FP&A Manager, Iterable
$112-175k
+ Equity + Variable pay for eligible roles
AI-powered customer communication platform
Job no longer available
AI-powered customer communication platform
501-1000 employees
Job no longer available
$112-175k
+ Equity + Variable pay for eligible roles
501-1000 employees
Company mission
To connect people with products that bring them joy.
Role
Who you are
- The successful candidate will specifically demonstrate a strong aptitude for interpreting, analyzing, and communicating complex business issues, and identifying opportunities for improvement. Problem-solving, prioritization, and attention to detail are critical
- BS in Accounting/Finance, related field, or equivalent experience
- Prior experience: 4+ years in an FP&A role at a public/pre-IPO SaaS company, public accounting firm, management consulting or investment banking with direct software company experience
- Exceptional quantitative and financial modeling with high proficiency in Excel, G-Suite applications, and BI tools
- Ability to thrive and multi-task in a rapidly evolving, fast-paced environment
- Self-starter who is self-directed and proactive
- Strong project management skills and proven ability to lead complex cross-functional initiatives across a breadth of team members
- Strong communication, writing, and presentation skills
- Built strong, collaborative relationships with key team members and stakeholders to drive operational efficiency
- Roll-up-the-sleeves attitude and ability to adapt quickly to changes in business priorities and conditions
What the job involves
- This FP&A position is a critical and highly visible role within the Iterable finance team that performs integrated analysis and consolidation to support department and company-wide planning, forecasting and performance reporting processes
- Reporting to the VP of FP&A, this role will partner with Research & Development (R&D) to support the company’s strategic objectives while keeping costs predictable
- Your goal is to develop a deep understanding of links between our SaaS platform’s technical components and their financial costs to lead short and long-term forecasting of platform investments, technical development costs and partner directly with the CTO and head of product to align financial and development targets
- This position offers multiple opportunities to showcase analytical skills
- The core functions of the role include supporting the annual operating plan, fine tuning live forecast, contingent scenario planning, long-range planning, and month-end reporting processes while ensuring we maintain flexibility and continuously support the strategic objectives of Iterable
- Manage department and company wide financial statement reporting and forecasting including topline revenue metrics, resource allocation, headcount, and OpEx management with a specific focus on and ownership of key R&D functions
- Serve as a finance business partner to the R&D organization and handle departmental headcount, budget, and development and tracking of meaningful critical metrics to measure efficiencies and return on investment analysis
- Partner closely with CFO, VP of FP&A, CTO and VP of Product planning teams on budget planning and maintenance, balancing technical roadmap and budget objectives
- Own the holistic company cost of revenue forecast, partnering with the Engineering FinOps team to link platform performance and optimization with the associated financial impacts
- Support/drive development of Board of Directors presentations, executive dashboards, and KPIs. Create executive review materials that consolidate and communicate financial and operational strategy
- Perform account-level variance analysis that drives business insight and frames financial risks and opportunities; present findings to senior management
- Working to continuously develop and improve existing FP&A processes
- Develop repeatable business, operational and financial processes, partnering closely with the accounting team, to identify key areas of improvement for maximum efficiency
- Perform and support ad-hoc reporting/analysis requests. Support corporate initiatives and reporting
Our take
Iterable is a growth marketing platform that enables brands to create, execute and optimize cross-channel campaigns. The company aims to complement and support marketers in creating effective user engagement campaigns throughout the sales funnel, and across all channels.
The global omnichannel retail commerce platform market is huge, and the opportunity within this sector has bought with it considerable competition for Iterable. Despite this, the company has firmly established a name for itself and now has over 1000 customers (including DoorDash, Fender, Calm, Box, and Cars.com).
After raising significant funding in 2021, and a change in leadership that same year, Iterable has invested in several sales-focused AI technologies in order to appeal to enterprise companies. In 2025 it achieved the feat of surpassing one trillion customer interactions, demonstrating that its momentum is still very strong.
Steph
Company Specialist at Welcome to the Jungle
Insights
-3% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Jun 2021
$200m
SERIES E
Dec 2019
$60m
SERIES D
Total funding: $342.2m
Company benefits
- Medical, Dental & Vision Insurance
- Life & Disability Benefits
- Flexible Spending Accounts
- Health Savings Accounts with Employer Contributions
- Premium Calm Membership
- Health and Fitness Stipend
- Paid Parental Bonding Leave
- Paid Sabbatical
- Internet and Mobile Phone Reimbursement
- Learning and Development Stipend
- Family Forming Benefits
- Paid Holidays
- Flexible Time Off
- Balance Days
Company HQ
Financial District, San Francisco, CA
Leadership
Andrew Boni
(Founder & Chief Scientist)Was CEO of the company for 4 years. Previously an Application Services Developer at Boston College and Lead Web Developer at Kollaboration Boston.
Sam Allen
(CEO)Accomplished executive who has managed $3B+ P&Ls. Spent almost 11 years at Salesforce and previously co-founded and was CEO at ScanCafe.
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