Head of FP&A

About the role

The Head of FP&A will own and drive the transformation of the finance function at airSlate. This role sits at the center of the company's ambition to build a next-generation finance function that replaces brittle, spreadsheet-heavy workflows with scalable, insight-rich infrastructure anchored in the data warehouse and powered by AI.

Responsibilities

• Set and communicate a clear architectural and operating vision for FP&A, and direct the analysts, data-warehouse resources, and project-management support already in place toward it.
• Manage and develop the existing FP&A team, currently 2-3 members, and evaluate when and how to bring on 1-2 dedicated finance business partners.
• Build a team culture of ownership and proactivity—developing team members into trusted partners for their counterparts across the business.
• Establish the team's operating norms: intellectually curious, systems-oriented, bias toward action, and deeply collaborative with the business.
• Lead the end-to-end reimagination of FP&A workflows, migrating historical data out of spreadsheets and into the data warehouse, starting with revenue/sales analysis data.
• Define and implement a scalable planning architecture—retaining spreadsheets for scenario/planning work, while offloading historical data and recurring reporting to automated, DWH-native pipelines.
• Champion AI and modern tooling (including Claude) to automate routine management and board reporting, surface anomalies, and accelerate insight generation—not as a side project, but as core infrastructure.
• Build real-time, self-service budget visibility for GMs and department heads—giving business leaders direct access to their financial position without Finance as an intermediary.
• Own all revenue planning: ARR, NRR, CAC, LTV, and product-level P&L across six products.
• Drive a more granular, dynamic headcount planning process—moving from static annual models to rolling, scenario-aware workforce plans.
• Partner with Product GMs to build product-level dashboards and financial transparency, enabling them to own their P&Ls with confidence.
• Lead the annual budget cycle (target: late September / October kickoff) and quarterly re-forecasting process.
• Serve as the primary financial partner to GMs and key department heads—co-designing, planning, and resource allocation decisions.
• Build the dashboards, KPIs, and self-service reporting infrastructure that lets business leaders access financial insight without relying on Finance as a bottleneck.
• Support the CFO on board materials, investor reporting, capital allocation, and ad hoc strategic analyses.

Qualifications

• 7–12+ years of progressive finance experience, including meaningful FP&A leadership in a SaaS or recurring-revenue environment, ideally with B2C experience.
• Demonstrated track record of process transformation—improving existing workflows, but redesigning them from first principles.
• Strong command of SaaS unit economics: ARR, NRR, CAC/LTV, gross margin, Rule of 40, and product-level P&L.
• Comfort operating in environments with imperfect data—knowing how to make progress and build confidence in numbers even before the data infrastructure is pristine.
• Hands-on experience building or modernizing financial platforms and workflows with AI/LLM tools (e.g., Claude, ChatGPT)—or, absent that direct experience, a demonstrated appetite to learn quickly and experiment with purpose.
• Excellent cross-functional communication—able to translate financial complexity for GMs, engineers, and the board alike.
• Experience with data warehouse environments (Snowflake, BigQuery, or equivalent); SQL proficiency is a strong plus.
• Genuine wish to build and lead a team.

Preferred Background

• Background in investment banking, consulting, or PE/VC-backed SaaS—comfort with high-ownership, high-expectation environments.
• Experience evaluating or implementing FP&A platforms (Adaptive, Planful, Pigment, Mosaic, Anaplan, etc.) with a pragmatic view on build vs. buy vs. simplify.
• Familiarity with BI/visualization tools (Looker, Tableau, Metabase, Quicksight) and experience building executive-facing dashboards.
• Experience managing or mentoring analysts and building team culture in a lean finance org.
• Exposure to multi-product SaaS businesses and product-level P&L management.

Nice to Have

• Experience with NetSuite (ERP) and Salesforce (CRM).
• Familiarity with ASC 606 revenue recognition.
• MBA, CFA, or CPA—valued but not required if experience is strong.

What We Offer

• Flexible working environment
• Competitive compensation and stock options
• Professional growth and learning
• Health and well-being
• Family-friendly culture
• Giving back
• Open communication