FP&A Lead

• Be a key driver in company-wide financial statement forecasting and reporting across product-level revenue metrics, bookings, resource allocation, headcount, and OpEx, maintaining full finance ownership for the R&D organization

• Serve as the strategic finance leader for the R&D organization, managing departmental budgets, headcount models, and ROI metrics across technical development initiatives

• Partner closely with the Product and Go-To-Market leadership teams on strategic pricing model initiatives, package architecture, and monetization strategies for new product offerings

• Lead financial oversight for AI-driven platform initiatives, evaluating investment returns on AI development tools as well as unit economics for AI-powered personalized marketing features

• Own the holistic company cost of revenue forecast, partnering with Engineering FinOps to tie platform performance and cloud infrastructure optimization directly to gross margin optimization

• Spearhead executive and Board of Directors presentation materials, creating high-impact dashboards and narrative analyses to articulate corporate strategy and performance

• Leverage modern AI-driven financial planning tools and methodologies to continuous innovate and scale core FP&A processes

• Drive financial risk and opportunity analyses, evaluating scenario modeling to guide senior management decision-making

• Build scalable strategic frameworks in close alignment with Accounting, Product, and Engineering leadership to drive cross-functional efficiency

• BS in Accounting/Finance, related field, or equivalent experience

• 6+ years of progressive financial analysis experience at high-growth SaaS companies, public accounting, or investment banking, with explicit experience leading product-level software finance

• Proven experience building revenue models, evaluating pricing strategy, and forecasting roll-ups by geographies, segments and/or products

• Expertise in quantitative analysis and financial modeling, alongside familiarity with modern AI tools, BI solutions, and G-Suite apps

• Demonstrated ability to partner effectively with senior C-suite executives (CFO, CTO, CPO), able to drive strategic consensus and execute their priorities with sound judgement

• Strong passion for AI technology trends, AI-powered product development, and adopting next-gen automation tools

• 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

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