Director, Financial Planning & Analysis

Freshworks makes it fast and easy for businesses to delight their customers and employees. We do this by taking a fresh approach to building and delivering software that is affordable, quick to implement, and designed for the end user. Headquartered in San Mateo, California, Freshworks has a global team operating from 13 global locations to serve more than 65,000 companies -- from startups to public companies – that rely on Freshworks software-as-a-service to enable a better customer experience (CRM, CX) and employee experience (ITSM). 

Freshworks’ cloud-based software suite includes Freshdesk (omni-channel customer support), Freshsales (sales automation), Freshmarketer (marketing automation), Freshservice (IT service desk), Freshchat (AI-powered bots), supported by Neo, our underlying platform of shared services.

Freshworks is featured in global national press including CNBC, Forbes, Fortune, Bloomberg and has been a BuiltIn Best Place to work in San Francisco and Denver for the last 3 years. Our customer ratings have earned Freshworks products TrustRadius Top Rated Software ratings and G2 Best of Awards for Best Feature Set, Best Value for the Price and Best Relationship.

As the Director of Finance, you will play a critical role in enhancing the strategic capabilities of the Marketing organizations. Your key responsibilities will include developing strategic financial plans, managing the annual planning and budgeting process, providing visibility and decision support for demand generation functions, and delivering insightful analytical support to key stakeholders. Reporting directly to the VP of GTM FP&A, you will be responsible for ensuring alignment with organizational goals and fostering a culture of data-driven decision-making.

Responsibilities:

• Financial Planning & Budgeting: Manage the annual financial planning process for Marketing, collaborating with department heads and business unit leaders to create and operationalize business and financial plans.
• Analytical Support: Provide transparency and data-driven decision support by driving visibility across various demand generation channels and operationalizing metrics and measurement tools in order to optimize the marketing funnel.
• Cross-Functional Collaboration: Work closely with sales and other cross-functional leaders to gather assumptions, identify key metrics, assess impacts, and conduct sensitivity/scenario analyses to support decision-making.
• Process Improvement: Develop scalable processes and systems to enhance transparency and efficiency across the organization.
• Project Leadership: Lead internal projects and evaluate new business opportunities through modeling and net present value assessments of alternative scenarios.
• Communication: Prepare and deliver presentations to senior management and the Board of Directors.
• Team Development: Offer leadership and mentoring to the finance team, including those based in India.

• Bachelor’s Degree in Business, Accounting, Finance, or Economics; Master’s degree in Finance or Economics preferred.
• 8-10 years of progressive experience in financial planning & analysis, with leadership experience in FP&A.
• Strong understanding of corporate finance concepts.
• Experience in Technology (SaaS) industries, particularly a high velocity preferred.
• Excellent business communication skills and attention to detail.
• Solid analytical skills, strategic thinking, and decision-making abilities.
• Ability to operate effectively in a fast-paced, evolving environment and collaborate across departments.
• Comfortable managing multifaceted projects alongside day-to-day responsibilities.

The annual base salary range for this position is $213,600 — $307,050 USD.

Compensation is based on a variety of factors including but not limited to location, experience, job-related skills, and level. Bonus/equity may be available.

Freshworks offers multiple options for dental, medical, vision, disability and life insurances. Equity + ESPP, flexible PTO, flexible spending, commuter benefits and wellness benefits are also offered. Freshworks also offers adoption and parental leave benefits.

At Freshworks, we are creating a global workplace that enables everyone to find their true potential, purpose, and passion irrespective of their background, gender, race, sexual orientation, religion and ethnicity. We are committed to providing equal opportunity for all and believe that diversity in the workplace creates a more vibrant, richer work environment that advances the goals of our employees, communities and the business.