into burn management.
Fundraising: Take an active part in fundraising efforts, including the preparation of investor presentations and detailed data analysis for due diligence. Own the preparation of monthly reporting packages and Board of Directors decks.
Requirements:
Must-Have
Bachelors degree in Finance, Accounting, Economics, or a related quantitative field.
Fluent in English (written and verbal).
5+ years of FP&A experience within global VC-backed SaaS companies, including at least one role served as a hands-on Individual Contributor.
Proven ability to build FP&A processes, models, and reporting structures from the ground up in a high-growth environment.
Expert-level control of AI tools, specifically Claude Code. You must be capable of independently leveraging these tools to build agentic workflows that automate financial operations and data flows.
High level of proficiency in NetSuite.
Familiarity with capital raising, investor reporting, and due diligence processes.
Advanced Excel and financial modeling skills; proven experience with FP&A systems and automation tools.
Nice-to-Have:
Certified Public Accountant designation.
Big 4 Alumni, specifically from the Valuation or Strategy departments.
Hands-on experience with FP&A system implementations.
Prior managerial experience, with the ability to scale a team in the future.
Must-Have
Bachelors degree in Finance, Accounting, Economics, or a related quantitative field.
Fluent in English (written and verbal).
5+ years of FP&A experience within global VC-backed SaaS companies, including at least one role served as a hands-on Individual Contributor.
Proven ability to build FP&A processes, models, and reporting structures from the ground up in a high-growth environment.
Expert-level control of AI tools, specifically Claude Code. You must be capable of independently leveraging these tools to build agentic workflows that automate financial operations and data flows.
High level of proficiency in NetSuite.
Familiarity with capital raising, investor reporting, and due diligence processes.
Advanced Excel and financial modeling skills; proven experience with FP&A systems and automation tools.
Nice-to-Have:
Certified Public Accountant designation.
Big 4 Alumni, specifically from the Valuation or Strategy departments.
Hands-on experience with FP&A system implementations.
Prior managerial experience, with the ability to scale a team in the future.
This position is open to all candidates.
