Finance Business Partner

Swiftly, Inc.; San Francisco (CA); Hybrid; USD 104,000 - 170,000; Full time

Benefits offered by this job

Competitive salary

Equity compensation for every employee

Medical, Dental and Vision

Retirement with Employer Match

FSA

Home office setup reimbursement

Monthly cell/internet reimbursement

Be Well stipend

Flexible PTO with a recommended min

Flexible work environment

16 paid holidays

12 weeks paid parental leave

Job summary

Swiftly is seeking a Finance Business Partner to own budget-to-actual reconciliation and expense forecasting across the company — and to build and manage the AI-driven reporting engine Swiftly's executives rely on.

This high-visibility role partners with department leaders and reports to the Sr. Director of Business Operations, shaping forecasting, commissions, and board-ready packets with a focus on accuracy and speed.

Qualifications

• 4–6 years of FP&A, strategic finance, or finance business partnering experience.
• Experience owning a budget-to-actual cycle across multiple departments.
• Hands-on experience using AI tools in your own work and rebuilding manual processes.
• Proven ability to partner with senior, non-finance stakeholders and explain numbers clearly.

Responsibilities

• Own budget-to-actual reconciliation and department expense forecasting.
• Build and own the AI-powered reporting processes and recurring packets.
• Own the commissions calculation and payout cycle.
• Translate financial results into plain language for leaders to aid decision making.
• Collaborate with executives and department leaders across Swiftly to improve forecasting and spend management.

Skills

FP&A

Strategic finance

Finance partnering

Board reporting

Tools

Excel

ERP systems

NetSuite

Sage

Job description

Company Description

Swiftly is on a mission to help cities move more efficiently. We are the leading transit data platform for agencies to share real-time passenger information, manage day-to-day operations, and improve service performance. Today, over 200 transit agencies in 12 countries – including LA Metro, MARTA, SEPTA, and MBTA – rely on Swiftly to improve on-time performance by up to 40% and increase passenger information accuracy by up to 50%. The result is better service reliability, increased ridership, and more efficient transit operations.

Even though Swiftly's HQ office is located in San Francisco, CA, we are open to candidates in most locations across the U.S. as well as Ontario and British Columbia, Canada. At this time we are unable to provide Visa sponsorship.

Business Operations at Swiftly

Our Business Operations team improves efficiency, predictability, and visibility across the organization by leveraging data, automating processes, and fostering cross-functional collaboration. We sit at the center of Swiftly's commercial engine, owning go-to-market planning, revenue operations, quote-to-cash, proposals, and the reporting leadership uses to steer the business. Business Operations reports to the CFO and partners closely with Accounting.

Swiftly is looking for a Finance Business Partner to own budget-to-actual reporting and expense forecasting across the company — and to build and manage the AI-driven reporting engine that Swiftly's executives and board run on.

This is a high-visibility role for someone who wants to own an entire finance cycle rather than a slice of one. You'll be the single person who can see across every department's budget — the person any executive can come to with a question about their spend and get a clear answer. And you won't just produce the weekly Executive Leadership Team dashboard, the monthly business review, and the quarterly board packet — you'll design and own the AI-powered processes that generate them, turning work that stays stubbornly manual at most companies into something faster, more accurate, and repeatable.

About the Role

As Finance Business Partner, you will own budget-to-actual reconciliation and expense forecasting for every department at Swiftly, and you'll be the finance partner each department leader works with month over month. Swiftly is shifting budget ownership to the executives and department heads who spend the money, and this role is the liaison who makes that shift work — giving leaders the numbers, the context, and the confidence to manage their own budgets.

You'll also own Swiftly's reporting engine end to end. Swiftly is investing company-wide in AI-assisted workflows — we build on Claude — and this role carries that mandate for financial and business reporting. You'll build, own, and continuously improve the AI processes behind our recurring packets, and share what you learn with the teams looking to do the same.

Rounding out the role, you'll own the commissions calculation and payout cycle.

You’ll report to the Sr. Director of Business Operations, partner daily with the Financial Controller and the Revenue Operations team, and work directly with every member of Swiftly's executive team.

This is an individual contributor role with company-wide scope. If you've owned a piece of this work at a larger company and want the whole cycle — plus a direct line to the executives who act on it and a real mandate to rebuild how it runs — this is that step up.

What you’ll do

Budget Partnering

• Own budget-to-actual reconciliation across every department, and be the person any executive or department head can come to with a budget question and get a clear, timely answer

• Meet monthly with each department leader to review spend against budget, explain variances, and flag risks before they become surprises

• Support the company's shift to department-owned budgets by building the cadence, tooling, and shared financial literacy that make self-service real

• Partner with the Financial Controller and Sr. Director of Business Operations on the annual budget build and quarterly planning cycles

• Translate financial results into plain language for leaders who don't work in finance, and help them make trade‑off decisions with confidence

AI‑Driven Reporting

• Build and own the AI-powered processes behind Swiftly's recurring reporting — from data assembly and reconciliation through variance commentary and the finished packet

• Treat the reporting engine as a product: version it, document it, improve it every cycle, and make it durable enough that it doesn't depend on any one person being online

• Establish the standards, guardrails, and review steps that make AI-generated financial reporting trustworthy, with every number traceable to its source

• Decide deliberately which parts of the reporting cycle should be automated and which require human judgment, rather than letting that line be set by default

• Own the tooling that supports financial planning, consolidation, and reporting, and help shape that stack as it evolves

• Serve as Swiftly's internal proof point for AI‑assisted finance work — sharing what you build with Accounting, Revenue Operations, and other teams looking to do the same

Reporting Packets

• Own the production of Swiftly's recurring reporting packets end to end: the weekly Executive Leadership Team dashboard, the monthly business review, and the quarterly board packet

• Be accountable for the deliverable itself — accuracy, narrative, and on‑time delivery — not just the inputs

• Source go‑to‑market data from Revenue Operations and close data from Accounting, and reconcile the two so the company works from one set of numbers

• Support investor reporting cycles alongside the board packet

Forecasting

• Own the departmental expense and operating forecast, including headcount‑driven costs, vendor commitments, and the timing of planned spend

• Maintain a rolling view of company operating expense, reconciled to the general ledger

• Model scenarios for executive decisions — hiring trade‑offs, vendor commitments, program investment — and bring a recommendation, not just the numbers

• Improve forecast accuracy over time by tracking where estimates diverged from actuals, and why

Commissions

• Own the commissions calculation and payout cycle, ensuring accurate and on‑time processing in partnership with Accounting and Payroll

• Serve as the first point of contact for commission questions and disputes, resolving them quickly and transparently

• Partner with Business Operations on plan mechanics, and flag where plan design creates calculation ambiguity

What will set you up for success

• 4-6 years of experience in FP&A, strategic finance, or finance business partnering — ideally in B2B SaaS

• Experience owning a budget-to-actual cycle across multiple departments or business units, from close through variance explanation

• Hands‑on experience using AI tools in your own work, and a real appetite for rebuilding a manual process rather than living with it

• Proven ability to partner directly with senior, non‑finance stakeholders — you can walk a VP through their numbers and leave them clearer than when you started

• Strong expense and headcount forecasting skills, and comfort building models that hold up under executive scrutiny

• Experience producing board‑oriented reporting packets where you owned the final deliverable

• Excellent financial modeling skills in Excel or Google Sheets, plus fluency in an ERP (QuickBooks, NetSuite, Sage, or similar) and a financial planning or consolidation tool

• Exceptional attention to detail, paired with the judgment to know which details matter to which audience

• Ability to take an ambiguous request and turn it into a clear answer with minimal direction

• Experience building and owning a production AI‑assisted reporting process — something colleagues actually depended on — is a strong plus

• Commissions or sales compensation administration experience is a plus

Pay Range

In accordance with pay transparency laws, please see the approximate salary ranges below. These ranges represent the anticipated low and high end of the salary and any on‑target earnings (if applicable) for this position.

Actual salaries will vary and are based on a multitude of non‑discriminatory factors including final role leveling decisions, a candidate’s relevant work experiences/skills, and geographic location. Salary is one component of Swiftly’s total compensation package, which also includes stock options, competitive benefits, 401(k)/ RRSP matching, a fantastic team and culture, opportunity to have a huge impact, emphasis on professional growth and holistic wellness, and other perks.

US Salary Range: $104,000 - $170,000

Beyond the Skills

We are looking for candidates who are passionate about mobility, sustainability, or mission‑oriented projects that have a significant real‑world impact. Ideal candidates encompass the core values of our company:

Team. Together, we are more effective and better supported

Impact. Drive impact for our customers, our company, and all of our teams

Diversity. See differing perspectives as ways to address our weaknesses and find new strengths

Communication. Assume others internally and externally have good intentions

Feedback. We share feedback because we want each other to grow professionally and personally

Growth. Foster personal, professional, and company growth

Benefits

• Competitive salary

• Equity compensation for every employee

• Medical, Dental and Vision

• Retirement with Employer Match

• Flexible Spending Account (FSA)

• Home office setup reimbursement

• Monthly cell/internet reimbursement

• Monthly "Be Well" stipend

• Flexible PTO with a recommended minimum

• Flexible work environment

• 16 paid holidays, including holidays in months without US national holidays

• 12 fully paid weeks of leave for child birth/adoption

Travel note: Swiftly employees can generally expect to travel 1–2 times a year for in‑person company or team offsites. As a fully distributed company, we consider these offsites important for cultivating strong relationships across our teams! Attending these in‑person is expected and encouraged, although we understand everyone has different personal circumstances and we will consider requests for exceptions. Customer‑facing team members and other specific roles may be expected to travel more frequently.

We are an equal opportunity employer - we are committed to a workplace that is as dynamic, diverse, and passionate as the communities we serve.

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