Sr. FP&A Manager

Posted:
10/1/2024, 5:09:59 AM

Location(s):
New York, United States ⋅ Raleigh, North Carolina, United States ⋅ New York, New York, United States ⋅ North Carolina, United States

Experience Level(s):
Senior

Field(s):
Finance & Banking

Pendo is looking for an experienced FP&A Manager to join its growing Finance team. This role will be based out of Pendo's New York, NY or Raleigh, NC office.

This is an exciting opportunity where you will play a key role in the company’s financial planning and reporting activities, by partnering closely with the leaders of various business functions across the company. As an experienced member of the team, you will help set the vision for FP&A strategy & processes, optimizing for best-in-class financial practices & driving efficiency. This role requires a strong analytical mindset, excellent communication skills, and a proactive approach to problem-solving. This position will report to the Senior Director of FP&A and you will work closely with other leaders within Finance and Accounting functions.

Role Responsibilities:

  • Own Pendo’s SaaS ARR & Services topline financial model.
  • Partner with leaders across the business to better understand their financial and operating results, solve complex business challenges, identify risks/opportunities and make smart investments.
  • Support highly visible recurring deliverables including month-end reporting, quarterly forecasts, annual planning & budget, and long-term financial plan.
  • Own the financial projections models for both the near and long term, driving a high degree of accuracy in the near-term (12-18 months) and working with business partners to identify levers for greater efficiency in the long-term.
  • Support the annual budgeting process and continuous forecasting process.
  • Refine financial reporting processes for internal stakeholders and investors, utilizing automation to allow the team to focus on analysis rather than manual synthesis.
  • Design and improve financial models and reporting at the department and company-wide levels. Be accountable for the models’ core assumptions, quality, timeliness and accuracy. 
  • Monitor key performance indicators, highlighting trends and analyzing causes of variance to senior leadership and key stakeholders.
  • Proactively challenge the status quo and drive continuous improvement, standardization, and simplification of our FP&A core processes.
  • Perform ad-hoc reporting and analysis as required.

Minimum Qualifications:

  • Bachelor's Degree in Finance, Accounting, or Business Administration from an accredited institution.
  • Minimum of eight (8) years of relevant operational experience in FP&A, strategic finance, investment banking, private equity
  • Prior working experience with SaaS revenue and margin financial models and key operating/financial metrics. 
  • Minimum of two (2) years of prior business partnership and collaboration experience
  • Working knowledge of standard financial reporting framework and key US GAAP principles
  • Experience with financial planning tools (e.g. Anaplan, Adaptive, Planful), Salesforce, ERPs and an advanced knowledge of Google Sheets/Excel
  • Must be legally authorized to work in the United States without need for current or future sponsorship

Preferred Qualifications:

  • Solution-oriented “act like an owner” mindset with enthusiasm for establishing best practices
  • Ability to bring structure to ambiguous areas of opportunity and thrive in an unstructured, fast-moving environment
  • Ability to summarize information and effectively communicate to both financial and non-financial audiences
  • Strong time management skills with the ability to prioritize tasks 
  • Ability to multitask and maintain a high level of performance under tight timelines
  • Strong written and oral communication skills, with a demonstrated ability to present insights clearly
  • Preferred software knowledge: high proficiency in Microsoft Excel, comfortable operating in Google Office Suite (including Sheets, Docs, Slides), and Workday

Pendo Description:

Pendo was founded in 2013 by former product managers, who combined their heads and hearts to build something they wanted but never had as product managers -- a simple way to understand and attack what truly drives product success.  Our mission is to improve society's experience with software.

Come join one of the fastest-growing startups, supported by best-in-class institutions like Battery Ventures, Salesforce Ventures, Spark Capital and Meritech. You will gain experience in a diverse and exciting set of technologies and clients and have a real impact on Pendo's future. Our culture is passionate, dynamic, and fun.

EEOC

We are an equal opportunity employer and believe having diverse teams where everyone brings their whole self to Pendo is key to our success. We welcome all people of different backgrounds, experiences, abilities and perspectives.

Accessibility

Pendo is committed to working with, and providing access and reasonable accommodation to, applicants with mental and/or physical disabilities. If you think you may require accommodation for any part of the recruitment process, please send a request to: [email protected]. All requests for accommodations are treated discreetly and confidentially, as practical and permitted by law.

Compensation

Our salary ranges are based on paying competitively for our size and industry, and are one part of many compensation, benefits and other reward opportunities we provide.

The expected salary range for this role to be performed each location is as follows:

  • New York: $138,000 - $190,000 
  • Raleigh: $132,000 - $170,000

Individual pay rate decisions, including offers made within and over the expected salary range, are based on a number of factors, including qualifications for the role, experience level, skillset, and balancing internal equity relative to peers at the company.

Benefits & Perks

  • Competitive compensation, including equity & company bonus
  • Competitive health benefits package, including medical, dental, and vision
  • 401k (including company match)
  • Monthly wellness stipend
  • HSA company match
  • Flexible PTO
  • Paid parental leave
  • Catered meals & office snacks

 

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Pendo

Website: http://www.pendo.io/

Headquarter Location: Raleigh, North Carolina, United States

Employee Count: 501-1000

Year Founded: 2013

IPO Status: Private

Last Funding Type: Secondary Market

Industries: Analytics ⋅ Enterprise Software ⋅ Product Design ⋅ Product Management ⋅ SaaS