Head of FP&A

Jobtailor; San Francisco (CA); On-site; USD 230,000 - 320,000; Full time

Job summary

Jobtailor in San Francisco is seeking an senior FP&A leader to own budgeting, forecasting, and long-range planning, building the FP&A function from the ground up. You will drive monthly and quarterly variance analysis, identify key financial drivers, and translate data into actionable insights for the leadership team.

You will partner with senior leaders on headcount, spending, and investment decisions, collaborating with Accounting to keep forecasts aligned with actuals and accruals.

Qualifications

• 15+ years of progressive FP&A, strategic finance, or related financial planning experience.
• Deep, hands-on experience owning budgeting, forecasting, and variance analysis.
• Experience building or significantly scaling an FP&A function.
• Experience at a company operating at significant scale, ideally $1B+ ARR/revenue.
• Strong partnership experience with Accounting and cross-functional budget owners.
• Exceptional financial modeling and analytical skills.
• Ability to turn complex data into clear recommendations.
• Ability to operate effectively in a fast-growing, rapidly changing environment.
• Strong executive communication skills and ability to influence senior leaders.
• Experience in high-growth SaaS, technology, AI, or another rapidly scaling business preferred.
• Experience supporting hypergrowth, major financing, IPO-readiness, or public-company scale preferred.
• Experience implementing or improving FP&A systems, tooling, and automation preferred.
• Experience developing headcount and workforce planning models preferred.

Responsibilities

• Own company-wide budgeting, forecasting, and long-range planning processes.
• Build the FP&A function, processes, reporting, and operating cadence from the ground up.
• Lead monthly and quarterly budget-to-actual and variance analysis.
• Identify key financial drivers and translate them into actionable insights.
• Partner with functional leaders and budget owners on headcount, spending, investment decisions, and budget management.
• Collaborate with Accounting to ensure actuals, accruals, and financial reporting are accurately reflected in forecasts.
• Develop scalable financial models and scenario analyses for strategic and operating decisions.
• Establish financial KPIs, dashboards, and leadership reporting.
• Improve forecasting accuracy and visibility into business performance as the company scales.
• Bring structure and financial discipline without unnecessarily slowing the business.

Skills

Budgeting

Forecasting

Variance Analysis

Financial Modeling

Scenario Analysis

KPI Development

Data Analysis

Financial Reporting

Accruals Management

Headcount Planning

Tools

FP&A Systems

Financial Dashboards

Automation Tools

Job description

• Own company-wide budgeting, forecasting, and long-range planning processes
• Build the FP&A function, processes, reporting, and operating cadence from the ground up
• Lead monthly and quarterly budget-to-actual and variance analysis
• Identify key financial drivers and translate them into actionable insights
• Partner with functional leaders and budget owners on headcount, spending, investment decisions, and budget management
• Collaborate with Accounting to ensure actuals, accruals, and financial reporting are accurately reflected in forecasts
• Develop scalable financial models and scenario analyses for strategic and operating decisions
• Establish financial KPIs, dashboards, and leadership reporting
• Improve forecasting accuracy and visibility into business performance as the company scales
• Bring structure and financial discipline without unnecessarily slowing the business

Requirements

• 15+ years of progressive FP&A, strategic finance, or related financial planning experience
• Deep, hands-on experience owning budgeting, forecasting, and variance analysis
• Experience building or significantly scaling an FP&A function
• Experience at a company operating at significant scale, ideally $1B+ ARR/revenue
• Strong partnership experience with Accounting and cross-functional budget owners
• Exceptional financial modeling and analytical skills
• Ability to turn complex data into clear recommendations
• Ability to operate effectively in a fast-growing, rapidly changing environment
• Strong executive communication skills and ability to influence senior leaders
• Experience in high-growth SaaS, technology, AI, or another rapidly scaling business preferred
• Experience supporting hypergrowth, major financing, IPO-readiness, or public-company scale preferred
• Experience implementing or improving FP&A systems, tooling, and automation preferred
• Experience developing headcount and workforce planning models preferred

Core Competencies

Demonstrates extensive expertise in Financial Planning and Analysis (FP&A), including budgeting, forecasting, and variance analysis, while effectively collaborating with cross-functional teams to drive strategic financial decisions. Proven ability to develop financial models and KPIs that enhance business performance in high-growth environments.

Highest-signal resume keywords

• 15+ Years FP&A Experience
• Budgeting And Forecasting Expertise
• Financial Modeling And Analytical Skills
• Strong Executive Communication Skills
• Experience In High-Growth SaaS

ATS Optimization Keywords

Hard Skills

• Budgeting
• Forecasting
• Variance Analysis
• Financial Modeling
• Scenario Analysis
• KPI Development
• Data Analysis
• Financial Reporting
• Accruals Management
• Headcount Planning

Soft Skills

• Executive Communication
• Influencing Senior Leaders
• Collaboration
• Adaptability
• Problem-Solving

Industry Keywords

• Strategic Finance
• High-Growth Environment
• SaaS
• Technology
• AI
• IPO-Readiness
• Public-Company Scale

Tools & Technologies

• FP&A Systems
• Financial Dashboards
• Automation Tools