FP&A Manager

Reachdesk Ltd; Boston (MA); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Competitive salary with stock options

401(k) with employer match

Medical, dental & vision insurance

Flexible PTO

Job summary

Reachdesk is a multi-entity SaaS gifting marketplace operating across the US, UK, Portugal, and Australia, with three revenue streams and physical goods moving across borders. We are professionalizing the finance function and investing in the people, systems, and reporting that let the business scale with confidence.

This is a modern, data‑driven FP&A seat. Alongside owning planning, forecasting, and the performance narrative, you will own the reporting and analytics that finance runs on and use

Qualifications

• 5+ years in FP&A, corporate finance, or a closely related analytical role.
• Advanced financial modeling and a strong command of Excel or Google Sheets.
• Hands-on data skills: SQL and BI or analytics tools; multi-system experience.
• Experience with NetSuite; Salesforce and DealHub knowledge is a plus.
• Demonstrated use of automation and AI to improve finance workflows.
• Clear, concise communication; ability to present to executives and a board.
• Bachelor’s degree in finance, accounting, economics, data, or related field.

Responsibilities

• Planning and analysis across the business and revenue streams.
• Build and maintain the consolidated operating model for all entities.
• Own the annual budget, quarterly reforecasts, and rolling forecasts.
• Perform variance analysis with clear driver commentary.
• Develop unit economics and margin analysis by revenue stream.
• Produce board, lender, and management reporting narratives.
• Own the reporting data layer spanning NetSuite, Salesforce, DealHub, and analytics tools.
• Define finance data requirements and ensure data quality.
• Build self-service dashboards for finance and stakeholders.
• Identify and implement automation across forecasting and reporting.
• Apply AI to accelerate analysis and draft first-pass commentary.
• Champion controlled adoption of AI with governance.

Skills

Financial modeling

Excel/Sheets

Data analysis

Executive communication

Executive presentation

Education

Bachelor’s degree in finance or related field

Tools

NetSuite

Salesforce

DealHub

SQL

BI tools

Workato

Job description

Reachdesk is the first truly end-to-end SaaS global gifting and swag platform, helping B2B companies create meaningful connections with prospects, customers, and employees: while driving measurable ROI.

We believe gifting is more than just a transaction: it’s about building genuine human connections that fuel business growth. Whether you’re engaging prospects, celebrating customers, or recognizing employees, our platform makes it easy to deliver personalized gifts, branded swag, and unforgettable event & brand experiences at scale through automated sourcing, storage, and global delivery.

Trusted by many of the most recognized names in technology and SaaS, Reachdesk integrates effortlessly with your marketing, sales, and HRIS tech stack and is powered by a world-class team with hubs in New York, London, and Lisbon.

We’re growing and looking for an FP&A Manager to join us.

About the Role

Reachdesk is a multi-entity SaaS gifting marketplace operating across the US, UK, Portugal, and Australia, with three revenue streams and physical goods moving across borders. We are professionalizing the finance function and investing in the people, systems, and reporting that let the business scale with confidence.

This is a modern, data-driven FP&A seat. Alongside owning planning, forecasting, and the performance narrative, you will own the reporting and analytics that finance runs on and use automation and AI to do more with a lean team. If you enjoy combining financial storytelling with hands‑on work in data and tools, this role is built for you.

Responsibilities

• Planning and analysis
• Build and maintain the consolidated operating model across all entities and revenue streams.
• Own the annual budget, quarterly reforecasts, and rolling cash and P&L forecasts.
• Run budget-versus-actual and variance analysis, with clear commentary on drivers.
• Develop unit economics and margin analysis by revenue stream, including gifting wallet and sourcing.
• Produce the board, lender, and management reporting narrative, translating results into the metrics that matter to the business.
• Data and analytics
• Own the Reachdesk Performance Dashboard as the single, trusted view of company performance, keeping it accurate, current, and aligned to reported financials.
• Own the reporting data layer that spans NetSuite, Salesforce, DealHub, and analytics tooling, so management reporting runs off one reconciled source of truth.
• Partner with data owners across the business to specify finance’s reporting, data, and integration requirements and to protect data quality.
• Define and monitor the data integrity checks that keep forecasts and dashboards reliable as volumes scale.
• Build and maintain self‑service dashboards and reporting for finance and cross‑functional stakeholders.
• Automation and AI
• Identify and implement automation across forecasting, reporting, and variance workflows to reduce manual effort.
• Apply AI tools to accelerate analysis, surface anomalies, and draft first-pass commentary.
• Champion practical, controlled adoption of AI and automation within finance, with appropriate review and governance.

About You

• Five or more years in FP&A, corporate finance, or a closely related analytical role, ideally in SaaS or a multi‑entity business.
• Advanced financial modeling and a strong command of Excel or Google Sheets.
• Hands‑on data skills: SQL and BI or analytics tools, and comfort working across multiple source systems.
• Working knowledge of an ERP, NetSuite strongly preferred; CRM and CPQ data (Salesforce, DealHub) an advantage.
• Demonstrated use of automation and AI tools to improve finance or analytics workflows.
• Clear, concise communication and the ability to present to executives and a board.
• A bachelor’s degree in finance, accounting, economics, data, or a related field.

Preferred Qualifications

• Experience in a high‑growth, multi‑entity, or investor‑backed business.
• Multi‑currency consolidation and cross‑border operations.
• Integration tooling (for example Workato) and modern analytics platforms.
• A finance or analytics certification (for example CFA, CMA, or an FP&A or data credential).

The Benefits

• Competitive salary with generous stock options
• 401(k) with employer match
• Medical, dental & vision insurance, including mental health support and fast access to care
• Flexible PTO that increases the longer you’re with us, plus extra flexibility for life’s unexpected moments
• A genuinely collaborative culture with innovative, fun, and ambitious people
• Compensation is based on standardised salary ranges by role, level, and location, benchmarked against similar‑size companies. Final offers are determined by a combination of experience, skills, and role fit, and may vary from the listed range.

Reachdesk believes that a diverse team helps us achieve our mission faster, and so we welcome applicants from all backgrounds.