Head of Product Finance

2 weeks ago

San Francisco, United States Apollo.io Full time

As the Head of Product Finance, you will partner cross-functionally with leaders in engineering, product, and design and be responsible for various R&D strategic initiatives related to short and long-term financial planning.

This is a strategic and operational role within a hyper-growth company, with the chance to make a significant impact on the business and work directly with senior management on making key investment decisions. This role will report to the Sr Director, Strategic Finance and is a key role for our organization as we continue to evolve our Strategic Finance function in step with the overall organization.

Responsibilities:

Drive forecasting and annual planning for bookings, operating expenses, headcount, and performance optimization for the R&D organization.

Provide analyses and insights into key metrics to serve as thought partners to R&D leaders in their strategic and operational decision-making.

Share valuable insights on operational and financial metrics as part of monthly and quarterly business reviews.

Provide financial and strategic perspectives on business planning workstreams, including commissions, sales compensation, and pricing/packaging.

Assist with process and systems improvements to drive the company’s continued growth and scaling.

Qualifications:

8+ years of experience in product finance focused role at a SaaS or high-growth technology company. Experience within equity research, private equity, hedge fund, or investment banking is a plus.

Is highly analytical and detail-oriented, with a strong aptitude and enthusiasm for complex problem-solving involving financial modeling and working with large data sets.

Has experience and passion for hyper-growth SaaS and/or enterprise software business models and collaborating with SaaS engineering teams.

Proficient in using SQL to obtain data to support decision-making. Snowflake and Looker experience are a plus.

Has proven experience working cross-functionally and is a thoughtful collaborator and great listener, keenly focused on understanding business challenges, building strong relationships, and driving impact.

Can communicate complex financial concepts with precision and clarity.

Displays a high level of genuine curiosity about our business, exhibits eagerness to learn, and is biased toward action.

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