Finance Manager

About the role

As Finance Manager, you will be the operational engine of our FP&A function, owning financial planning, headcount management, and reporting while partnering with RevOps on GTM capacity planning and supporting Deal Desk on pricing. You will maintain the company financial model with a focus on headcount planning across departments, managing the HC request and approval process with HR, Recruiting, and department leads, and owning budget tracking while proactively flagging variances. You will work directly with our Sr. Director of FP&A with high visibility into company leadership, driving high-ownership, high-impact initiatives that span finance, operations, and GTM strategy. You will prepare month-end and quarter-end close reporting packages, building KPI dashboards and surfacing insights for leadership in clear, accessible narratives to guide strategic decisions. Additionally, you will partner with the Sr. Director of FP&A to implement a modern Financial Planning solution, migrating our planning processes off Excel and leveraging AI tools such as Claude to automate workflows and improve analysis. You will own sales and pipeline generation capacity planning models with RevOps and support Deal Desk with ad-hoc pricing analysis while owning the deal desk pricing and cost model to ensure disciplined revenue execution. Finally, you will actively explore and apply AI tools to enhance financial workflows, improve analysis quality, and work smarter, bringing curiosity and initiative to every task in a fast-paced, high-growth environment.

Key facts

What you'll do

• Maintain the company financial model with a focus on headcount planning across departments, ensuring accuracy and alignment with business objectives.
• Manage the headcount request and approval process in collaboration with HR, Recruiting, and department leads to optimize resource allocation.
• Own budget tracking and proactively flag variances to enable timely corrective actions and informed decision-making.
• Partner with RevOps on sales and pipeline generation capacity planning models to support strategic GTM investments.
• Support Deal Desk with ad-hoc pricing analysis and own the deal desk pricing and cost model to ensure profitability and consistency.
• Prepare month-end and quarter-end close reporting packages with detailed reconciliations and clear documentation.
• Build and maintain KPI dashboards that surface insights for leadership, translating complex data into actionable narratives.
• Partner with the Sr. Director of FP&A to implement a modern Financial Planning solution, migrating planning processes off Excel and into scalable platforms.
• Actively explore and apply AI tools, including Claude, to automate repetitive tasks, improve analysis efficiency, and enhance financial workflows.
• Collaborate cross-functionally with RevOps, Sales, HR, and Deal Desk to ensure alignment on financial assumptions, forecasts, and operational initiatives.
• Drive process improvements that increase efficiency, reduce manual effort, and strengthen internal controls across FP&A and related functions.
• Analyze financial results against plan and forecast, identifying root causes of deviations and recommending data-driven corrective measures.
• Contribute to special projects such as scenario modeling, M&A due diligence, and strategic planning as needed to support leadership priorities.
• Communicate financial insights and recommendations to non-finance stakeholders in a clear, accessible manner that supports execution and accountability.

Requirements

• 4-7 years of FP&A experience, ideally at a high-growth SaaS or technology company, with a proven track record of delivering accurate financial insights.
• Strong financial modeling skills in Excel, with an eagerness to move into a modern EPM platform and adopt structured modeling practices.
• Experience with headcount planning and cross-functional budget management, including collaboration with HR and department leaders.
• Comfortable working with GTM data and partnering with RevOps or Sales Finance to optimize sales capacity and pipeline performance.
• Highly organized, detail-oriented, and an effective communicator with non-finance stakeholders across teams and levels.
• Self-starter who thrives with ownership in a fast-paced environment, demonstrating initiative and resilience under tight deadlines.
• Strong analytical mindset with the ability to interpret complex data, challenge assumptions, and present clear recommendations.
• Proficient in Microsoft Office, particularly Excel, with advanced skills in formulas, data validation, and dashboard development.
• Experience with collaboration tools such as Slack, Google Workspace, and project management software to coordinate cross-functional efforts.
• Willingness to learn and leverage AI tools like Claude to streamline processes, automate routine tasks, and enhance analytical capabilities.
• Bachelor's degree in Finance, Accounting, Economics, or a related field, or equivalent practical experience.
• Eligibility to work in the United States and authorization to employment without sponsorship for this role.
• Commitment to adhering to company policies, internal controls, and regulatory requirements in all financial activities.

Nice to have

• Exposure to Deal Desk, pricing analysis, or sales capacity modeling, with a demonstrated ability to influence pricing strategies and guardrails.
• Prior experience at a Series B-D startup, where you have navigated rapid growth, evolving processes, and ambiguous priorities.

Practical notes

• This is a full-time remote role available to candidates located in the United States, with no in-office requirements.
• No travel is required for this position, and there are no specific visa sponsorship arrangements for this role.
• Applicants must meet the stated eligibility requirements and possess the necessary authorization to work in the United States.
• Compensation details, including base salary range and equity, will be determined based on location, experience, skills, and market benchmarks.