Senior Manager, Financial Planning & Analysis

Job Description

Iterable is a cross-channel platform that powers unified customer experiences and empowers marketers to improve on every interaction taking place throughout the customer journey. With Iterable, brands create individualized marketing touchpoints that earn engagement, solidify trust and galvanize loyal consumer-brand relationships.

Developed for the enterprise, Iterable is built from modern technologies that transform cloud, partner, and tool-specific data into integrated, personalized engagements. No matter the audience size or degree of campaign sophistication, Iterable empowers brands to implement where it matters most—creating experiences and promoting connections with over 2 billion people worldwide. Leading brands like Zillow, DoorDash, Calm, Madison Reed, and Box choose Iterable to power excellent customer experiences throughout the entire lifecycle.

Iterable's momentum grows daily, and there has never been a more exciting time to join the team! We've been recognized as one of the Best Places to Work - SF for the past four years, one of the Best Places to Work in Colorado for the past two years, and were named as one of Colorado’s Best Paying Companies ! We’ve also been listed on Wealthfront’s Career Launching Companies List for the past two years, rank sixth on the list of Top 25 Companies Where Women Want to Work, and hold a top 20 spot among the SaaS 100.

We have a global presence with offices in San Francisco, New York, Denver, London, and APAC. As we scale, we continue to live by our core four founding values - Trust, Growth Mindset, Balance, and Humility. To understand the Iterable story, and learn more about our mission, explore our Culture and About Us page.

How you will make a difference:

This position sits on the FP&A team and is a critical and highly visible role within the team that performs integrated company-wide analysis and consolidation to support planning/forecasting and performance reporting processes. Reporting to the Sr. Director of Finance, this role will partner with Go-To-Market and R&D/Cost of Revenue functions to support the company’s strategic objectives while keeping costs predictable. Your goal is to develop a deep understanding of the GTM, Engineering and Product organizations and partner with leaders to align financial goals. 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. This position offers multiple opportunities to showcase analytical skills.

The core functions of the role include supporting the annual operating plan, reforecast, long range planning and month end reporting processes while ensuring we maintain flexibility and continuously support the strategic objectives of Iterable. This role will have 1 direct report, a Sr. Financial Analyst, to help drive these efforts.

You’ll get to:

• Manage end to end P&L including top line revenue metrics, resource allocation, Headcount and Opex management for key sales functions by partnering with Recruiting and GTM leaders. Assist with Pricing and Packaging.
• Serve as a finance business partner to the Product and Engineering organization and handle departmental headcount, budget, and development and tracking of meaningful critical metrics to measure efficiencies and return on investment analysis
• Cost of Revenue - Forecasting of AWS, software, capitalized software expense, professional services, etc.
• 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 drive business insight and frame financial risks and opportunities and present findings to senior management
• Build strong, collaborative relationships with key team members to drive operational efficiency
• 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

We are looking for people who meet the following:

Minimum Requirements:

• Education: Bachelor's degree in Finance, Economics, or Accounting (Post MBA candidates are encouraged to apply)
  Prior Experience: 8-10+ years of experience in FP&A role at a public/pre-IPO SaaS company

General Skills:

• Exceptional quantitative and financial modeling
• Ability to thrive and multi-task in a rapidly evolving, fast-paced environment
• Self-starter - candidate needs to be self-directed and proactive
• Strong project management skills and proven ability to lead complex cross-functional initiatives across multiple team members.
• Strong communication, writing, and presentation skills with the ability to build relationships
• Top-notch organizational, analytical, and problem-solving skills
• Ability to provide mentorship and be an effective coach. Managerial experience.
• Advanced Excel skills and experience with utilizing BI and reporting tools

A Plus:

• Extensive CPM experience - Adaptive Insights experience

Perks & Benefits:

• Paid parental leave
• Great compensation packages, meaningful equity, & 401(k) plan
• Medical, dental, vision, & life insurance
• Balance Day (First Friday off every month)
• Fertility & Adoption Assistance
• Paid Sabbatical
• Flexible PTO
• Daily lunch allowance
• Monthly Employee Wellness allowance
• Quarterly Professional Development allowance
• Pre-tax commuter benefits
• Complete laptop workstation

We've rethought traditional workplace planning and are looking to strengthen belonging, innovation, productivity, and happiness whether it's in an office, from home, or a hybrid of the two. As such, we've moved to a single geographical compensation band for all of our employees (the San Francisco Bay Area market for the US, London for the UK).

For Colorado-based employment: The minimum salary for this position is $133,350. The compensation package includes equity, plus a range of medical, dental, vision, financial and other benefits. Additionally, perks such as daily paid lunches and generous stipends for health & fitness and learning & development, among others, are included.

Iterable is an Equal Employment Opportunity employer that proudly pursues and hires a diverse workforce. Iterable does not make hiring or employment decisions on the basis of race, color, religion or religious belief, ethnic or national origin, nationality, sex, gender, gender-identity, sexual orientation, disability, age, military or veteran status, or any other basis protected by applicable local, state, or federal laws or prohibited by Company policy. Iterable also strives for a healthy and safe workplace and strictly prohibits harassment of any kind. Pursuant to the San Francisco Fair Chance Ordinance and other similar state laws and local ordinances, and its internal policy, Iterable will also consider for employment qualified applicants with arrest and conviction records.

Last Update: 09/28/2022