Director of Financial Planning & Analysis, Iterable
FP&A
$165-206.5k
+ Equity
AI-powered customer communication platform
Job no longer available
AI-powered customer communication platform
501-1000 employees
Job no longer available
$165-206.5k
+ Equity
501-1000 employees
Company mission
To connect people with products that bring them joy.
Role
Who you are
- BS in Accounting/Finance, related field, or equivalent experience
- 10+ years of experience in FP&A/finance, investment banking, or equivalent, with the majority of experience in SaaS/enterprise software
- 3+ years of people management experience
- Progressive operational and leadership experience including leading finance functions and managing direct reports
- Deeply fluent in SaaS KPIs including retention and acquisition metrics
- Strong executive presence in communicating business objectives and performance with key stakeholders including Board of Directors, investors, and employees
- Ability to provide financial data with a focus on driving business decisions
- Adept at collaborating with key partners in business intelligence, deal desk, procurement, and other internal stakeholders
- Proactive approach and strong follow-through skills
- Roll-up-the-sleeves attitude and ability to adapt quickly to changes in business priorities and conditions
- High proficiency in MS Excel and G-Suite applications
- Experience implementing and working with a SaaS-based financial planning application. Experience in Adaptive a plus
What the job involves
- We are seeking a dynamic and experienced Director, Financial Planning & Analysis (FP&A), reporting to the VP of Finance, to join our scaling SaaS organization
- As a finance leader in our organization, you will play a crucial role in shaping and executing financial strategies
- Responsibilities include financial planning, forecasting, and ensuring compliance with relevant regulations
- The ideal candidate will bring strategic financial insights to support our growth, manage financial risk, and contribute to the overall success of the company
- This role will need to be effective in communicating with senior management, and consistent in bringing new insights to the table, while continuing to deliver on day-to-day duties
- Own forecasting and reporting process for ARR, GAAP revenue, and Cost of Goods Sold, including managing assumptions and drivers. Manage/refine all aspects related to Revenue and COGS assumptions/drivers in financial planning and analysis application (Adaptive)
- Oversee budget and performance reporting process for R&D teams, including Engineering and Product business units. Partner closely with business unit leaders to develop annual budgets, quarterly forecast updates, and multi-year planning
- Partner closely with Accounting on journal entries and accruals
- Develop and refine cash flow and balance sheet forecasting. Manage monthly and quarterly detailed cash forecasting processes
- Support company-wide KPI reporting and provide updates periodically via town hall discussions
- Guide data and metrics for business intelligence
- Drive executive reporting dashboards and documents including Board, close, and other management presentations
- Provide direct support for key pricing initiatives and product cost analysis
- Drive cost-efficiency initiatives across the entire organization
- Play a key role in the forecasting and reporting elements for IPO readiness. Project manage all aspects of the process for FP&A/Procurement
- Drive quarterly forecast updates for the 409a process
- Manage and mentor financial analyst
- Continuously improve FP&A processes, tools, and methodologies to enhance efficiency, accuracy, and value-add of the function
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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