Director of Financial Planning & Analysis, Qualified.com
$160-210k
Offers bonus and equity
Pipeline generation platform
Open for applications
Pipeline generation platform
201-500 employees
Open for applications
$160-210k
Offers bonus and equity
201-500 employees
Company mission
To change how companies generate pipeline.
Role
Who you are
- Bachelor’s degree in Finance, Accounting, Economics, or a related field is required; an MBA or professional certifications (CPA, CFA, FP&A) are a plus
- 8–10 years of progressive finance experience, ideally with a blend of FP&A leadership in a growth-stage SaaS or tech company and/or experience at a top-tier investment bank, management consulting (MBB), or venture capital/private equity
- Fluency in advanced financial modeling and planning tools (Pigment experience a plus or similar tools like Anaplan, Adaptive, or Planful), alongside top-tier Excel/Google Sheets skills
- Strategic mindset with strong operational business acumen - you see beyond the numbers, connecting financial outcomes to operational levers and long term strategy. You’re as comfortable in a board prep session as you are digging into the details of departmental budgets
- Exceptional communication skills - the ability to distill complex financial data into clear insights, stories, and recommendations that resonate with executives, investors and cross functional partners
- Collaborative leadership - a track record of influencing and partnering with senior stakeholders, even without direct authority. You build trust quickly and thrive on working cross functionally to drive alignment
- Growth-stage agility - proactive, adaptable and energized by the pace of a scaling business. You balance a bias for action with a commitment to accuracy and detail
What the job involves
- We’re looking for a hands-on, strategic leader to join our Strategic Finance & Operations team as the Director of FP&A
- In this role, you will be the architect and owner of our financial operating model, building the framework that guides how we plan, forecast and measure performance across the company
- You will lead the annual planning and forecasting processes ensuring our financial plans are tightly aligned with strategic objectives and operational realities
- You will transform complex financial data into clear actionable insights that inform business decisions at the highest levels of the company
- This includes partnering with department leaders to translate business strategies into financial outcomes, shaping the narratives that reach our executive team and supporting materials that influence investors and our board of directors
- This is a high visibility and high impact role during a period of rapid growth
- You’ll play a critical role in shaping our financial strategy, instilling rigor into our planning processes and serving as a trusted advisor to leaders across the organization
- Own the financial operating model - design, maintain and evolve a best in class planning framework that serves as the company’s single source of financial truth
- Lead annual planning and rolling forecast cycles - orchestrate inputs across all functions, challenge assumptions, and ensure our plans are ambitious and achievable
- Deliver world class reporting & insights - produce monthly and quarterly management packages, investor ready materials, and KPI dashboards that illuminate performance drivers and guide decision making
- Partner with senior leaders across the business - working alongside our stakeholders across the business to connect strategy to financial outcomes and ensure accountability to targets
- Provide strategic decision support - running scenario analyses, sensitivity tests, and ad-hoc models that help the executive team evaluate trade-offs and capitalize on growth and efficiency opportunities
- Drive process and technology innovation - leveraging technology and artificial intelligence to streamline workflows, improve accuracy and enable faster, smarter decision making
- Elevate the FP&A function - establish scalable processes, frameworks and best practices that will serve as the foundation for a growing team as the company continues to scale
Our take
Customer Relationship Management service Salesforce is used widely across the sales landscape. But because interactions on the platform are anonymous and text-based, they can feel impersonal. Many VIP customers prefer to put a face to the name and connect personally with a company, but this information is not revealed by Salesforce.
Qualified.com alerts companies when a high-profile customer is considering a purchase through their website, in addition to providing services that allow them to act upon this. By personifying web traffic and providing communication tools such as video and voice chat, companies are able to offer VIP clients high-quality sales conversations whilst they are visiting the website.
The sales CRM landscape is dominated by Salesforce, and Qualified.com’s approach to integrating their services within this platform is a seriously smart move. By allowing businesses to directly recognize and communicate with a high-profile customer, the startup presents itself as a serious competitor within the CRM industry.
Steph
Company Specialist at Welcome to the Jungle
Insights
-17% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
Apr 2022
$95m
SERIES C
May 2021
$51m
SERIES B
Total funding: $163m
Company benefits
- 100% Employee Paid Medical, Dental, & Vision
- Work From Anywhere
- 401k plan
- Free Monthly Gigabit Internet For Your Home Office
- Open Vacation Policy
- Paid Parental Leave Up To 16 Weeks
- Work From Home Setup On Us!
- One Medical Membership (including Tele-Medicine)
- Quarterly Swag
- Generous Employee Referral Program
- HSA / FSA Savings Accounts
- Disability Benefits (Short Term & Long Term) Paid By Us!
- Annual Learning Stipend
- Internal Coaching For Leaders
Company HQ
Yerba Buena, San Francisco, CA
Leadership
Kraig Swensrud
(Co-Founder & CEO)Kraig worked for Salesforce.com for almost 7 years, before joining Campaign Monitor as CMO in 2014. Having founded GetFeedback in 2013, they founded Qualified.com in August 2018.
Sean Whiteley
(Co-Founder)Sean worked as an Aol Systems Engineer, a PwC Developer and Director of Sales Engineering at webMethods. They spent over 6 years at Salesforce.com before co-founding GetFeedback and Qualified.com.
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