Role Overview
We are seeking a Head of FP&A to take full ownership of our corporate financial model and the operational workflows that feed it. Reporting directly to the Chief of Staff of Revenue & Finance, this role starts as an individual contributor focused on detailed modeling, forecasting, and executive‑level storytelling, with potential to build and lead a future team.
What You’ll Own
Corporate Model & Forecasting
- Own and maintain the consolidated corporate financial model, serving as the single source of truth across revenue, headcount, and expense lines
- Build and maintain long‑range plans (LRPs) and annual operating plans (AOPs) using both tops‑down strategic frameworks and granular bottoms‑up drivers
- Ensure GAAP‑compliant treatment across all model assumptions; partner with Accounting to reconcile actuals and maintain integrity between ERP outputs and financial models
Reporting & Financial Accuracy
- Deliver monthly variance analysis with clear root‑cause explanations. Not just what changed, but why and what it means for the business
- Prepare precise, board‑ and investor‑ready financial presentations; own accuracy of all financial health metrics presented externally
- Work with Accounting, Strategic Finance, and Operations Leaders to identify and resolve discrepancies between financial systems, ensuring clean data flows
Process Mapping & Systems
- Build scalable operational frameworks and process documentation that bring clarity to how financial information flows through the organization
- Own end‑to‑end documentation of all finance related workflows, capturing each step, data transfer, system touchpoint, dependency, handoff, and control point with exceptional granularity
- Use SQL to independently extract, interrogate, and validate financial and operational datasets from source systems
- Partner with Finance and Accounting on deep‑dive investigations, root‑cause analyses, and redesign efforts for complex or high‑impact workflows
What We’re Looking For
Required
- 6+ years of FP&A, financial consolidations, strategic finance, or management consulting experience
- Deep understanding of GAAP accounting principles and how they translate into model assumptions, variance analysis, and financial reporting
- Hands‑on experience with ERP and financial planning systems (e.g. NetSuite, Workday, Adaptive, Anaplan, Pigment)
- Ability to use or learn data‑pulling tools such as Metabase, Hex, Snowflake
- Proven ability to run both tops‑down LRP/AOP processes and granular bottoms‑up monthly forecasting cycles
- Exceptional attention to detail: you catch errors others miss, and you build processes designed to prevent them from recurring
- Strong written communication skills: you know how to take complicated financial data and shape it into a clear, focused story for executives
- Must be available to work Pacific Time business hours
Preferred
- Experience at a high‑growth marketplace, SaaS, or two‑sided platform business
- Experience building or improving financial consolidation processes from scratch in a scaling organization
- Exposure to investor reporting or board‑level financial presentations
- Proficiency in SQL - you can independently pull, validate, and interrogate financial and operational data without depending on a data team
- 10+ years of FP&A, financial consolidations, strategic finance, or management consulting
What Success Looks Like
In the first 90 days , you will audit and fully document existing finance workflows, identify gaps in the corporate model, and deliver your first independent monthly variance analysis that leadership trusts and acts on.
Within six months , the corporate model is a reliable, well‑maintained asset – clean, documented, and stress‑tested. Quarterly forecasting cycles run on time with fewer surprises. Cross‑functional partners know who owns what, and financial data flows with fewer reconciliation errors.
Long‑term , you will have built the financial operating infrastructure that scales with the company. You will have a complete, highly granular understanding of every end‑to‑end finance workflow, enabling precise attribution of every dollar and strengthening financial controls across the organization.
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