FP&A Strategy Lead | SaaS Growth, Dashboards & AI

Reachdesk Ltd; New York (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive salary with stock options

401(k) with employer match

Medical, dental & vision insurance

Flexible PTO

Collaborative culture

Job summary

Reachdesk Ltd is seeking an FP&A Manager to own planning, forecasting, and performance storytelling across its multi-entity SaaS business. You will lead reporting and analytics, driving automation and AI to enhance efficiency with a lean team.

You’ll partner with data owners across sales, finance, and operations to ensure data quality and reliable dashboards, spanning NetSuite, Salesforce, and DealHub. A strong finance foundation and executive communication are essential.

Qualifications

• Five+ years in FP&A, corporate finance, or analytical roles, ideally SaaS/multi‑entity.
• Advanced financial modeling and strong Excel/Sheets skills.
• Hands-on data skills: SQL and BI tools across multiple sources.
• Experience with ERP systems (NetSuite preferred) and CRM/CPQ data helpful.
• Experience using automation/AI to improve workflows and reporting.

Responsibilities

• Plan and analyze business performance, build the consolidated operating model.
• Own annual budget, quarterly reforecasts, and rolling P&L forecasts.
• Run variance analyses with clear driver commentary.
• Develop unit economics and margin analysis by revenue stream.
• Produce board, lender, and management reporting narratives.

Skills

FP&A experience

Financial modeling

Excel/Sheets

SQL & BI tools

NetSuite ERP

Data storytelling

Board presentation

Education

Bachelor’s degree in finance

Accounting or economics

Tools

NetSuite

Salesforce

DealHub

Job description

Reachdesk Ltd is seeking an FP&A Manager to own planning, forecasting, and performance storytelling across its multi-entity SaaS business. You will lead reporting and analytics, driving automation and AI to enhance efficiency with a lean team.

You’ll partner with data owners across sales, finance, and operations to ensure data quality and reliable dashboards, spanning NetSuite, Salesforce, and DealHub. A strong finance foundation and executive communication are essential.