Job Detail

FP&A Senior Manager at
Palo Alto, CA, US

About is a leading digital business payments company with a network of over 3 million members, managing more than $60 billion annually. Making it simple to connect and do business, the cloud-based Payment Management Platform automates, simplifies, and controls the payments process, saving more than 50 percent of the time typically spent. partners with seven of the leading U.S financial institutions, more than 70 of the top 100 accounting firms, major accounting software providers including NetSuite, Intacct, QuickBooks and Xero, and is the preferred provider of digital payments solutions for, the technology arm of the American Institute of CPAs (AICPA). Winner of more than 70 awards, is recognized as one of San Francisco Business Times’ and Silicon Valley Business Journal’s “2018 Best Places to Work.


This role reports to the VP of Financial Planning and Analysis and is a key member of the FP&A team.  FP&A is responsible for improving strategic, operational and financial decision support across the company.  This is accomplished by monitoring financial trends of the business, including the annual financial plan, multi-year operating model, forecast updates, capital allocation, and by providing ongoing analytical support to our business partners. 

Professional Experience/Background to be successful in this role:

  • Advanced understanding of corporate financial planning, modeling, reporting and analysis at scale
  • 5+ years of relevant experience in a high growth corporate finance environment with heavy emphasis on analytics.  Experience in a SaaS or FinTech company will be helpful
  • Ability to optimize planning processes through the use of information systems to drive scale, productivity and analytics
  • An ability to collaborate constructively with, and influence, business partners and finance colleagues
  • Bachelor's Degree in Accounting or Finance; MBA, CPA, and CFA highly preferred
  • Advanced Microsoft Excel and PowerPoint skills
  • Experience with Adaptive Insights, NetSuite or similar financial tools
  • Excellent written & verbal communication skills

Competencies (Attributes needed to be successful in this role):

  • Functional/Technical Expertise
  • Values
  • Learning Abilities/Tech Savvy
  • Communication
  • Team Player

Expected Outcomes:

  • Manage the financial planning and tracking of operating expenses, headcount reporting, monthly close support, quarterly forecasting, and variance analyses
  • Manage the annual operating plan process including consolidation of the P&L, Balance Sheet and Statement of Cash Flow
  • Assist in preparation of Board presentations, management reporting, and peer group benchmarking
  • Work with VP Finance to build and maintain the long-range/multi-year operating model incorporating the financial impacts of strategic plans and initiatives
  • Create department level reporting to help track and manage spending and headcount decisions focusing on key trends and variances
  • Prepare financial models to support strategic initiatives Culture:

  • Humble – No ego
  • Fun –  Celebrate the moments
  • Authentic – We are who we are
  • Passionate – Love what you do   
  • Dedicated – To each other and the customer