Financial Planning & Analysis Lead

The company is recognized in the Inc 5000 as one of the world's fastest-growing email marketing companies, built to help entrepreneurs sell online and design emails that people love to get. We're committed to giving small businesses simple and intuitive tools that help them grow, nurture, and monetize their email list.

We’re a remote-first company headquartered in San Francisco with a globally distributed team, including in-person hubs in Da Nang (Vietnam), Barcelona (Spain), and Menlo Park (California). Our team reflects the diversity and creativity of the people we serve. Join our mission to level the playing field for small business owners through good design.

About the role

The company’s finance team is building a modern FP&A function, and you’ll help shape it from the ground up.

You’ll own the financial model, the forecast and planning cycle, and the analysis behind our biggest decisions. You’ll report to our CFO who will work alongside you, shaping priorities and strategy while relying on your recommendations and point of view. You’ll also raise the bar on board reporting and become a go-to partner for teams across the company.

This role is for someone with deep subscription modeling expertise who thinks like an architect by designing models and workflows to be modular and auditable. We'll be a great match if you've led finance teams (either human or AI agent) and influenced an organization to make more precise decisions.

What you'll do

Company forecasting & planning

• Own the modeling and mechanics of the company-wide forecast (P&L and balance sheet), partnering with the CFO on key assumptions and priorities

• Build driver-based and scenario models that support strategic decisions

Subscription & revenue modeling

• Own modeling of billings, deferred revenue, and cash across monthly and annual plans

• Analyze renewal rates, churn, subscriber mix, and cohort behavior

• Partner cross-functionally on CAC/LTV analysis and unit economics

Board & executive reporting

• Build the financial analysis and materials for board meetings, working alongside the CFO, who shapes the overall narrative

• Form your own point of view on what the numbers mean and bring recommendations, not just reports

Systems, automation, and AI

• Design and own the FP&A data and automation layer, including how AI supports forecasting, variance analysis, and board reporting

• Redesign recurring workflows (forecast refresh, variance commentary, reconciliations) with automation and AI, with review controls built in

• Drive innovation by integrating AI and emerging technologies to improve forecasting workflows, controls, and documentation.

• Own the FP&A calendar and strategic roadmap that prioritizes initiatives and guides how you and the CFO spend FP&A time

Ad hoc reporting

• Deliver ad hoc analyses and reporting that support executive and cross-functional decisions

• Assess and prioritize incoming requests to keep them aligned with FP&A's priorities and your capacity

What you bring

• 6-10 years of experience in FP&A or corporate finance, ideally at a SaaS or subscription-based company

• You’ve rebuilt a recurring finance process (variance commentary, forecast refresh, board pack drafting, reconciliations) with AI or automation, and can explain what you changed, how you validated it, and what it saved

• You know where AI is reliable in finance and where it isn’t, and you build in reconciliation checks, review steps, and audit trails

• Fluency in subscription and SaaS metrics (ARR, churn, renewal rates, CAC, LTV) and how they connect to the broader P&L, and balance sheetA strong technical finance foundation: you can build a driver-based, three-statement model from scratch and defend every assumption in it

• Comfort with SQL or Python, or a demonstrated willingness to learn, to pull and shape subscription data from billing, CRM, and ERP systems

• You design how models, data, and workflows fit together: assumptions separated from calculations, consistent metric definitions, clear documentation

Extra points if you have

• Experience modeling headcount and operating expenses alongside revenue

• Background in FP&A tooling beyond Excel (Adaptive Insights, Anaplan, Power BI, or similar)

• Experience supporting board reporting or fundraising materials directly

What we bring

• $130,000 - $180,000 base salary, depending on your location and experience

• Tier 1 city residents: $150,000 - $180,000

• All other locations: $130,000 - $160,000

• Fully paid health insurance for individual coverage

• 16 weeks paid parental leave for non-birthing parents; 22 weeks paid maternity leave for birthing parents

• Unlimited flexible time off

• Stock options

• 401(k) match (US employees only)

• $1,000 annual stipend for learning and development

The company is an equal opportunity employer. We are committed to building a diverse and inclusive workforce and do not discriminate based on race, religion, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other legally protected characteristics, the company is committed to providing reasonable accommodations for candidates with disabilities who need assistance during the hiring process. To request a reasonable accommodation, please email [link for members]

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