140K–210K USD / year
FP&A Lead
OperationsRemote — United States
Published on 2026-10-22
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About this role
Lead financial planning, forecasting, and executive reporting, with finance ownership for R&D. Partner with Product and Go-To-Market leaders on product revenue, pricing, monetization, and AI-related investment decisions.
About the company
Iterable is a cross-channel marketing platform for email, push, SMS, and in-app messaging. It helps growth and lifecycle teams orchestrate personalized customer journeys.
The team
Finance & Corporate Operations, partnering closely with R&D.
What you'll do
- Lead company financial forecasting and reporting across product revenue, bookings, headcount, and operating expenses.
- Manage R&D budgets, headcount models, and investment return metrics.
- Partner with Product and Go-To-Market teams on pricing, packaging, and monetization strategies.
- Evaluate AI platform investments and unit economics for AI-powered features.
- Own cost-of-revenue forecasting and partner with Engineering FinOps on cloud costs and gross margin.
- Prepare executive and Board presentations, dashboards, and performance analyses.
- Develop scenario models and financial risk and opportunity analyses.
- Improve and scale FP&A processes using AI-enabled planning tools.
What we're looking for
- Bachelor’s degree in Accounting, Finance, a related field, or equivalent experience.
- At least 6 years of progressive financial analysis experience, including product-level software finance.
- Experience building revenue models, evaluating pricing, and forecasting across geographies, segments, or products.
- Expertise in quantitative analysis and financial modeling.
- Ability to partner with senior executives and drive strategic alignment.
- Strong communication, writing, and presentation skills.
- Familiarity with modern AI tools, BI solutions, and Google Workspace.
Nice to have
- Experience at a high-growth SaaS company, in public accounting, or in investment banking.
- Interest in AI-powered product development and automation tools.
Benefits
- Equity
- 401(k) plan
- Flexible paid time off
- Paid sabbatical
- Community Impact Days (additional paid holidays)
- Medical, dental, vision, and life insurance
- Fertility and adoption assistance
- Monthly wellness and professional development allowances