FP&A Manager, Workato
$130-180k
Integration & workflow automation platform
Be an early applicant
Integration & workflow automation platform
1001+ employees
Be an early applicant
$130-180k
1001+ employees
Company mission
To help businesses streamline their operations by providing a platform to automate their work and integrate their stacks, all in one place.
Role
Who you are
- We are looking for a sharp, commercially minded FP&A Manager to serve as the dedicated finance business partner to our Sales organization
- 5+ years of progressive finance experience, with at least 2 years in an FP&A or finance business partner role supporting a commercial/revenue function
- Strong financial modeling skills and fluency in Excel or Google Sheets; experience with planning tools such as Anaplan is a plus
- Proficiency in pulling and analyzing data from BI tools and CRM platforms (Salesforce preferred)
- Solid understanding of SaaS or B2B revenue metrics and sales compensation mechanics (preferred)
- Exceptional communication skills — able to tell a clear story with data and confidently engage with senior Sales leaders
- A collaborative, low-ego style with a bias toward action and problem-solving
What the job involves
- In this high-visibility role, you will sit at the intersection of finance and revenue, helping Sales leaders understand their business performance, make data-driven decisions, and hit their targets
- This is not a back-office role. You'll be a trusted advisor embedded in the commercial side of the business
- Serve as the primary finance point of contact for Sales leadership, building strong relationships and providing proactive financial guidance
- Translate complex financial data into clear, actionable insights for non-finance stakeholders
- Attend key Sales leadership meetings to stay close to the business and surface financial risks and opportunities in real time
- Own the end-to-end budget for the Sales organization, covering headcount, sales commissions and incentive compensation, travel & entertainment, tools and software, and discretionary program spend
- Partner with Sales leaders to build bottoms-up expense plans that align with revenue targets and overall company cost structure
- Track and manage Sales OPEX throughout the year, holding budget owners accountable and flagging material variances early
- Evaluate the ROI of Sales investments — including headcount additions, field events, enablement programs, and third-party vendors — and provide clear recommendations on resource allocation
- Model the financial impact of organizational changes such as team expansions, restructurings, or territory realignments
- Support month-end close by reviewing Sales expense accruals, ensuring accuracy and proper coding in partnership with Accounting
- Drive headcount planning in coordination with HR and Talent Acquisition, maintaining an up-to-date view of open roles, hiring timelines, and their cost impact
- Own the revenue forecast for the Sales organization, partnering closely with Sales Ops and RevOps to ensure accuracy and accountability
- Lead the annual budgeting process and maintain rolling forecasts that reflect the latest business assumptions
- Build scenario models to help Sales leadership understand the cost and revenue trade-offs of key decisions
- Build and maintain dashboards tracking key Sales KPIs, including quota attainment, pipeline coverage, CAC, revenue by segment/region/product, and Sales efficiency ratios
- Conduct variance analysis on revenue and Sales OPEX versus budget and prior periods, clearly communicating findings to leadership
- Analyze sales productivity and capacity to inform hiring plans and cost-per-head benchmarks
- Drive improvements in expense forecasting accuracy, reporting cadence, and financial controls across the Sales organization
- Partner with Sales Ops, RevOps, and Accounting to ensure clean data flows and consistent expense reporting
- Support the implementation or optimization of financial planning and expense management tools
Our take
Many businesses struggle with lack of team integration. There are a plethora of handy apps available, and various teams within businesses often use different processes, tools, and software. This has led to many businesses attempting to patch together technologies and create ad-hoc solutions that fail when they need to be scaled. Workato allows businesses to integrate data and apps so that teams can collaborate and communicate securely.
Workato has built a single platform that integrates apps, processes, data, and user experiences to improve efficiency, communication, and business flexibility. There are many integration platforms available, such as SnapLogic and Mulesoft Anypoint Platform, however, Workato has aimed its platform at users who have minimal technical experience, rather than the IT team.
Workato has continued to expand its partnerships and workforce, and is well set to see further growth as it innovates its product offerings and capabilities. The company was recognized as a Leader in the 2023 Gartner® Magic Quadrant™ for Integration Platform as a Service, making five years it has participated and five years it has been recognized.
Steph
Company Specialist at Welcome to the Jungle
Insights
-7% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Nov 2021
$200m
SERIES E
Sep 2021
$110m
SERIES D
Total funding: $415m
Company benefits
- Flexible Working Arrangements: We maintain a hybrid remote work model and provide everyone with best of breed technology tools that enable them to work anywhere, anytime.
- Great Employee Benefits: Such as an Employee Assistance Programme (EAP), Health Insurance, Referral Bonuses, and Workato Stock Options, tailored to the countries that our employees are based in.
- Professional Development Opportunities: We support individual career ambitions, and set aside training programs and budgets they can tap on to upgrade both soft and hard skills.
- Dedicated Wellness: We make it a point to dedicate time to pause, recharge and get to know each other better.
- Recreation Time: From virtual game nights to fitness sessions, there's always time for a little fun on the calendars.
Company HQ
Palo Alto, CA
Leadership
Vijay Tella
(Co-Founder & CEO)Spent 15 years as an Engineer at Teknekron and TIBCO, before joining Oracle as CSO. They also served as CEO at Qik, and VP at Skype.
Harish Shetty
(Co-Founder & Strategic Advisor)Previously held leadership roles in engineering at TIBCO, Blink, and iProfile.
Salary benchmarks
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