Strategic FP&A Lead for SaaS Growth, Data & AI

Reachdesk Ltd; Atlanta (GA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Stock options

401(k) with employer match

Medical, dental & vision insurance

Flexible PTO

Job summary

Reachdesk is seeking an FP&A Manager to join our multi-entity SaaS gifting marketplace operating across the US, UK, Portugal, and Australia. You will own planning, forecasting, and the performance narrative, and lead the reporting and analytics that finance relies on, using automation and AI to do more with a lean team.

If you enjoy transforming numbers into strategic storytelling, building self-service dashboards, and partnering with data owners to ensure data quality as we scale, this role is

Qualifications

• Minimum five years in FP&A or related analytics, preferably SaaS/multi-entity.
• Advanced financial modeling and strong Excel/Sheets skills.
• Hands-on data skills with SQL and BI tools across multiple source systems.
• Experience with NetSuite ERP; Salesforce/DealHub CRM data a plus.
• Experience using automation and AI to improve finance workflows.
• Clear, concise communication to executives and board.

Responsibilities

• Planning and analysis across multiple entities and streams.
• Build and maintain the consolidated operating model across entities.
• Own the annual budget, forecasts, and rolling P&L/cash forecasts.
• Run variance analysis with commentary on drivers.
• Develop unit economics and margin analysis by revenue stream.
• Produce board, lender and management narrative reports.
• Own the Reachdesk Performance Dashboard as the single trusted view.
• Maintain the data layer spanning NetSuite, Salesforce, DealHub, and analytics tools.
• Partner with data owners to specify reporting and data requirements.
• Define data integrity checks to keep forecasts and dashboards reliable.
• Build self-service dashboards for finance and cross-functional teams.
• Identify automation opportunities across forecasting and reporting.

Skills

FP&A experience

Advanced financial modeling

Excel/Google Sheets

Data analysis

Executive communication

Education

Bachelor's degree in finance, accounting, economics or data

Tools

NetSuite

Salesforce

DealHub

SQL

BI tools

Job description

Reachdesk is seeking an FP&A Manager to join our multi-entity SaaS gifting marketplace operating across the US, UK, Portugal, and Australia. You will own planning, forecasting, and the performance narrative, and lead the reporting and analytics that finance relies on, using automation and AI to do more with a lean team.

If you enjoy transforming numbers into strategic storytelling, building self-service dashboards, and partnering with data owners to ensure data quality as we scale, this role is