Strategic Finance FP&A Manager

2 months ago

San Francisco, United States A Growing, Well Funded Tech Company Full time

Manager, Strategic Finance/FP&A


Our client, a thriving AI/robotics company in the tech sector, is growing their Finance function and is looking to recruit a skilled and savvy finance professional to work with the VP, Finance and C-Suite to create a best-in-class finance function. This individual will drive the Company’s modeling, rolling forecast, Board materials/messaging, 3-year plan, cash flow forecasting, budgeting and management reporting functions. The role will require business partnership throughout the company (C-Suite to regional managers) so it will have exceptional visibility.


Position Summary


The individual in this role will be responsible for analyzing, explaining, modeling and reporting. The function will play an immediate and instrumental role in supporting the Company’s growth through providing business insights and be a key business partner to Company leadership. The individual will drive company-wide financial performance initiatives and will be responsible for enabling informed decisions and effectively communicating key financial information.


The Manager must have a strong understanding of financial concepts, three statement modeling, competitive analysis, and be intellectually curious and rigorous. They will bring insightful, strategic thinking to the table and act as a thought partner to the VP, Finance, as well as functions such as Supply Chain, Delivery/Production and Accounting.


Experience in the technology manufacturing industry (such as robotics, semiconductors or hardware manufacturing) is a requirement. The successful candidate must be able to build exceptionally strong relationships with members of the executive management team and key leadership throughout the Company.


This is a fantastic opportunity for an energetic, motivated and organized team player to drive value at a growing, pre-IPO robotics technology company.


· Update and run a three-statement operating model that management can rely on

· Participate in financial planning and run operations on a monthly and quarterly cadence

· Ensure the validity of budgets and forecasts through thoughtful oversight of internal and external financial forecasts, budgets, etc

· Own P&Ls, classifications and attributions so that management reporting is accurate

· Serve as key business partner and contributor to the development and analysis of growth strategies

· Partnering with key stakeholders to develop, measure and monitor our key business metrics and connecting those metrics to our financial management processes

· Providing critical input to the VP, Finance and other members of senior management regarding the financial performance of the Company, including recommendations for action and collaboratively developing operating policies and procedures to enable the attainment of corporate and business objectives

· Oversight of financial planning tools and technology, including driving the implementation and enhancement of such tools and technology in partnership with our systems team and other members of the finance and accounting teams

· Preparing executive presentations, including financial results and comprehensive business analyses and recommendations for senior management


Candidate Requirements


· A Business-oriented undergraduate degree with an emphasis in Finance, Economics or Accounting

· An MBA and/or CFA is a nice-to-have

· 5+ years of progressive growth in financial management roles in high growth companies or with a foundational firm like investment banking, transaction services, private equity, equity research or consulting

· High-tech manufacturing industry experience is much preferred

· Core competencies in financial planning, financial & economic modeling and analysis, and capital planning (or a strong understanding of these concepts, if coming out of a foundational experience)

· Experience using an enterprise-wide accounting (NetSuite) and planning tool is a plus

· Strong communication skills, both presentational and informal

· Well-rounded leadership and management background, including extensive financial planning experience as well as solid track record in related areas such as financial reporting, financial analysis and strategic planning – if not coming directly out of a foundational experience

  • Strategic Finance FP&A Manager

    3 weeks ago

    San Francisco, United States A Growing, Well Funded Tech Company Full time

    Manager, Strategic Finance/FP&A Our client, a thriving AI/robotics company in the tech sector, is growing their Finance function and is looking to recruit a skilled and savvy finance professional to work with the VP, Finance and C-Suite to create a best-in-class finance function. This individual will drive the Company’s modeling, rolling forecast, Board...

  • Strategic Finance FP&A Manager

    1 month ago

    san francisco, United States A Growing, Well Funded Tech Company Full time

    Manager, Strategic Finance/FP&AOur client, a thriving AI/robotics company in the tech sector, is growing their Finance function and is looking to recruit a skilled and savvy finance professional to work with the VP, Finance and C-Suite to create a best-in-class finance function. This individual will drive the Company’s modeling, rolling forecast, Board...

  • Strategic Finance Associate

    1 day ago

    San Francisco, United States Social Finance (SoFi) Full time

    Employee Applicant Privacy NoticeWho we are:Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The...

  • Senior Finance Manager, Sales FP&A

    3 weeks ago

    San Francisco, United States Manaventures Full time

    Our flagship office is in Sydney, Australia, but we've made our way from down under, to a hub in San Francisco, which is now home to our US operations.About the GTM FP&A TeamOur Go-To-Market (GTM) FP&A team collaborates with our world-class Sales, Marketing and International teams to supercharge our growth motions to help Canva become one of the most...

  • Senior Finance Manager, Sales FP&A

    4 weeks ago

    San Francisco, United States Canva Full time

    Company DescriptionJob DescriptionWhere and how you can work Our flagship office is in Sydney, Australia, but we've made our way from down under, to a hub in San Francisco, which is now home to our US operations. About the GTM FP&A Team Our Go-To-Market (GTM) FP&A team collaborates with our world-class Sales, Marketing and International teams to supercharge...

  • Senior Finance Manager, Sales FP&A

    3 weeks ago

    San Francisco, United States Canva Full time

    Company DescriptionJob DescriptionWhere and how you can work Our flagship office is in Sydney, Australia, but we've made our way from down under, to a hub in San Francisco, which is now home to our US operations. About the GTM FP&A Team Our Go-To-Market (GTM) FP&A team collaborates with our world-class Sales, Marketing and International teams to supercharge...

  • Senior Finance Manager, Sales FP&A

    4 weeks ago

    San Francisco, California, United States Canva Full time

    About the RoleAs the Senior Finance Manager, Sales FP&A, you will play a pivotal role in shaping the financial strategy for our Enterprise SaaS offerings and contribute to high-impact decisions alongside senior leadership.Key ResponsibilitiesPartner with Sales & Success Leaders: Serve as the key financial business partner to sales, helping to develop and...

  • Strategic Finance Leader

    1 month ago

    San Francisco, California, United States Beacon Full time

    About the RoleWe are seeking a highly skilled Head of Finance to join our leadership team at Beacons. As a strategic thought partner to the CEO, you will drive sound business decisions and ensure execution of long and short-term financial goals.Key Responsibilities- Manage our accounting and finance functions, including revenue recognition, accounts...

  • Finance Manager

    1 month ago

    San Francisco, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are looking to bring on board a Finance Manager in San Francisco, California. The role involves strategic financial planning, budgeting and forecasting. The Finance Manager will be part of a team that values the application of strong Excel skills and familiarity with mid-market ERP such as NetSuite, Adaptive Insights, and...

  • Strategic Finance Leader

    1 month ago

    San Francisco, California, United States TBWA\Chiat\Day Full time

    Job DescriptionWe are seeking a highly skilled and experienced Strategic Finance Leader to join our team as the Head of Financial Planning and Analysis. This is a critical role that will play a key part in driving our business forward and ensuring we scale efficiently and sustainably.Key Responsibilities:Own the annual budget process, quarterly forecasts,...

  • Strategic Finance Lead

    6 days ago

    San Francisco, United States Speak Full time

    About usOur mission is to reinvent the way people learn, starting with language. We begin by teaching the next billion people English, Spanish, and French.English is the global language of business, culture, and communication, and over 1.5 billion people around the world are actively trying to learn right now. Others dream of communicating with the...

  • Strategic Finance, Infrastructure

    4 weeks ago

    San Francisco, United States OpenAI Full time

    About the Team The Strategic Finance team provides financial insights and guidance to support the organization's long-term goals and strategies. We partner across the business to allocate and deploy our resources for the highest impact outcomes. About the Role Compute is a key lever for OpenAI and AI progress. This hire will manage investments in compute...

  • Strategic Finance, Compute

    3 weeks ago

    San Francisco, United States OpenAI Full time

    About the Team The Strategic Finance team provides financial insights and guidance to support the organization's long-term goals and strategies. We partner across the business to allocate and deploy our resources for the highest impact outcomes. About the Role Compute is a key lever for OpenAI and AI progress. This hire will manage investments in compute...

  • Strategic Finance and Planning Leader

    2 weeks ago

    San Francisco, California, United States Anthropic Limited Full time

    About the Role:We are seeking a highly analytical and detail-oriented professional to drive impactful financial planning projects and processes at Anthropic Limited. In this role, you will optimize financial decision-making across the company by developing insightful reporting and contributing to data-driven decision making across the organization.Key...

  • Senior Finance Business Partner, FP&A-AEC

    1 month ago

    San Francisco, California, United States Autodesk Full time

    Position OverviewAutodesk is seeking a Senior Finance Business Partner to join our FP&A-AEC team. As a trusted financial advisor, you will partner with the VP of Building and Infrastructure Design (BID) and their leadership team to drive strategic outcomes. Your expertise will guide investments, portfolio analysis, and technology decision support, ensuring...

  • Senior Finance Manager, Corporate FP&A Revenue

    1 week ago

    san francisco, United States Visa Full time

    Company DescriptionVisa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure...

  • Strategic FP&A Finance Manager

    2 weeks ago

    san jose, United States Universal Robots Full time

    Our Purpose TERADYNE, where experience meets innovation and driving excellence in every connection. We are fueled by creativity and diversity of thought and in our workforce. Our employees are challenged to innovate and learn something new every day. We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and...

  • Finance Manager, Sales Operations

    4 weeks ago

    San Francisco, California, United States Okta, Inc. Full time

    About the Role:We are seeking a highly motivated and experienced Finance Manager to join our team at Okta, Inc. as a strategic financial partner for growth. This role will be a key player in driving and effectively scaling our rapid growth.The ideal candidate will be a confident business partner, capable of driving action cross-functionally, analytical, and...

  • Senior Finance Manager, Corporate FP&A Revenue

    2 days ago

    San Francisco, United States Visa Full time

    Company DescriptionVisa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure...

  • FP&A Analyst

    6 days ago

    San Francisco, United States The Nylas Api Full time

    Eligibility to Apply Nylas operates as a virtually distributed organization, embracing remote work as part of our core identity. We encourage applicants who are permanent residents in any of the following cities to apply: San Francisco (Bay Area), Greater Seattle Area, New York City Metropolitan Area. The Company At Nylas, we specialize in making it easier...