FP&A Lead
Full Job Posting
Responsibilities
- Be a key driver in company-wide financial statement forecasting and reporting across product-level revenue metrics, bookings, resource allocation, headcount, and OpEx, maintaining full finance ownership for the R&D organization
- Serve as the strategic finance leader for the R&D organization, managing departmental budgets, headcount models, and ROI metrics across technical development initiatives
- Partner closely with the Product and Go-To-Market leadership teams on strategic pricing model initiatives, package architecture, and monetization strategies for new product offerings
- Lead financial oversight for AI-driven platform initiatives, evaluating investment returns on AI development tools as well as unit economics for AI-powered personalized marketing features
- Own the holistic company cost of revenue forecast, partnering with Engineering FinOps to tie platform performance and cloud infrastructure optimization directly to gross margin optimization
- Spearhead executive and Board of Directors presentation materials, creating high-impact dashboards and narrative analyses to articulate corporate strategy and performance
- Leverage modern AI-driven financial planning tools and methodologies to continuous innovate and scale core FP&A processes
- Drive financial risk and opportunity analyses, evaluating scenario modeling to guide senior management decision-making
- Build scalable strategic frameworks in close alignment with Accounting, Product, and Engineering leadership to drive cross-functional efficiency
We are looking for people who have
BS in Accounting/Finance, related field, or equivalent experience
6+ years of progressive financial analysis experience at high-growth SaaS companies, public accounting, or investment banking, with explicit experience leading product-level software finance
Proven experience building revenue models, evaluating pricing strategy, and forecasting roll-ups by geographies, segments and/or products
Expertise in quantitative analysis and financial modeling, alongside familiarity with modern AI tools, BI solutions, and G-Suite apps
Demonstrated ability to partner effectively with senior C-suite executives (CFO, CTO, CPO), able to drive strategic consensus and execute their priorities with sound judgement
Strong passion for AI technology trends, AI-powered product development, and adopting next-gen automation tools
Strong communication, writing, and presentation skills
Built strong, collaborative relationships with key team members and stakeholders to drive operational efficiency
Roll-up-the-sleeves attitude and ability to adapt quickly to changes in business priorities and conditions
________________________________________________________________
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About Iterable
AI-powered customer engagement software platform helping brands personalize communications across email, mobile, web, and other channels.
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