FP&A Manager, Product & Engineering

Freshworks; California (MO); On-site; USD 150,000 - 190,000; Full time

Benefits offered by this job

Dental insurance

Medical insurance

Vision insurance

Disability insurance

Life insurance

Equity + ESPP

Flexible PTO

Flexible spending

Commuter benefits

Wellness benefits

Adoption leave

Parental leave

Job summary

Freshworks in San Mateo, CA is seeking a strategic FP&A Manager to partner with Product & Engineering, translating roadmaps into financial outcomes and guiding resource allocations.

You will own budgeting, forecasting, and performance management, building financial models and dashboards to inform the executive team. This hybrid role requires 5-8 years in SaaS FP&A, advanced Excel/Sheets, and strong communication; base salary $150,000-$190,000 with a target bonus.

Qualifications

• 5–8 years FP&A or Strategic Finance experience in SaaS.
• Self-starter, able to manage multiple priorities in a fast-paced environment.
• Ability to translate data into actionable recommendations for executives.
• Proven track record of influencing decisions with financial insights.
• Experience with NetSuite or Adaptive Planning is preferred.

Responsibilities

• Partner with Product and Engineering leadership, providing critical financial guidance that influences product roadmap prioritization.
• Lead the annual planning, monthly forecasting, and long-range planning cycles for the R&D organization, connecting operational metrics to corporate financial plans.
• Set up and manage cost dashboards, leveraging native tools (AWS Cost Explorer, Google Cloud Billing) and third-party platforms to provide transparency to leadership and engineering teams.
• Develop and distribute comprehensive financial packages, highlighting budget variances, project-level spend, and key operational trends to identify areas of risk and opportunity.
• Analyze and track key performance indicators specific to SaaS product health.
• Build data-driven scenario models and business cases evaluating the financial impact of pricing & packaging changes and new product introductions.
• Partner closely with Accounting during the monthly close to ensure accurate accruals and deliver meaningful variance analysis on discretionary engineering spend.
• Draft clear financial narratives, dashboards, and slides summarizing Product and Engineering productivity for use in senior executive reviews.

Skills

FP&A

Strategic finance

Excel

Google Sheets

NetSuite

Adaptive Planning

Business partnering

Communication

Presentation skills

Automation

Independent worker

Tools

AWS Cost Explorer

Google Cloud Billing

Job description

Organizations everywhere struggle under the crushing costs and complexities of “solutions” that promise to simplify their lives. To create a better experience for their customers and employees. To help them grow. Software is a choice that can make or break a business. Create better or worse experiences. Propel or throttle growth. Business software has become a blocker instead of ways to get work done.

There’s another option. Freshworks. With a fresh vision for how the world works.

Freshworks Inc. builds uncomplicated service software that delivers exceptional employee and customer experiences. Our people-first approach to AI eliminates friction, helping businesses reduce complexity, lower cost-to-serve, and deliver faster, more human support through enterprise-grade yet easy-to-use CX and IT solutions. Nearly 75,000 companies, including Bridgestone, New Balance, Nucor, S&P Global, and Sony Music, trust Freshworks to power their Employee Experience (EX) and Customer Experience (CX) operations.

Fresh vision. Real impact. Come build it with us.

We are seeking a strategic FP&A Manager to serve as a dedicated finance business partner to our global Product & Engineering organization.

This is a high-impact individual contributor role designed for a finance professional who enjoys influencing product strategy—not just reporting financial results. You will partner directly with Product & Engineering leadership to connect technical development and product roadmaps to strategic financial outcomes, challenge business assumptions, and optimize how we allocate our global technical resources.

You will own budgeting, forecasting, and performance management for the organization. Success in this role is measured by your ability to translate pricing and packaging models and headcount plans into actionable financial models, providing the executive team with the clarity needed to drive disciplined product innovation and growth.

What You’ll Do

• Partner with Product and Engineering leadership, providing critical financial guidance that influences product roadmap prioritization.
• Lead the annual planning, monthly forecasting, and long-range planning cycles for the R&D organization, connecting operational metrics to corporate financial plans.
• Set up and manage cost dashboards, leveraging native tools (AWS Cost Explorer, Google Cloud Billing) and third-party platforms to provide transparency to leadership and engineering teams.
• Develop and distribute comprehensive financial packages, highlighting budget variances, project-level spend, and key operational trends to identify areas of risk and opportunity.
• Analyze and track key performance indicators specific to SaaS product health.
• Build data-driven scenario models and business cases evaluating the financial impact of pricing & packaging changes and new product introductions.
• Partner closely with Accounting during the monthly close to ensure accurate accruals and deliver meaningful variance analysis on discretionary engineering spend.
• Draft clear financial narratives, dashboards, and slides summarizing Product and Engineering productivity for use in senior executive reviews.

• 5-8 years of FP&A or Strategic Finance experience, preferably within a high-growth SaaS environment
• Highly motivated self-starter with the ability to work independently in a fast-paced environment, simultaneously manage several priorities, and challenge the status quo to lead change and operational improvements
• Attention to details and ability to synthesize large volumes of data into insightful recommendations to the executive leadership team
• Strong experience in business partnering in a technology company with a proven track record of influencing executive decision‑making through financial insights
• Advanced Excel and Google Sheets skills with demonstrated experience building complex, scalable operational and financial forecasting models. Experience with NetSuite and Adaptive Planning is preferred
• Exceptional communication and presentation skills, with the ability to translate technical engineering jargon into clear business recommendations for Finance leadership
• A proactive drive to improve reporting workflows, utilizing automation and modern finance tools to shift bandwidth from transactional reporting to strategic analysis.

Please note this is a hybrid role with onsite expectations of 3x/week (Tues - Thurs) from our San Mateo, CA headquarters.

The annual base salary range for this position is $150,000 - $190,000. This role is also eligible for a target bonus.

Compensation is based on a variety of factors, including but not limited to location, experience, job-related skills, and level.

Freshworks offers multiple options for dental, medical, vision, disability, and life insurance. Equity + ESPP, flexible PTO, flexible spending, commuter benefits, and wellness benefits are also offered. Freshworks also offers adoption and parental leave benefits.

At Freshworks, we have fostered an environment that enables everyone to find their true potential, purpose, and passion, welcoming colleagues of all backgrounds, genders, sexual orientations, religions, and ethnicities. We are committed to providing equal opportunity and believe that diversity in the workplace creates a more vibrant, richer environment that boosts the goals of our employees, communities, and business. Fresh vision. Real impact. Come build it with us.