Senior Director, FP&A

San Francisco, California, United States

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$186,200 – $235,000Compensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Biotechnology, SoftwareIndustries

Requirements

Candidates should possess over 10 years of experience in FP&A or corporate finance, with a strong preference for experience in high-growth SaaS or AI companies, and an investment banking background is a plus. Expertise in modern planning tools such as Runway, Pigment, Mosaic, or Anaplan, along with advanced proficiency in Excel and Google Sheets, is required. A solid understanding of accounting principles and their impact on financial planning and reporting is essential, complemented by proven experience supporting go-to-market teams and headcount-intensive functions. The ideal candidate will be highly analytical, detail-oriented, and possess excellent communication and collaboration skills, with a demonstrated ability to lead and develop talent while scaling processes.

Responsibilities

The Senior Director, FP&A will act as a strategic partner to executive team members, driving functional plans to support company growth. Responsibilities include leading the annual and quarterly budgeting process, rolling forecasts, and long-term planning, while delivering accurate and insightful projections. The role involves producing monthly/quarterly reporting packages with variance analysis and executive read-outs, partnering with functional leaders on workforce planning, and serving as a strategic finance partner to Sales, Marketing, Product, and G&A leaders. Additionally, the Senior Director will define and track key performance indicators (KPIs) related to growth efficiency, margin expansion, and capital allocation, build financial models for pricing, product investment, go-to-market strategies, fundraising, and M&A, and mentor FP&A staff while establishing best-in-class processes and tools.

Skills

Financial Planning

Financial Analysis

Financial Reporting

FP&A

Strategic Planning

Budgeting

Forecasting

Data Analysis

Executive Communication

Scaling Businesses

IPO Readiness

Fieldguide

AI platform for audit and advisory services

About Fieldguide

Fieldguide enhances audit and advisory processes for businesses using artificial intelligence through its main product, the AI Advisory & Audit Cloud. This platform is designed for large advisory and audit firms, helping them save time, improve profit margins, and increase client satisfaction while managing various regulatory frameworks. Fieldguide's subscription-based model offers features like engagement management and automated report generation, making it more efficient than traditional methods. The company's goal is to transform the audit and advisory landscape with a modern, AI-driven experience.

San Francisco, CaliforniaHeadquarters

2020Year Founded

$45.9MTotal Funding

SERIES_BCompany Stage

Consulting, Fintech, AI & Machine LearningIndustries

51-200Employees

Benefits

Unlimited Paid Time Off

401(k) Retirement Plan

Wellness Program

Home Office Stipend

Flexible Work Hours

Risks

Increased competition from other AI-driven audit platforms could erode market share.

Rapid AI technology development may lead to obsolescence if Fieldguide doesn't innovate.

Reliance on venture capital funding poses a risk if future rounds are unsuccessful.

Differentiation

Fieldguide offers the only end-to-end AI platform for audit and advisory services.

The platform supports multiple regulatory frameworks, enhancing its versatility for firms.

Fieldguide's AI Advisory & Audit Cloud improves efficiency and client satisfaction.

Upsides

Fieldguide's AI platform addresses the CPA talent shortage, increasing demand for its services.

The launch of Fieldguide Insights capitalizes on data-driven decision-making trends in CPA firms.

Strategic partnership with Allinial Global enhances market reach and credibility.

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