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crm financial modeling excel erp hris📋 Description
- Own FP&A operations, planning, reporting, and systems.
- Partner with Controller and leaders to build scalable processes.
- Deliver clear actuals vs. budget narratives for leadership.
- Lead AI-powered process innovation to automate finance workflows.
- Based in the Bay Area with in-office collaboration four days/week.
🎯 Requirements
- 5+ years FP&A or Finance in SaaS/high-growth.
- Strong budgeting, forecasting, reporting, and modeling.
- Business partner to department leaders.
- Systems acumen across HRIS, payroll, ERP, EPM, CRM.
- Hands-on with AI tools for analysis and automation.
- Advanced Excel/Google Sheets and financial modeling.
🎁 Benefits
- Competitive salary and equity.
- Comprehensive health coverage.
- 401K Plan.
- Pre-tax commuter benefits.
- Learning/development stipend.
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