FP&A Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist with the annual budgeting, quarterly forecasting, and long-term strategic planning initiatives.

• Develop and enhance comprehensive financial models that project and evaluate functional costs to fully comprehend variance sources and ultimately enhance forecast precision.

• Facilitate in-quarter review sessions focusing on budget adjustments, ensuring the organization can adapt to short-term budget surpluses or deficits, including the creation and maintenance of KPIs across all organizational facets.

• Generate monthly and quarterly management reports - assess financial outcomes, extract and summarize key trends, evaluate present and future business risks, and convey essential insights to senior management.

• Cultivate and sustain relationships with cross-departmental teams to gather and integrate updates regarding discrepancies in actual procurement activities compared to budget forecasts.

• Assist executive management by delivering timely ad hoc reports on significant issues.

• Immerse yourself with business partners throughout the company, fostering trust, building relationships, and acquiring a thorough understanding of the relevant drivers.

⛳️ Requirements

• Over 5 years of pertinent finance experience is preferred, with a strong preference for SaaS experience.

• Experience in building adaptive insights models.

• Strong capabilities in financial and operational planning.

• Ability to influence stakeholders at all organizational levels, with a focus on collaborating with various business leaders.

• Exceptional communication skills (both written and verbal) with a track record of developing and delivering impactful presentations.

• Proficiency in constructing Excel-based financial models, emphasizing data aggregation and analysis to yield actionable insights.

• Capacity to effectively multitask, thriving in team settings or working independently.

• A four-year university degree in finance, economics, or accounting is required; an MBA is a plus.

• Familiarity with financial systems such as NetSuite, Zuora, Salesforce, etc. is advantageous.

🏝️ Benefits

• Medical, Dental, Vision, Life and Disability Insurance, and Employee Assistance Program (EAP).

• 401(k) plan.

• Talkdesk provides an uncapped paid time off program for exempt employees and an accrual-based program for non-exempt employees, both subject to manager approval and aligned with business needs.

• Talkdesk recognizes 14 paid holidays annually.

• Exempt employees enjoy uncapped paid time off, while non-exempt sick leave adheres to accrual standards, both requiring manager approval and consistent with business needs.