Head of FP&A
About the team
Finance is a strategic partner to the business. This role sits at the center of that ambition.
We are building a next-generation finance function — one that replaces brittle, spreadsheet-heavy workflows with scalable, insight-rich infrastructure anchored in our data warehouse and powered by AI. This is not an incremental improvement to existing processes; it is a ground-up reimagination of how FP&A operates at airSlate.
The Head of FP&A will own and drive this transformation. You will inherit a capable team, deep institutional knowledge in our existing processes, and a CFO who is actively invested in your success.
The person who thrives here is energized by bringing order to data, sees AI as a genuine productivity multiplier — not a gimmick — and has the credibility to earn trust from GMs, department heads, and the CFO simultaneously. Critically, this is a people-leadership role: you will set direction for analysts and cross-functional resources, develop them into trusted business partners, and be accountable for the team's output end-to-end. This is a role for someone who wants to be a true strategic partner to the business — proactive, visible, and driving decisions, not just supporting them.
Team Leadership
- Set and communicate a clear architectural and operating vision for FP&A — and direct the analysts, data-warehouse resources, and project-management support already in place toward it.
- Manage and develop the existing FP&A team, currently 2-3 members, and evaluate when and how to bring on 1-2 dedicated finance business partners.
- Build a team culture of ownership and proactivity — developing team members into trusted partners for their counterparts across the business.
- Establish the team's operating norms: intellectually curious, systems-oriented, bias toward action, and deeply collaborative with the business.
- Lead the end-to-end reimagination of FP&A workflows, migrating historical data out of spreadsheets and into the data warehouse, starting with revenue/sales analysis data.
- Define and implement a scalable planning architecture — retaining spreadsheets for scenario/planning work, while offloading historical data and recurring reporting to automated, DWH-native pipelines.
- Champion AI and modern tooling (including Claude) to automate routine management and board reporting, surface anomalies, and accelerate insight generation — not as a side project, but as core infrastructure.
- Build real-time, self-service budget visibility for GMs and department heads — giving business leaders direct access to their financial position without Finance as an intermediary.
- Own all revenue planning: ARR, NRR, CAC, LTV, and product-level P&L across six products.
- Drive a more granular, dynamic headcount planning process — moving from static annual models to rolling, scenario-aware workforce plans.
- Partner with Product GMs to build product-level dashboards and financial transparency, enabling them to own their P&Ls with confidence.
- Lead the annual budget cycle (target: late September / October kickoff) and quarterly re-forecasting process.
- Serve as the primary financial partner to GMs and key department heads — not just reporting on results, but co-designing, planning, and resource allocation decisions.
- Build the dashboards, KPIs, and self-service reporting infrastructure that lets business leaders access financial insight without relying on Finance as a bottleneck.
- Support the CFO on board materials, investor reporting, capital allocation, and ad hoc strategic analyses.
Process Transformation & Infrastructure
Revenue & Business Planning
Strategic Finance Partnership
Required
- 7–12+ years of progressive finance experience, including meaningful FP&A leadership in a SaaS or recurring-revenue environment, ideally with B2C experience
- Demonstrated track record of process transformation — not just improving existing workflows, but redesigning them from first principles
- Strong command of SaaS unit economics: ARR, NRR, CAC/LTV, gross margin, Rule of 40, and product-level P&L
- Comfort operating in environments with imperfect data — you know how to make progress and build confidence in numbers even before the data infrastructure is pristine
- Hands-on experience building or modernizing financial platforms and workflows with AI/LLM tools (e.g., Claude, ChatGPT) — or, absent that direct experience, a demonstrated appetite to learn quickly and experiment with purpose
- Excellent cross-functional communication — able to translate financial complexity for GMs, engineers, and the board alike
- Experience with data warehouse environments (Snowflake, BigQuery, or equivalent); SQL proficiency is a strong plus
- Genuine wish to build and lead a team
- 7–12+ years of progressive finance experience, including meaningful FP&A leadership in a SaaS or recurring-revenue environment, ideally with B2C experience.
- Demonstrated track record of process transformation — not just improving existing workflows, but redesigning them from first principles.
- Strong command of SaaS unit economics: ARR, NRR, CAC/LTV, gross margin, Rule of 40, and product-level P&L.
- Comfort operating in environments with imperfect data — you know how to make progress and build confidence in numbers even before the data infrastructure is pristine.
- Hands-on experience building or modernizing financial platforms and workflows with AI/LLM tools (e.g., Claude, ChatGPT) — or, absent that direct experience, a demonstrated appetite to learn quickly and experiment with purpose.
- Excellent cross-functional communication — able to translate financial complexity for GMs, engineers, and the board alike.
- Experience with data warehouse environments (Snowflake, BigQuery, or equivalent); SQL proficiency is a strong plus.
- Genuine wish to build and lead a team.
- Background in investment banking, consulting, or PE/VC-backed SaaS — comfort with high-ownership, high-expectation environments.
- Experience evaluating or implementing FP&A platforms (Adaptive, Planful, Pigment, Mosaic, Anaplan, etc.) with a pragmatic view on build vs. buy vs. simplify.
- Familiarity with BI/visualization tools (Looker, Tableau, Metabase, Quicksight) and experience building executive-facing dashboards.
- Experience managing or mentoring analysts and building team culture in a lean finance org.
- Exposure to multi-product SaaS businesses and product-level P&L management.
- Experience with NetSuite (ERP) and Salesforce (CRM).
- Familiarity with ASC 606 revenue recognition.
- MBA, CFA, or CPA — valued but not required if experience is strong.
