Manager, Financial Planning & Analysis (GTM)

San Francisco, CA, United States

Iterable is the top-rated AI-powered customer engagement platform that helps organizations like Redfin, Priceline, Calm, and Box to activate customers with joyful interactions at scale. With Iterable, organizations drive high growth with individualized, harmonized and dynamic communications that engage customers throughout the entire lifecycle at the right time. Iterable’s data engine, ease of use, and flexible and open architecture makes it the best platform to close the data activation gap by bringing together customer data, ability to design the experiences, deliver them and optimize them. All in one platform. We’ve surpassed $150M in ARR and have raised more than $230M from top-tier investors like Index Ventures, Viking, and CRV. Nearly 1200 companies from over 50 countries around the world rely on us to captivate their many millions of users.

Iterable helps brands unlock growth in the digital era by enabling joyful customer experiences with individualized communications based real-time behavioral data, harmonized cross-channel communications based on customer lifecycle, and dynamic always-on journeys that adapt to customer signals. Our powerful customer communication platform helps marketers manage end-to-end customer engagement programs with enterprise-grade security, compliance and controls for their customers.

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 five years, recognized as one of Inc’s Best Workplaces and Fastest Growing Companies, and we were recognized on Forbes’ list of America’s Best Startup Employers in 2022. Notably, Iterable has also been listed on Wealthfront’s Career Launching Companies List and has held a top 10 ranking on the Top 25 Companies Where Women Want to Work.

We have a global presence with offices in San Francisco, New York, Denver, and London, and recently expanded our operations to Australia and New Zealand. Iterable’s reach extends worldwide, and we have remote employees across the globe. 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.

Your Mission

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 Director of Finance, this role will partner with Go-To-Market (GTM) to support the company’s strategic objectives while keeping costs predictable. Your goal is to develop a deep understanding of the GTM organization 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, re-forecast, long-range planning, and month-end reporting processes while ensuring we maintain flexibility and continuously support the strategic objectives of Iterable.

Responsibilities:

Manage end-to-end P&L including topline revenue metrics, resource allocation, Headcount, and Opex management for key sales functions by partnering with Recruiting and GTM leaders; assist where needed with Pricing and Packaging

Serve as a finance business partner to the GTM organization and handle departmental headcount, budget, and development and tracking of meaningful critical metrics to measure efficiencies and return on investment analysis

Partner closely with Revenue Operations and Sales planning teams on headcount planning/approvals, quota attainment/ramp assumptions, and territory planning

Work closely on revenue planning to bookings modeling by quota carrying rep

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 drives business insight and frames financial risks and opportunities; present findings to senior management

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 have:

BS in Accounting/Finance, related field, or equivalent experience

Prior experience: 6+ years in an FP&A role at a public/pre-IPO SaaS company

Exceptional quantitative and financial modeling with high proficiency in Excel, G-Suite applications, and BI tools

Ability to thrive and multi-task in a rapidly evolving, fast-paced environment

Self-starter who is self-directed and proactive

Strong project management skills and proven ability to lead complex cross-functional initiatives across a breadth of team members

Strong communication, writing, and presentation skills with the ability to build relationships

Built strong, collaborative relationships with key team members to drive operational efficiency

Roll-up-the-sleeves attitude and ability to adapt quickly to changes in business priorities and conditions

Extensive CPM experience - Adaptive Insights experience a plus

Perks & Benefits:

Paid parental leave

Competitive salaries, meaningful equity, & 401(k) plan

Medical, dental, vision, & life insurance

Balance Days (additional paid holidays)

Fertility & Adoption Assistance

Paid Sabbatical

Flexible PTO

Monthly Employee Wellness allowance

Monthly Professional Development allowance

Pre-tax commuter benefits

Complete laptop workstation

The US base salary range for this position at the start of employment is $101,000 - $156,000. Within this range, individual pay is determined by specific US work location, as well as additional factors, including job-related skills, experience, relevant education or training, and internal equity considerations.

Please note that the range listed above reflects only base salary. The total compensation package includes variable pay (where applicable), equity, plus a range of benefits, including medical, dental, vision, and financial. In addition, we offer perks such as generous stipends for health & fitness and learning & development, among others.

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.

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