Financial Planning & Analysis Lead
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Job Description
FP&A Lead owning forecasting, subscription revenue modeling, and board reporting for Flodesk, a fast-growing email marketing company. Designing AI-enabled finance workflows and strategic planning models.
Responsibilities:
- Own the modeling and mechanics of the company-wide P&L and balance-sheet forecast
- Partner with the CFO on key assumptions, priorities, strategy, and recommendations
- Build driver-based and scenario models supporting strategic decisions
- Model 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
- Build financial analysis and materials for board meetings
- Provide recommendations and an independent point of view on financial results
- Design and own the FP&A data and automation layer, including AI support for forecasting, variance analysis, and board reporting
- Redesign recurring workflows with automation and AI, including review controls
- Integrate AI and emerging technologies to improve forecasting workflows, controls, and documentation
- Own the FP&A calendar and strategic roadmap
- Deliver and prioritize ad hoc analyses and reporting for executive and cross-functional decisions
Requirements:
- 6-10 years of experience in FP&A or corporate finance, ideally at a SaaS or subscription-based company
- Experience rebuilding a recurring finance process with AI or automation, including explaining changes, validation, and savings
- Knowledge of where AI is reliable in finance and where it is not, with reconciliation checks, review steps, and audit trails
- Fluency in subscription and SaaS metrics including ARR, churn, renewal rates, CAC, and LTV
- Strong technical finance foundation, including building and defending a driver-based, three-statement model from scratch
- Comfort with SQL or Python, or demonstrated willingness to learn
- Ability to pull and shape subscription data from billing, CRM, and ERP systems
- Ability to design integrated models, data, and workflows with separated assumptions, consistent metric definitions, and clear documentation
- Experience modeling headcount and operating expenses alongside revenue is a plus
- Background in FP&A tooling beyond Excel, such as Adaptive Insights, Anaplan, or Power BI, is a plus
- Experience supporting board reporting or fundraising materials directly is a plus
Benefits:
- 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
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