Senior FP&A Manager

📋 Description

• Act as a reliable financial advisor to functional leaders, proactively identifying risks and opportunities with a strategic perspective.

• Oversee cross-functional planning processes that require you to align, challenge, and consolidate input from Sales, Product, Marketing, and Operations.

• Convert complex financial data into clear insights suitable for executive audiences who may not have a finance background.

• Direct all forecasting efforts, including revenue, cash, operating models, and long-term projections.

• Manage the annual budgeting process from start to finish, coordinating contributions across various departments.

• Create and monitor KPIs that link operational activities to financial results.

• Generate ad hoc and ongoing reports for internal teams, executives, and investors.

• Establish scalable and repeatable processes for budgeting, forecasting, and performance analysis.

• Spearhead the FP&A team's adoption of AI technologies, setting the benchmark for AI proficiency within the Finance department and mentoring the FP&A Analyst accordingly.

• Assist in the implementation and administration of EPM/ERP systems as Roo expands.

• Collaborate with Accounting to ensure reporting is accurate and efficient.

• Lead and develop junior FP&A talent and contractors, gradually building team scope and headcount.

⛳️ Requirements

• At least 8 years of progressive FP&A experience in high-growth or startup settings.

• Proven track record as a cross-functional partner and strategic advisor to executive leadership, rather than merely a financial analyst supporting them.

• Practical experience with AI and automation applied to FP&A workflows (essential); must provide specific examples.

• Expertise in advanced financial modeling: including 3-statement modeling, revenue forecasting, cash forecasting, long-range planning, and valuation.

• High proficiency in Google Sheets; experience transitioning from Excel is a plus.

• Familiarity with EPM/ERP systems (e.g., QuickBooks, Netsuite, Adaptive, Aleph).

• Experience with SQL and/or Python is highly desirable.

• Bachelor's degree in Finance, Accounting, or a related field; MBA or CFA is a plus.

• Previous experience managing direct reports is preferred.

🏝️ Benefits

• Rapid growth and learning opportunities.

• Stipends available for home office setup, ongoing education, and monthly wellness initiatives.

• Comprehensive health benefits tailored to your needs, with the base medical plan fully covered and optional premium buy-up plans.

• 401K plan.

• Unlimited Paid Time Off.

• Paid maternity/paternity leave and reproductive care leave.

• Birthday and anniversary gifts.

• Opportunities for domestic travel, including for regional team-building events.