FP&A Manager - SaaS Growth & Automation (Remote)

Reachdesk Ltd; Washington (District of Columbia); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Stock options

401(k) with employer match

Health insurance

Flexible PTO

Job summary

Reachdesk Ltd is seeking an FP&A Manager to lead planning, forecasting, and performance narrative for a multi-entity SaaS business. You’ll own the annual budget, rolling forecasts, and board reporting while building dashboards and data models across NetSuite, Salesforce, and DealHub.

This remote US role emphasizes automation, AI-driven insights, and clear financial storytelling to guide strategic decisions.

Qualifications

• Five or more years in FP&A, corporate finance, or a closely related analytical role.
• Advanced financial modeling and strong command of Excel or Google Sheets.
• Hands-on data skills: SQL and BI or analytics tools, across multiple source systems.
• Working knowledge of an ERP; NetSuite strongly preferred; CRM/CPQ data (Salesforce, DealHub) an advantage.
• Demonstrated use of automation and AI tools to improve finance workflows.
• Clear, concise communication and 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.
• Build and maintain the consolidated operating model across 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 driver commentary.
• Develop unit economics and margin analysis by revenue stream (gifting wallet and sourcing).
• Produce board, lender, and management reporting narratives tied to metrics that matter.
• Own Reachdesk Performance Dashboard as the single view of company performance.
• Own the reporting data layer spanning NetSuite, Salesforce, DealHub, and analytics tooling.
• Partner with data owners to specify reporting, data, and integration requirements.
• Define and monitor data integrity checks for forecasts/dashboards as volumes scale.
• Build and maintain self-service dashboards and reporting for finance and cross-functional stakeholders.
• Automation and AI: identify and implement automation to reduce manual effort; apply AI to accelerate analysis.
• Champion governance of AI/adoption within finance.

Skills

Advanced financial modeling

Excel/Sheets

SQL

BI/Analytics tools

Executive communication

Education

Bachelor's degree in finance/accounting/economics/data

Tools

NetSuite

Salesforce

DealHub

Workato

Job description

Reachdesk Ltd is seeking an FP&A Manager to lead planning, forecasting, and performance narrative for a multi-entity SaaS business. You’ll own the annual budget, rolling forecasts, and board reporting while building dashboards and data models across NetSuite, Salesforce, and DealHub.

This remote US role emphasizes automation, AI-driven insights, and clear financial storytelling to guide strategic decisions.