Head of FP&A - Santa Clara, CA

Responsibilities

• Own the annual operating plan, quarterly rolling forecast, and long-range financial model — including ARR, hardware deployments, cash flow, and profitability scenarios
• Design and maintain executive scorecards covering ARR, NRR, churn, payback, margin, and headcount efficiency; own the QBR cadence in partnership with CEO's office to track commitments and performance
• Partner with Data team to build AI-assisted, self-serve reporting that puts real-time performance visibility directly in the hands of functional leaders
• Lead monthly and quarterly business reviews with clear variance analysis and recommendations
• Drive continuous improvement to planning tools, processes, and data infrastructure
• Serve as the CFO's operating partner — the connective tissue between planning outputs, performance data, and executive decision-making
• Prepare investor and executive reporting packages including CFO commentary; ensure materials are accurate, well-structured, and decision-ready
• Proactively identify emerging business issues and bring a point of view, not just a finding
• Support headcount, ROI, and investment decisions with rigorous, well-structured analysis; challenge assumptions constructively
• Partner with the Controller to build a close cadence that accelerates the path from close to business insight, reducing manual effort and shortening the monthly and quarterly cycle
• (Preferred) Partner with Sales Ops on pipeline reporting, channel partner economics, and sales productivity metrics
• Support commissions, channel incentives, and incentive compensation review — plan design, attainment, SPIFF structures, and partner program economics

Qualifications

• 8–15 years in FP&A, strategic finance, or financial analysis in enterprise tech, SaaS, infrastructure or cloud
• Proven ownership of a full planning cycle: AOP, quarterly forecast, and executive reporting
• Strong understanding of recurring revenue business models and financial dynamics that drive ARR, NRR, unit economics, and margins — whether from SaaS, managed services, subscription infrastructure, or similar
• Demonstrated experience presenting to and partnering directly with C-level and executive leadership
• Track record as a genuine business partner, influencing cross-functional leaders without formal authority
• Experience building executive KPI frameworks that inform operating decisions, not just summarize history
• Experience with channel or partner-driven go-to-market models — channel economics, partner incentives, and sell-through dynamics
• Proficiency with cloud-based planning tools (Anaplan, Adaptive Insights, Pigment, or equivalent) and ERP/CRM environments (NetSuite, Salesforce preferred)
• Comfort building process and structure in a fast-moving, high-growth environment — staying open, adaptive, and solution-oriented when priorities shift and the path forward is still being defined
• Background in investment banking, equity research, or management consulting — ideally followed by FP&A experience in a services, managed services, or infrastructure business; brings structured thinking, strong written communication, and operational grounding
• Experience operating with the rigor and cadence required at scale — whether from a public company, PE-backed, or late-stage VC environment
• Exposure to ASC 606 in a combined hardware and subscription revenue model
• Experience with commercial finance or sales operations: quota modeling, commissions, pipeline governance
• Background spanning Series B through Series D; comfortable with ambiguity and rapid org evolution
• MBA, CPA, CFA, or equivalent