Head of FP&A
Simbe · San Francisco Bay Area · 3 wk ago
HybridFinanceFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements (or Qualifications), maybe Benefits, Pay, Schedule only if present. The posting includes location requirement: "Required San Francisco Bay Area (Hybrid — Burlingame office 2-3x/week required) Must currently reside locally; this is not a remote-eligible role." That's location info, not a section heading. Could be placed in a short for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should have headings for those sections if content exists.
We have About the role: there is a paragraph "Reporting to the COO, Simbe's Director of FP&A will own financial planning..." That's about the role. Also there is "About Simbe" earlier describing company. Could be part of About the role or separate? Probably include under About the role.
Responsibilities: we have a big block under "Responsibilities". Should capture all bullet points.
Requirements/Qualifications: there is "Required Qualifications" and "Preferred Qualifications". We could combine into Requirements section (maybe separate Required and Preferred). The instruction: use
maybe under a generic "Location" but we shouldn't create a heading unless content. The instruction: include a section ONLY when posting has real, specific content for it. So we can include a
for location info maybe under a heading? But heading would be "Location" which is not listed as allowed headings? The allowed headings list includes About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Location not listed, but we could embed location info in a
without heading. Probably best to put location info as a
before sections. We need to preserve all substantive info. Remove boilerplate: cookie/navigation/legal/EEO etc. The posting includes some AI hiring process note and values etc. Those are substantive? The values and culture maybe considered substantive but not required sections; we could include them under About the role? The "About Simbe" paragraph is about company; could be part of About the role? The instruction: use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should have headings for those sections if content exists.
We have About the role: there is a paragraph "Reporting to the COO, Simbe's Director of FP&A will own financial planning..." That's about the role. Also there is "About Simbe" earlier describing company. Could be part of About the role or separate? Probably include under About the role.
Responsibilities: we have a big block under "Responsibilities". Should capture all bullet points.
Requirements/Qualifications: there is "Required Qualifications" and "Preferred Qualifications". We could combine into Requirements section (maybe separate Required and Preferred). The instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we could have both Requirements and Qualifications headings if content. But we might combine Required Qualifications under Requirements and Preferred Qualifications under Qualifications? Or we could have Requirements for required, Qualifications for preferred. Let's do that.
Skills: there is no explicit skills list; but we could extract from qualifications? Might be thin. Better not to create Skills section if no specific content.
Benefits: posting mentions "full range of medical, financial, and/or other benefits" and "total compensation package ... may also include other elements, including equity compensation, in addition to a full range of medical, financial, and/or other benefits." That's benefits info. So we can create Benefits section with that content.
Pay: posting mentions "The base salary offered is based on market location, and may vary further depending on individualized factors..." That's pay info but vague. It says may vary, not specific. The instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. It does state base salary offered is based on market location, may vary... That's still stating something about pay, albeit not specific numbers. Should we include? It says base salary offered is based on market location, may vary further depending on individualized factors... That's still pay info. I'd include a Pay section with that sentence.
Schedule: posting mentions hybrid requirement: Burlingame office 2-3x/week required. That's schedule info. So we can create Schedule section with that.
We must not repeat job title as heading. No job title given explicitly but we can ignore.
We must not put Job ID/requisition numbers as headings.
We must preserve all substantive info; do not invent or summarize away detail. So we need to keep details like scenario analysis, cash forecast, etc.
We need to format lists with - . For responsibilities, we have multiple paragraphs each starting with a bold heading? Actually the responsibilities block includes sentences like "Own the Model, Budget & Cash Own and continuously evolve Simbe's 3-statement financial model; run scenario analysis..." It's a run-on sentence. We need to break into list items? The instruction: Use
- for any list of duties/requirements/benefits. The responsibilities are a list of duties; we can turn each sentence into
- . We need to parse the responsibilities block into distinct duties.
Let's extract responsibilities sentences:
- Own and continuously evolve Simbe's 3-statement financial model; run scenario analysis (pricing, hiring, capex, deployment pace) to guide real business improvement decisions
- Lead the annual budget and quarterly re-forecast cycle across departments; track actuals vs. budget monthly and flag material variances before they become surprises.
- Continuously assess headcount and other incremental investment needs, and build the timely, data-backed business case for the ones that make sense, rather than waiting for the next budget cycle.
- Own the cash forecast. Maintain a rolling short- and long-range cash view, tighten cash monitoring, and shorten the cash collection cycle.
- Build the monthly and quarterly financial reporting package (balance sheet, income statement, cash flow) and own the relevant parts of the Board deck for quarterly meetings.
- Respond to investor and lender reporting requests, manage the day-to-day relationship with financing partners on debt tied to manufacturing and other operations, and support borrowing formula/compliance reporting.
- Support fundraising strategy, preparation, and due-diligence follow-up, with an eye toward the reporting rigor and data discipline an eventual IPO will demand, and keep Simbe's data room current.
- Represent Finance in Simbe's monthly S&OP process; work with S&OP to define and instrument the vital metrics for the business, and own the balanced scorecard that tracks them.
- Drive insights from that data into the business - not just report trends, but push the specific changes in pricing, spend, or operations that move financial results.
- Partner directly with department leaders (Sales, Operations, Manufacturing, Product) to pressure-test their numbers, flag spend trends, and drive cost discipline.
- Own and advance Simbe's use of our FP&A platform - driving adoption, new use cases, and integrations with our broader financial systems — and push AI and automation into forecasting, reporting, and reconciliation work, partnering with the Controller where it touches accounting or tax.
That seems comprehensive.
Now Required Qualifications list:
- 10+ years of progressive finance experience, including FP&A leadership, in a high growth technology company.
- Experience owning a company-wide financial model and running scenario analysis for executive decision-making.
- Experience running Board reporting and supporting fundraising, investor, and/or lender relationships.
- Experience with cash forecasting, cash collection cycle management, and disciplined cash management.
- Detail-oriented, with the ability to zoom out.
- Equally comfortable in the model and in front of management.
- Strong, direct communicator who can partner cross-functionally and with executive leadership.
- Hands-on experience owning an FP&A/planning platform (Planful, Adaptive Insights, Pigment, or Anaplan also relevant).
- Ability to drive adoption and new use cases and efficiency.
Preferred Qualifications list:
- Experience with BI/reporting tools (e.g., Looker, Tableau).
- Experience managing venture debt or banking relationships.
- Experience with Sales & Operations Planning (S&OP) or similar processes connecting an operating plan to a financial plan.
- Experience with hardware, SaaS, subscription, or hardware-as-a-service business models - robotics or connected devices a plus.
- Venture-backed or private-equity-backed company experience.
- Demonstrated experience applying AI tooling to finance, accounting, or tax workflows.
Now About the role: we have paragraph about Simbe and the role. Let's combine:
About Simbe: "Simbe Robotics is a leading retail technology company providing in-store intelligence solutions that help retailers improve inventory availability, shelf execution, pricing accuracy, and operational performance. Our autonomous robots, computer vision systems, and multimodal data platform are transforming how retailers understand and manage their stores. Simbe supports some of the world's largest retailers across a rapidly growing base of enterprise deployments."
The Role: "Reporting to the COO, Simbe's Director of FP&A will own financial planning, forecasting, and the financial story we tell our Board, investors, and lenders. This is a hands-on, high-visibility seat for someone who wants direct ownership of the model and the numbers — operating with startup speed and the rigor of a much larger finance organization. Longer term, this role is about building an IPO-ready FP&A function: planning, reporting, and systems that scale with Simbe rather than needing to be rebuilt later."
We can combine into About the role section.
Benefits: "At Simbe, you will be at the forefront of retail innovation, working with cutting-edge AI and robotics technologies to transform how retailers operate and serve their customers. You will have the opportunity to lead a critical company function during a period of significant enterprise growth and help build the financial infrastructure supporting Simbe's next stage. Our culture is dynamic, inclusive, collaborative, and driven by a passion for creating meaningful value for our customers, employees, partners, and investors. Simbe Values: R.E.T.A.I.L. Result Driven — We are customer-centric and results-driven. We strive to create immense value for our team, partners, customers, and investors. Empathetic — We are sensitive and mindful. We support each other in challenging times, both professionally and personally. Transparent — We highly value open communication internally and with our partners and customers. We are receptive to feedback. Agile — We are agile and always eager to learn. We quickly adapt to changes and customer needs. Innovative — We are bold and innovative, with an intense focus on product design and user experience. Leaders — We strive for excellence. We are accountable, the best at what we do, and leaders in our field. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us. The base salary offered is based on market location, and may vary further depending on individualized factors for job candidates, such as job-related knowledge, skills, experience, and other objective business considerations. Subject to those same considerations, the total compensation package for this position may also include other elements, including equity compensation, in addition to a full range of medical, financial, and/or other benefits. Simbe's approach emphasizes total rewards - base pay, equity, incentives, and benefits - rather than viewing compensation as cash alone. We believe the full package, including ownership through equity and well-being support, is what drives engagement, retention, and alignment with our mission."
We need to separate Benefits from Pay etc. Benefits: mention full range of medical, financial, and/or other benefits, equity compensation, total rewards. Pay: base salary based on market location, may vary.
Schedule: hybrid Burlingame office 2-3x/week required, must reside locally, not remote-eligible.
Location info maybe not needed as separate section; we can include in Schedule.
Now produce HTML fragment:
Required San Francisco Bay Area (Hybrid — Burlingame office 2-3x/week required) Must currently reside locally; this is not a remote-eligible role.
Then sections:
About the role
...combined text...
Responsibilities
- ... each duty ...
Requirements
- ... required qualifications ...
Qualifications
- ... preferred qualifications ...
Benefits
... benefits text
- . For responsibilities, we have multiple paragraphs each starting with a bold heading? Actually the responsibilities block includes sentences like "Own the Model, Budget & Cash Own and continuously evolve Simbe's 3-statement financial model; run scenario analysis..." It's a run-on sentence. We need to break into list items? The instruction: Use
- for any list of duties/requirements/benefits. The responsibilities are a list of duties; we can turn each sentence into
- . We need to parse the responsibilities block into distinct duties.
Let's extract responsibilities sentences:
- Own and continuously evolve Simbe's 3-statement financial model; run scenario analysis (pricing, hiring, capex, deployment pace) to guide real business improvement decisions
- Lead the annual budget and quarterly re-forecast cycle across departments; track actuals vs. budget monthly and flag material variances before they become surprises.
- Continuously assess headcount and other incremental investment needs, and build the timely, data-backed business case for the ones that make sense, rather than waiting for the next budget cycle.
- Own the cash forecast. Maintain a rolling short- and long-range cash view, tighten cash monitoring, and shorten the cash collection cycle.
- Build the monthly and quarterly financial reporting package (balance sheet, income statement, cash flow) and own the relevant parts of the Board deck for quarterly meetings.
- Respond to investor and lender reporting requests, manage the day-to-day relationship with financing partners on debt tied to manufacturing and other operations, and support borrowing formula/compliance reporting.
- Support fundraising strategy, preparation, and due-diligence follow-up, with an eye toward the reporting rigor and data discipline an eventual IPO will demand, and keep Simbe's data room current.
- Represent Finance in Simbe's monthly S&OP process; work with S&OP to define and instrument the vital metrics for the business, and own the balanced scorecard that tracks them.
- Drive insights from that data into the business - not just report trends, but push the specific changes in pricing, spend, or operations that move financial results.
- Partner directly with department leaders (Sales, Operations, Manufacturing, Product) to pressure-test their numbers, flag spend trends, and drive cost discipline.
- Own and advance Simbe's use of our FP&A platform - driving adoption, new use cases, and integrations with our broader financial systems — and push AI and automation into forecasting, reporting, and reconciliation work, partnering with the Controller where it touches accounting or tax.
That seems comprehensive.
Now Required Qualifications list:
- 10+ years of progressive finance experience, including FP&A leadership, in a high growth technology company.
- Experience owning a company-wide financial model and running scenario analysis for executive decision-making.
- Experience running Board reporting and supporting fundraising, investor, and/or lender relationships.
- Experience with cash forecasting, cash collection cycle management, and disciplined cash management.
- Detail-oriented, with the ability to zoom out.
- Equally comfortable in the model and in front of management.
- Strong, direct communicator who can partner cross-functionally and with executive leadership.
- Hands-on experience owning an FP&A/planning platform (Planful, Adaptive Insights, Pigment, or Anaplan also relevant).
- Ability to drive adoption and new use cases and efficiency.
Preferred Qualifications list:
- Experience with BI/reporting tools (e.g., Looker, Tableau).
- Experience managing venture debt or banking relationships.
- Experience with Sales & Operations Planning (S&OP) or similar processes connecting an operating plan to a financial plan.
- Experience with hardware, SaaS, subscription, or hardware-as-a-service business models - robotics or connected devices a plus.
- Venture-backed or private-equity-backed company experience.
- Demonstrated experience applying AI tooling to finance, accounting, or tax workflows.
Now About the role: we have paragraph about Simbe and the role. Let's combine:
About Simbe: "Simbe Robotics is a leading retail technology company providing in-store intelligence solutions that help retailers improve inventory availability, shelf execution, pricing accuracy, and operational performance. Our autonomous robots, computer vision systems, and multimodal data platform are transforming how retailers understand and manage their stores. Simbe supports some of the world's largest retailers across a rapidly growing base of enterprise deployments."
The Role: "Reporting to the COO, Simbe's Director of FP&A will own financial planning, forecasting, and the financial story we tell our Board, investors, and lenders. This is a hands-on, high-visibility seat for someone who wants direct ownership of the model and the numbers — operating with startup speed and the rigor of a much larger finance organization. Longer term, this role is about building an IPO-ready FP&A function: planning, reporting, and systems that scale with Simbe rather than needing to be rebuilt later."
We can combine into About the role section.
Benefits: "At Simbe, you will be at the forefront of retail innovation, working with cutting-edge AI and robotics technologies to transform how retailers operate and serve their customers. You will have the opportunity to lead a critical company function during a period of significant enterprise growth and help build the financial infrastructure supporting Simbe's next stage. Our culture is dynamic, inclusive, collaborative, and driven by a passion for creating meaningful value for our customers, employees, partners, and investors. Simbe Values: R.E.T.A.I.L. Result Driven — We are customer-centric and results-driven. We strive to create immense value for our team, partners, customers, and investors. Empathetic — We are sensitive and mindful. We support each other in challenging times, both professionally and personally. Transparent — We highly value open communication internally and with our partners and customers. We are receptive to feedback. Agile — We are agile and always eager to learn. We quickly adapt to changes and customer needs. Innovative — We are bold and innovative, with an intense focus on product design and user experience. Leaders — We strive for excellence. We are accountable, the best at what we do, and leaders in our field. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us. The base salary offered is based on market location, and may vary further depending on individualized factors for job candidates, such as job-related knowledge, skills, experience, and other objective business considerations. Subject to those same considerations, the total compensation package for this position may also include other elements, including equity compensation, in addition to a full range of medical, financial, and/or other benefits. Simbe's approach emphasizes total rewards - base pay, equity, incentives, and benefits - rather than viewing compensation as cash alone. We believe the full package, including ownership through equity and well-being support, is what drives engagement, retention, and alignment with our mission."
We need to separate Benefits from Pay etc. Benefits: mention full range of medical, financial, and/or other benefits, equity compensation, total rewards. Pay: base salary based on market location, may vary.
Schedule: hybrid Burlingame office 2-3x/week required, must reside locally, not remote-eligible.
Location info maybe not needed as separate section; we can include in Schedule.
Now produce HTML fragment:
Required San Francisco Bay Area (Hybrid — Burlingame office 2-3x/week required) Must currently reside locally; this is not a remote-eligible role.
Then sections:About the role
...combined text...
Responsibilities
- ... each duty ...
Requirements
- ... required qualifications ...
Qualifications
- ... preferred qualifications ...
Benefits
... benefits text