Director, Fp&a

Waabi Waabi · Robotics · San Francisco, CA +1 · Remote · Strategic Finance

Director, FP&A role overseeing and building out the FP&A team, partnering with leaders to shape strategies and define priorities. Responsibilities include strategic planning, forecasting, reporting, and capital allocation, focusing on driving efficiency and reducing waste. The role involves budgeting, forecasting, financial reporting, operational infrastructure, long-term financing planning, financial analysis, and team leadership. Requires a Bachelor's degree in Finance, Accounting, or equivalent, 10-12+ years of senior finance leadership experience, preferably in a high-growth, venture-backed tech startup with SaaS business models. Experience building a finance function and strong understanding of financial management, regulations, and tools are essential.

What you'd actually do

  1. Budgeting and Forecasting: Comprehensive budget preparation and oversight, involving the development of annual operating budgets, forecasts, and financial plans. Regularly collaborate with leadership, working together to monitor and adjust budgets as needed to protect cash flow.
  2. Financial Reporting: Produce accurate and timely financial reports, including income statements, balance sheets, and cash flow statements. Monitor and report on financial performance against budget and make necessary adjustments. Present financial results to the executive team.
  3. Operational infrastructure: Build financial systems that can support growth and scale to support our ambitions.
  4. Long term financing planning: Work closely with the leadership on long term (3-5yr) planning.
  5. Financial Analysis: Conduct in-depth financial analysis to support decision-making. Evaluate investment opportunities, pricing strategies, and cost-saving initiatives.
  6. Team Leadership: Lead by example in recruiting, developing, motivating, and retaining a highly effective finance team. Inspire change and collaboration among a diverse and distributed team. Encourage sharing of best practices and insights across all members of the team.

Skills

Required

  • Bachelor's degree or higher in Finance, Accounting, Business Management, or equivalent
  • 10-12+ years of progressive experience in senior finance leadership positions
  • 5-7+ years of finance leadership experience including a stint at a high-growth, venture backed start-up and preferably within the technology industry in the US or Canada
  • Experience with SaaS like business models
  • Proven record of building a finance function from scratch or leading a company through its initial commercialization phase
  • Comprehensive understanding of financial management, analysis, tools and reporting methodologies
  • Experience with selecting and/or implementing FP&A software tools
  • Partnering with engineering teams to ensure data integrity
  • Strong expertise in financial regulations, accounting principles, and taxation
  • Demonstrated strategic thinking, problem-solving, and decision-making abilities
  • Exceptional written and verbal communication skills, with attention to detail
  • Experience and excitement in supporting a dynamic, high-growth environment

Nice to have

  • MBA, CFA, and/or CPA certification preferred

What the JD emphasized

  • partnering with engineering teams to ensure data integrity