Fp&a Lead

Sierra Sierra · AI Frontier · San Francisco, CA · Operations

The FP&A Lead will drive financial planning processes, partner cross-functionally to provide clarity on performance, resource allocation, and long-range trajectory for a Series E AI company. This role involves end-to-end planning, forecasting, monthly/quarterly close, performance reporting, KPI tracking, and evolving the FP&A toolset. The ideal candidate will have 8+ years of experience in corporate FP&A, strong financial modeling skills, and experience implementing modern planning tools. While the company is AI-focused, this role is in Finance and does not involve building AI models.

What you'd actually do

  1. Planning and Forecasting: Develop and drive our corporate financial planning processes end-to-end, including long range planning, annual planning, and rolling forecasts.
  2. Performance Reporting and Insights: Own the monthly and quarterly close cycle from an FP&A perspective, including budget vs. actuals, variance commentary, management reporting packages, and board and investor reporting materials. Define and track the KPIs that reflect business health, surfacing risks and opportunities proactively. Drive progress toward always-on reporting.
  3. Systems and Infrastructure: Drive and evolve our FP&A toolset, including modern planning software, BI integrations, and the underlying data model that supports scalable reporting. Build and document repeatable processes, templates, and operating cadences that will scale as we grow.
  4. Cross Functional Partnership: Drive cross-functional alignment on goals, building stakeholder buy-in, and enabling effective decision-making and execution across the organization. Partner with Accounting to ensure the integrity of actuals flowing into FP&A models.
  5. Insights: Deliver actionable performance insights by identifying key business drivers, opportunities, and risks, and translating them into recommendations that improve efficiency, productivity, and execution.

Skills

Required

  • 8+ years of total experience
  • meaningful time in corporate FP&A at a high-growth technology company
  • exposure to either investment banking, private equity, venture capital, or a finance rotation at a top-tier firm
  • owning or supporting annual planning, long range planning, budget vs. actuals, and monthly financial reviews
  • Experience implementing and managing modern FP&A planning tools, including configuration and model design
  • Exceptional financial modeling skills, including integrated 3-statement models, headcount models, and scenario frameworks
  • Strong executive communication and stakeholder management skills
  • track record of influencing decisions and building alignment across cross-functional stakeholders
  • Degree in finance, economics, accounting, STEM, or equivalent professional experience

Nice to have

  • Accounting background or CPA
  • experience partnering closely with a Controller on close processes, revenue recognition, or audit prep
  • Fluency in SaaS and ARR-based business models
  • Proficiency in BI and data tools such as Hex, Tableau, Looker, and SQL
  • ability to pull and validate data independently

What the JD emphasized

  • high-ownership IC role
  • energized by ambiguity
  • Series E AI company
  • high-growth technology company
  • implementing and managing modern FP&A planning tools
  • built from scratch
  • structured, self-directed, detail-oriented builder and problem solver
  • design a process where none exists, run it, and improve it over time without being managed toward it
  • AI-native finance function