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Lead Financial Planning

2 months ago

San Francisco, California, United States Weights & Biases Full time

About Weights & Biases: At Weights & Biases, we are dedicated to creating the finest tools for AI developers. Our company was established with the understanding that while there are outstanding tools available for developers to enhance their coding, there were no equally exceptional tools to assist machine learning practitioners in refining their models. Beginning with our initial experiment tracking product, we have broadened our offerings into a complete AI developer platform for organizations aiming to develop their own deep learning models and generative AI applications.

Company Overview: Weights & Biases is a Series C enterprise with $250M in funding and a workforce exceeding 200 employees. We proudly support over 1,000 clients, including more than 30 foundational model developers such as OpenAI, NVIDIA, Microsoft, and Toyota.

Position Overview: Reporting directly to the CFO, the Senior Manager will play a crucial role in delivering top-tier financial forecasting, planning, and reporting for the Go-to-Market organizations, which include Sales, Pre-and Post Sales, Business Development, and Professional Services. This role involves evaluating and determining the overall strategy for investments, headcount planning, targets, and compensation. The Senior Manager will collaborate with senior executives to forecast, plan, and analyze business activities while modeling key investments and their expected returns.

Key Responsibilities:

  • Strategic Business Partnership: Immerse yourself within the Sales and broader Revenue organizations to build trust and quickly grasp the business dynamics, economics, and metrics.
  • Financial Modeling: Develop comprehensive models to analyze trends, key business drivers, and financial outcomes to prioritize and plan investment decisions in collaboration with senior management.
  • Marketing Spend Analysis: Provide insights on the optimal allocation of marketing expenditures across various categories, and create models to assess the profitability of sales channels, geographies, and products.
  • Headcount and Compensation Planning: Assist in planning and managing headcount and compensation, including quarterly and annual target setting.
  • Ad-hoc Analysis: Conduct special projects and perform ad-hoc analyses to support business decisions and strategic initiatives.

Financial Planning and Analysis:

  • Oversee the preparation of budgets and forecasts, month-end reporting, and operational management reporting.
  • Prepare a monthly dashboard detailing operating results, trends, and metrics for the executive team.
  • Focus on identifying sources of variability, understanding their causes, and implementing data-driven improvements in forecasting.
  • Coordinate with FP&A team members to prepare a consolidated go-to-market report, annual plans, and quarterly re-plans.

Data Management and Process Enhancement:

  • Identify additional data requirements and assist in streamlining systems and data collection processes to support a robust forecasting and planning framework.
  • Collaborate with Accounting to ensure accurate and timely financial reporting during the monthly and quarterly cycles.

Team Leadership:

  • Work closely with the Senior Manager of Marketing FP&A to provide comprehensive support to the entire Go-to-Market leadership team.
  • Offer guidance and constructive feedback to fellow FP&A team members.
  • Manage an Associate within the team, focusing on coaching, development, and performance management.

Qualifications:

  • A minimum of 4 years of experience post-MBA or 6 years without an MBA in relevant financial reporting or analysis, demonstrating a successful track record in progressively responsible roles.
  • Prior experience in go-to-market FP&A, particularly within Sales, Customer Success, or Professional Services at an enterprise SaaS startup or private equity-backed company is essential. Experience in investment banking is preferred.
  • Exceptional financial modeling skills and a proven ability to lead and manage complex quantitative analyses.
  • Strong communication and presentation skills, with experience in crafting and delivering impactful presentations to senior management.
  • Able to thrive in a fast-paced, demanding environment, managing multiple tasks and adapting to shifting priorities.

Compensation: The US base pay for this position ranges from $152,000 to $210,000 annually, depending on geographic market and individual qualifications. Weights & Biases is committed to offering competitive salary, equity, and benefits packages for all full-time employees.

Diversity and Inclusion: We encourage applications from individuals with diverse backgrounds and experiences. We are an equal opportunity employer and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Remote Work: This position is remote.