FP&A Mgr
Visalytics · Santa Clara, CA · 3 wk ago
Finance$138k–$241k/yrFull-time
Responsibilities
- Lead monthly, quarterly, and annual bookings processes across multiple verticals and geographies
- Partner with Sales, Analytics, Investor Relations and Corporate Strategy teams, to assess risks and opportunities impacting bookings and customer performance
- Deliver actionable reporting insights to senior leadership, while supporting executive OKR’s across the enterprise
- Develop and maintain key performance indicators to measure bookings health, pipeline performance, productivity, and growth trends
- Translate complex datasets into concise business insights that influence strategic decisions
- Support high visibility deliverables and reporting activities, including leadership performance reviews, earnings activities, and Financial Analyst Day
- Partner with cross-functional stakeholders to improve data quality, reporting consistency, and governance standards
- Support implementation and enhancement of financial systems, dashboards, and analytical tools
- Champion automation opportunities within FP&A through Power BI, Snowflake, AI tools, RPA solutions, and scalable reporting processes
Qualifications
- 7+ years experience
- Experience in leveraging or critically thinking about how to integrate AI into work processes, decision‑making, or problem‑solving (using AI‑powered tools, automating workflows, analyzing AI‑driven insights, or exploring AI's potential impact)
- Interest understanding beyond the "what" as to the "why"
- Experience in FP&A, Strategic Finance, Corporate Finance, Sales Finance, Consulting, Investment Banking, or related analytical functions
- Financial modeling and reporting abilities
- Ability to manage multiple priorities in a fast‑paced environment
- Proficiency in working with large datasets and identifying trends / anomalies against expectations
- Expertise with Power BI, Snowflake, SQL, or similar analytical platforms
Pay
Base pay range: $137,700 – $241,000, plus equity (when applicable), variable/incentive compensation. Compensation varies based on qualifications, skill level, competencies, and work location.
Benefits
- Health plans, including flexible spending accounts
- 401(k) Plan with company match
- Employee Stock Purchase Plan (ESPP)
- Matching donations
- Flexible time away plan
- Family leave programs