Head of FP&A

Simbe, Inc.; San Francisco (CA); On-site; USD 200,000 - 320,000; Full time

Benefits offered by this job

Comprehensive health plans

Culture of learning

Flexible time off

Job summary

Simbe, Inc. in San Francisco is seeking a Director of FP&A to own financial planning, forecasting, and the financial story presented to the Board and investors.

This hands-on, high-visibility role requires building an IPO-ready FP&A function, owning the 3-statement model, leading budgets and forecasts, and driving data-driven decision-making with cross-functional leadership. You will push AI/automation in forecasting and reporting, partner with Sales, Ops, Manufacturing, and Product, and manage

Qualifications

• 10+ years of progressive finance experience, including FP&A leadership, in a high growth technology company.
• Experience owning a company-wide financial model and running scenario analysis for executive decision-making.
• Experience with cash forecasting, cash collection cycle management, and disciplined cash management.
• Strong, direct communicator who can partner cross-functionally and with executive leadership.
• Experience with BI/reporting tools (Looker, Tableau).
• Experience managing venture debt or banking relationships.
• Experience with S&OP or similar processes linking operating and financial plans.
• Experience with hardware/SaaS/ hardware-as-a-service business models; robotics a plus.
• Venture-backed or private-equity-backed company experience.
• Demonstrated experience applying AI tooling to finance, accounting, or tax workflows.

Responsibilities

• Own and evolve the 3-statement financial model; run scenario analysis to guide decisions.
• Lead the annual budget and quarterly re-forecast cycle across departments; track actuals vs. budget monthly.
• Own the cash forecast; maintain rolling cash view and tighten cash monitoring.
• Build monthly/quarterly financial reporting package and contribute to Board deck.
• Support fundraising strategy, preparation, and due-diligence with data room maintenance.
• Represent Finance in S&P process and define vital metrics; manage the balanced scorecard.
• Drive insights from data and push changes in pricing, spend, or operations to improve results.
• Partner with Sales, Operations, Manufacturing, and Product leaders to pressure-test numbers.
• Advance FP&A platform adoption and push AI/automation into forecasting and reporting.

Skills

FP&A leadership

Financial modeling ownership

Scenario analysis

Board reporting

Cross-functional collaboration

Data-driven decision making

BI/Reporting collaboration

Tools

Planful

Adaptive Insights

Pigment

Anaplan

Looker

Tableau

Job description

• Reporting to the COO, Simbe’s Director of FP&A will own financial planning, forecasting, and the financial story we tell our Board, investors, and lenders
• This is a hands-on, high-visibility seat for someone who wants direct ownership of the model and the numbers — operating with startup speed and the rigor of a much larger finance organization
• Longer term, this role is about building an IPO-ready FP&A function: planning, reporting, and systems that scale with Simbe rather than needing to be rebuilt later
• Own and continuously evolve Simbe’s 3-statement financial model; run scenario analysis (pricing, hiring, capex, deployment pace) to guide real business improvement decisions
• Lead the annual budget and quarterly re-forecast cycle across departments; track actuals vs. budget monthly and flag material variances before they become surprises
• Continuously assess headcount and other incremental investment needs, and build the timely, data-backed business case for the ones that make sense, rather than waiting for the next budget cycle
• Own the cash forecast. Maintain a rolling short- and long-range cash view, tighten cash monitoring, and shorten the cash collection cycle
• Build the monthly and quarterly financial reporting package (balance sheet, income statement, cash flow) and own the relevant parts of the Board deck for quarterly meetings
• Respond to investor and lender reporting requests, manage the day-to-day relationship with financing partners on debt tied to manufacturing and other operations, and support borrowing formula/compliance reporting
• Support fundraising strategy, preparation, and due-diligence follow-up, with an eye toward the reporting rigor and data discipline an eventual IPO will demand, and keep Simbe’s data room current
• Represent Finance in Simbe’s monthly S&P process; work with S&P to define and instrument the vital metrics for the business, and own the balanced scorecard that tracks them
• Drive insights from that data into the business - not just report trends, but push the specific changes in pricing, spend, or operations that move financial results
• Partner directly with department leaders (Sales, Operations, Manufacturing, Product) to pressure-test their numbers, flag spend trends, and drive cost discipline
• Own and advance Simbe’s use of our FP&A platform - driving adoption, new use cases, and integrations with our broader financial systems — and push AI and automation into forecasting, reporting, and reconciliation work, partnering with the Controller where it touches accounting or tax

Benefits

• Comprehensive health plans
• Culture of learning
• Flexible time off

Hands-on experience owning an FP&A/planning platform (Planful, Adaptive Insights, Pigment, or Anaplan also relevant). Ability to drive adoption and new use cases and efficiencyExperience running Board reporting and supporting fundraising, investor, and/or lender relationships10+ years of progressive finance experience, including FP&A leadership, in a high growth technology companyExperience owning a company-wide financial model and running scenario analysis for executive decision-makingExperience with cash forecasting, cash collection cycle management, and disciplined cash managementStrong, direct communicator who can partner cross-functionally and with executive leadershipDetail-oriented, with the ability to zoom out. Equally comfortable in the model and in front of managementExperience with BI/reporting tools (e.g., Looker, Tableau)Experience managing venture debt or banking relationshipsExperience with Sales & Operations Planning (S&OP) or similar processes connecting an operating plan to a financial planExperience with hardware, SaaS, subscription, or hardware-as-a-service business models - robotics or connected devices a plusVenture-backed or private-equity-backed company experienceDemonstrated experience applying AI tooling to finance, accounting, or tax workflows