FP&A Manager

Reachdesk; Boston (MA); Remote; USD 120,000 - 140,000; Full time

Benefits offered by this job

Competitive salary

Stock options

401(k) with employer match

Medical, dental & vision insurance

Flexible PTO

Collaborative culture

Global team

Job summary

Reachdesk is seeking an FP&A Manager to join a modern, data-driven finance function supporting multi-entity SaaS operations across the US, UK, Portugal and Australia.

You will own planning, forecasting, and performance narratives, plus the reporting analytics across NetSuite, Salesforce, and DealHub with automation and AI to enable a lean finance team.

The role emphasizes financial storytelling, data quality, and partnering with stakeholders to drive scalable growth.

Qualifications

• Five or more years in FP&A or related analytical role.
• Advanced financial modeling and Excel/Sheets.
• Hands-on data skills: SQL and BI tools.
• ERP (NetSuite) and CRM data (Salesforce/DealHub) familiarity.
• Experience with automation/AI in finance workflows.
• Clear, concise communication to executives and board.
• Bachelor’s degree in finance, accounting, economics, data, or related field.

Responsibilities

• Plan and analyze across the business and entities.
• Build and maintain consolidated operating model across entities and revenue streams.
• Own annual budget, quarterly reforecasts, and rolling cash/P&L forecasts.
• Run budget vs actual, variance analysis with driver commentary.
• Develop unit economics and margin analysis by revenue stream (gifting wallet, sourcing).
• Produce board, lender, and management reporting narratives.
• Own the Reachdesk Performance Dashboard and the data layer across systems.
• Partner with data owners to specify reporting, data, and integration needs.
• Define data integrity checks to keep forecasts and dashboards reliable.
• Build self-service dashboards and reporting for finance and cross-functional teams.
• Identify automation across forecasting, reporting, and variance workflows.
• Apply AI to accelerate analysis and draft commentary; govern adoption.

Skills

Advanced financial modeling

Excel/Google Sheets

SQL

BI analytics tools

ERP knowledge

CRM data (Salesforce/DealHub)

Automation and AI in finance

Executive communication

Bachelor’s degree in finance/related

Education

Bachelor’s degree in finance/related

Tools

NetSuite

Salesforce

DealHub

Workato

Job description

About Us

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.

United States (Remote)

About Us

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-sized 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.

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www.reachdesk.com/candidate-privacy-policy

US Salary: $120,000 USD - $140,000 USD