FP&A Manager, SugarAI
$125-165k
3 days a week in office
AI-powered CRM platform
Be an early applicant
AI-powered CRM platform
501-1000 employees
Be an early applicant
$125-165k
3 days a week in office
501-1000 employees
Company mission
To help sales leaders reach their highest potential.
Role
Who you are
- This role requires someone who can work independently, navigate ambiguity, establish the right analytical approach, and drive work from initial question through recommendation and follow-through
- 6+ years of experience in FP&A, Investment Banking, Strategic Finance, or Accounting. Experience in SaaS is a significant plus
- Technical Prowess: You have strong modeling skills and have experience with FP&A platforms (Adaptive, Datarails, etc) and ERP systems (NetSuite, Sage Intacct, QuickBooks)
- Builder Mindset: You enjoy building models from scratch and refining messy data into clean structures. We move fast and iterate to progressively improve over time
- AI Curiosity: You're eager to explore how AI tools can automate manual workflows, accelerate analysis, and stress-test models—treating emerging technology as a force multiplier
- Communication Skills: You can explain the "why" behind a budget variance as well as the implications to our financial outlook
- High Velocity: You thrive in a fast-paced environment where priorities can shift, and you have the discipline to manage multiple projects without dropping the ball
- Education: A Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field. CFA, CPA, MBA is a plus
- We want you to learn new things in this role, and we encourage you to apply if your experience is close to what we’re looking for
What the job involves
- We’re delivering on the original promise of CRM—turning fragmented customer and revenue signals into clear, prioritized action. Instead of more dashboards or surface-level insights, we help teams focus on what matters most and know exactly what to do next
- More than two decades after our founding, we’re entering a new chapter with clarity and momentum—building intelligent, intuitive solutions that work within the flow of how teams actually sell and serve. We’re focused on solving complex, real-world challenges where relationships, context, and precision make all the difference
- Our global team is united by a shared commitment to impact, ownership, and continuous growth. We create an environment where thoughtful ideas move quickly, where people are trusted to lead, and where flexibility supports how great work gets done
- If you’re excited to help shape what’s next in AI-driven CRM—and build technology that drives real outcomes—we’d love to meet you
- The FP&A Manager will be a senior contributor responsible for financial planning, budgeting, forecasting, reporting, and decision support across the organization
- Reporting to the VP of FP&A, you will take ownership of core FP&A processes and partner directly with business leaders to translate operating plans into financial outcomes
- You will serve as a trusted finance partner to budget owners, helping them develop forecasts, evaluate investments, understand performance drivers, and identify risks and opportunities
- Success will come through strong financial ownership, sound judgment, effective cross-functional partnership, and the ability to influence decisions at multiple levels of the organization
- This is a highly analytical and visible position within a fast-paced, private equity-backed SaaS environment
- Maintain driver-based financial models that connect business assumptions to the income statement, balance sheet, and cash flow forecast
- Consolidate departmental inputs into a cohesive company outlook and assess the reasonableness and consistency of underlying assumptions
- Develop scenario and sensitivity analyses to evaluate business decisions, investment alternatives, and changes in operating assumptions
- Maintain a clear understanding of the company's financial outlook, including revenue, profitability, cash flow, working capital, and key business drivers
- Identify forecast risks and opportunities proactively, quantify their potential impact, and recommend appropriate actions
- Guide business leaders through forecasting, headcount planning, expense management, and investment modeling
- Challenge assumptions constructively and help budget owners develop financially sound and operationally realistic plans
- Translate financial results into practical insights and recommendations that business partners can act upon
- Build effective working relationships across the organization while holding partners accountable for financial commitments and agreed actions
- Support leaders in evaluating tradeoffs, prioritizing resources, and measuring returns on investment
- Analyze monthly and quarterly results against budget, forecast, and prior periods
- Explain key business and financial performance drivers rather than simply reporting variances
- Develop concise reporting and executive-level presentations that highlight performance, risks, opportunities, and recommended actions
- Partner with Accounting during the monthly close process to ensure accurate financial reporting and alignment between actual results and forecast assumptions
- Monitor relevant SaaS, operational, and financial KPIs and connect changes in those metrics to the company's financial outlook
- Build fit-for-purpose financial models for strategic initiatives, pricing decisions, headcount investments, business cases, and other company priorities
- Convert complex or ambiguous business questions into structured analysis without requiring a predefined approach
- Provide clear, independent recommendations supported by financial and operational data
- Ensure models and analyses are accurate, scalable, clearly documented, and understandable to other stakeholders
Our take
Many CRM solutions require a lot of manual entry, and have little job-specific functionality. This makes tracking and interacting with potential and current customers time-consuming and inefficient. SugarAI, which started as a project to elevate CRM with automation, has since grown into an AI-driven product suite used by thousands of companies across the globe.
The company delivers a precision selling platform and sales insights, plus other complimentary products. It supports macro and micro customisation, and is capable of leading sellers to make the biggest impact with every action. Importantly, its versatility and flexibility make it suitable for multiple teams across the CRM landscape.
Though it's far from the only CRM platform on the market, SugarAI’s longevity as a company exemplifies its trusted status among businesses from many sectors. Ultimately, CRMs are a vital part of almost every industry, and SugarAI’s established place in the market gives it plenty of scope for further success.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 8 rounds)
Jul 2019
$16m
LATE VC
Jan 2015
$3.6m
CONVERTIBLE
Total funding: $139.2m
Company benefits
- Excellent healthcare package for you and your family
- Savings and Investment – 401(k) match
- Unlimited Paid Time Off
- Paid Parental Leave
- Online Legal Services (Rocket Lawyer)
- Financial Planning Services (Origin)
- Discounted Pet Insurance (Embrace Pet Insurance)
- Corporate Benefit Program (Working Advantage). This benefit offers you exclusive travel and entertainment offers and special discounts that are not available to the general public
- Health and Wellness Reimbursement Program
- Travel Discounts
- Educational Resources - Career & Personal Development Program
- Employee Referral Bonus Program
- We are a merit-based company - many opportunities to learn, excel and grow your career!
Company HQ
Union Station, Denver, CO
Leadership
David Roberts
(CEO)Previously CEO at Alchemer, COO then CEO at Reed Group, and Chief Services Officer at the City and County of Denver.
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