FP&A Manager

1 month, 1 week ago
Full-time
Senior
Business Intelligence
Reachdesk

Reachdesk

Reachdesk is the world's #1 global corporate gifting platform that enables B2B companies to deliver personalized gifts and direct mail at scale. With a focus on data-driven gifting, Reachdesk helps businesses grow their pipeline, close deals, and enhan...

Media
251-1K
Founded 2018
$6M raised

Description

  • Build and maintain the consolidated operating model across all entities and revenue streams.
  • Own the annual budget, quarterly reforecasts, and rolling cash and P&L forecasts.
  • Run budget-versus-actual and variance analysis with clear commentary on key drivers.
  • Develop unit economics and margin analysis by revenue stream, including gifting wallet and sourcing.
  • Produce board, lender, and management reporting narratives that translate performance into business metrics.
  • Own the company performance dashboard as a single trusted view aligned to reported financials.
  • Own the reporting data layer across NetSuite, Salesforce, DealHub, and analytics tools.
  • Partner with data owners to define finance reporting, data, and integration requirements and protect data quality.
  • Define and monitor data integrity checks to keep forecasts and dashboards reliable.
  • Identify and implement automation and apply AI to improve forecasting, reporting, variance workflows, and analysis.

Requirements

  • 5+ years of experience in FP&A, corporate finance, or a closely related analytical role, ideally in SaaS or a multi-entity business.
  • Advanced financial modeling skills and strong command of Excel or Google Sheets.
  • Hands-on data skills, including SQL and BI or analytics tools, with comfort working across multiple source systems.
  • Working knowledge of an ERP; NetSuite is strongly preferred.
  • Experience with CRM and CPQ data such as Salesforce and DealHub is an advantage.
  • Demonstrated use of automation and AI tools to improve finance or analytics workflows.
  • Clear, concise communication skills and the ability to present to executives and a board.
  • A bachelor’s degree in finance, accounting, economics, data, or a related field.
  • Preferred: experience in a high-growth, multi-entity, or investor-backed business.
  • Preferred: multi-currency consolidation and cross-border operations experience.
  • Preferred: experience with integration tooling such as Workato and modern analytics platforms.
  • Preferred: a finance or analytics certification such as CFA, CMA, or an FP&A or data credential.

Benefits

  • Competitive salary of $120,000–$140,000 USD.
  • Generous stock options.
  • 401(k) with employer match.
  • Medical, dental, and vision insurance.
  • Mental health support and fast access to care.
  • Flexible PTO that increases with tenure, plus extra flexibility for unexpected life events.
  • A collaborative culture with innovative, fun, and ambitious coworkers.

Interested in this position?

Apply directly on the company website

Apply Now

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