Head of FP&A - Santa Clara, CA
On-siteSan Jose, California, United States
Job Summary
Own the annual operating plan, quarterly rolling forecast, and long-range financial model, including ARR, hardware deployments, and profitability scenarios. Design executive scorecards covering NRR, churn, and margin while leading monthly and quarterly business reviews with clear variance analysis. Partner with Sales, Marketing, and Product to support headcount, ROI, and investment decisions, and coordinate hardware demand forecasting with Logistics and Service Delivery. Build AI-assisted, self-serve reporting to provide real-time performance visibility to functional leaders and prepare investor and executive reporting packages. Serve as the CFO's operating partner to connect planning outputs with executive decision-making and drive continuous improvement to planning tools and data infrastructure.
Required Qualifications
- 8–15 years in FP&A, strategic finance, or financial analysis in enterprise tech, SaaS, infrastructure or cloud
- Proven ownership of a full planning cycle: AOP, quarterly forecast, and executive reporting
- Strong understanding of recurring revenue business models and financial dynamics that drive ARR, NRR, unit economics, and margins — whether from SaaS, managed services, subscription infrastructure, or similar
- Demonstrated experience presenting to and partnering directly with C-level and executive leadership
- Experience building executive KPI frameworks that inform operating decisions, not just summarize history
- Track record as a genuine business partner, influencing cross-functional leaders without formal authority
- Experience with channel or partner-driven go-to-market models — channel economics, partner incentives, and sell-through dynamics
- Proficiency with cloud-based planning tools (Anaplan, Adaptive Insights, Pigment, or equivalent) and ERP/CRM environments (NetSuite, Salesforce preferred)
- Comfort building process and structure in a fast-moving, high-growth environment — staying open, adaptive, and solution-oriented when priorities shift and the path forward is still being defined
Desired Qualifications
- Background in investment banking, equity research, or management consulting — ideally followed by FP&A experience in a services, managed services, or infrastructure business; brings structured thinking, strong written communication, and operational grounding
- Experience operating with the rigor and cadence required at scale — whether from a public company, PE-backed, or late-stage VC environment
- Exposure to ASC 606 in a combined hardware and subscription revenue model
- Experience with commercial finance or sales operations: quota modeling, commissions, pipeline governance
- Background spanning Series B through Series D; comfortable with ambiguity and rapid org evolution
- MBA, CPA, CFA, or equivalent
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