The Role
Lead FP&A for global Value Services supporting Customer Success, Professional Services, Support, and related teams. Partner with the CCO, manage a team of three, own budgeting, forecasting, financial modeling, performance reporting, executive presentations, ad-hoc analysis, process improvements, headcount and spend controls to optimize margins and support strategic initiatives.
Summary Generated by Built In
Coupa makes margins multiply through its community-generated AI and industry-leading total spend management platform for businesses large and small. Coupa AI is informed by trillions of dollars of direct and indirect spend data across a global network of 10M+ buyers and suppliers. We empower you with the ability to predict, prescribe, and automate smarter, more profitable business decisions to improve operating margins.
Why join Coupa?
🔹 Pioneering Technology: At Coupa, we're at the forefront of innovation, leveraging the latest technology to empower our customers with greater efficiency and visibility in their spend.
🔹 Collaborative Culture: We value collaboration and teamwork, and our culture is driven by transparency, openness, and a shared commitment to excellence.
🔹 Global Impact: Join a company where your work has a global, measurable impact on our clients, the business, and each other.
Learn more on Life at Coupa blog and hear from our employees about their experiences working at Coupa.
The Impact of a Director, FP&A at Coupa:
Coupa is seeking a highly strategic and analytical Director of FP&A to lead financial planning and analysis for our global Value Services organization. Reporting directly to the VP of FP&A, this critical role will partner closely with the Chief Customer Officer (CCO) and their leadership team to provide insightful financial guidance, drive strategic decision-making, and optimize performance across the organization.
In this role, you will support a massive, global operation encompassing the Customer Success, Professional Services, Education, Enablement, Support, and Services Operations teams. With a footprint of nearly 1,000 employees and over $120M in annual spend, you will thrive in a fast-paced environment, delivering high-quality, precise financial analysis under tight deadlines. You will act as a key financial steward and strategic partner, embracing the CCO leadership team's focus on innovation, AI transformation, fiscal responsibility, and a rigorous commitment to financial precision.
What You'll Do:
- Strategic Business Partnering: Serve as the primary financial partner to the Chief Customer Officer and the Value Services leadership team, providing strategic insights and recommendations to support business growth, AI transformation initiatives, and strict financial targets.
- Team Leadership: Manage, mentor, and develop a high-performing team of 3 FP&A professionals (1 Senior Manager, 2 Analysts), fostering a culture of accuracy, accountability, and continuous development.
- Financial Planning & Analysis: Lead the annual budgeting, long-range planning, and monthly forecasting processes for the Customer Success, Professional Services, Education, Enablement, Support, and Services Operations teams ($120M+ annual spend). Drive forecasting, reporting, and analysis for top-line revenue metrics, including bookings, billings, and revenue across both one-time and recurring professional services.
- Performance Reporting & Analysis: Develop and maintain robust financial models and reporting to track key metrics, including headcount/capacity modeling, Professional Services and Managed Services (MS) margins, MS ARR, T&E, contractor spend, and weekly/monthly BvA (Budget vs. Actuals) scorecards.
- Ad-Hoc Analysis: Conduct complex ad-hoc financial analyses to support strategic initiatives, evaluate new programs, and inform critical business decisions.
- Executive & Board Reporting: Prepare high-quality presentations and financial summaries for executive leadership, ensuring clarity, accuracy, and adherence to tight deadlines.
- Process Improvement: Identify and implement opportunities to improve financial processes, systems, and reporting capabilities to enhance efficiency and accuracy within the Value Services finance function.
- Cross-Functional Collaboration: Collaborate closely with other FP&A teams, Accounting, Value Services Operations, and HR to ensure alignment and consistency in financial reporting and headcount planning.
- Headcount & Spend Controls: Support and enable your team to actively manage and reconcile headcount planning, oversee requisition and offer approvals, and meticulously review procurement requests to ensure strict alignment with forecasts and budgets.
What You Will Bring to Coupa:
- Industry Experience: Prior experience directly supporting a SaaS Professional Services organization is required.
- Experience Level: 10+ years of progressive experience in FP&A in a fast-paced, high-growth technology company.
- Executive Presence: Proven track record of strategic business partnering with C-suite and executive-level stakeholders.
- Technical Expertise: Expert-level financial modeling and analytical skills, with the ability to translate complex data into actionable insights.
- Communication Skills: Exceptional communication and presentation skills, with the ability to articulate complex financial concepts clearly and concisely to both financial and non-financial audiences.
- Execution & Accuracy: Demonstrated ability to work independently, manage multiple priorities, and deliver high-quality work with a high expectation of detailed accuracy under tight deadlines.
- Systems Proficiency: Advanced proficiency in Microsoft Excel and PowerPoint. Experience with the financial planning software Anaplan is strongly preferred. Familiarity with leveraging Generative AI tools (e.g., Copilot, ChatGPT, Gemini) to enhance data analysis, automate workflows, and drive productivity is highly desirable.
- Education: Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA is a plus.
At Coupa, we are 100% committed to creating and nurturing an environment that supports your physical, mental, and community well-being . We offer a comprehensive suite of benefits designed to help you and your family thrive:
Global Well-Being Perks (For All Employees Globally)
- Global Wellness Days: Enjoy two designated, company-wide paid wellness days off each year (typically the first Friday in March and the last Friday in September) so the entire global team can unplug, step away, and recharge together .
- Birthday Time-Off: Celebrate your day! Coupa provides a paid day off on your birthday or another day of your choice within your birthday month .
- Volunteer Time Off (VTO): Giving back is in our DNA. We offer 40 hours of paid VTO annually to support the community initiatives and volunteer programs you are passionate about .
- Employee Assistance Program (EAP): Access free, confidential, 24/7/365 counseling and resources for emotional support, work-life solutions, financial advice, legal guidance, and support for new parents .
- Business Travel Protection: Travel with peace of mind. Zurich Travel Assist provides medical, safety, pre-trip planning, and emergency support during any business travel .
- Referral Bonus Program: Share the Coupa experience! Receive generous monetary referral bonuses when you successfully refer talented friends or acquaintances who are hired into open roles .
Please note: In addition to these global well-being perks, Coupa offers highly competitive, location-specific benefits packages (which include comprehensive medical/dental insurance, retirement/pension plans, and life or accident protection) tailored to your primary work location. Your recruiter will walk you through the specific regional benefits package for this role during the interview process.
Coupa complies with relevant laws and regulations regarding equal opportunity and offers a welcoming and inclusive work environment. Decisions related to hiring, compensation, training, or evaluating performance are made fairly, and we provide equal employment opportunities to all qualified candidates and employees.
Please be advised that inquiries or resumes from recruiters will not be accepted.
By submitting your application, you acknowledge that you have read Coupa’s Privacy Policy and understand that Coupa receives/collects your application, including your personal data, for the purposes of managing Coupa's ongoing recruitment and placement activities, including for employment purposes in the event of a successful application and for notification of future job opportunities if you did not succeed the first time. You will find more details about how your application is processed, the purposes of processing, and how long we retain your application in our Privacy Policy.
Skills Required
- Prior experience directly supporting a SaaS Professional Services organization
- 10+ years of progressive FP&A experience in a high-growth technology company
- Proven strategic business partnering with C-suite and executive-level stakeholders
- Experience managing and mentoring an FP&A team (managing ~3 FP&A professionals)
- Expert-level financial modeling and analytical skills
- Experience leading annual budgeting, long-range planning, and monthly forecasting
- Experience with forecasting/reporting for bookings, billings, revenue (one-time and recurring)
- Strong experience preparing executive and board-level financial presentations
- Advanced proficiency in Microsoft Excel and PowerPoint
- Bachelor's degree in Finance, Accounting, Economics, or related field
- Exceptional communication and presentation skills
- Ability to work independently, manage multiple priorities, and deliver accurate work under tight deadlines
- Experience with headcount planning, requisition/offer approvals, and procurement review controls
- Experience with the financial planning software Anaplan
- Familiarity leveraging Generative AI tools (e.g., Copilot, ChatGPT, Gemini) to enhance analysis and automation
- MBA
What the Team is Saying
Aditya Maheshwari
Sr. Software Engineer, Cloud
Alex Moon
Operations Analyst, Order Management
Jose Miguel Jimenez
Procurement
Jessica Fonseca
Technical Support Specialist
Daniela Aristizábal
Associate Planning & Operations Analyst
Coupa Compensation & Benefits Highlights
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Healthcare Strength — Healthcare is described as comprehensive from day one for employees and dependents, including medical, dental, vision, mental‑health resources, and a no‑cost EAP. Additional options like FSAs and wellness initiatives are also cited.
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Leave & Time Off Breadth — Time off is positioned around Flexible Time Off, floating holidays, and 40 hours of paid Volunteer Time Off, supported by a virtual‑first work model. These programs are highlighted as core elements of work‑life balance.
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Parental & Family Support — Paid parental leave and a digital program for paths to parenthood (including adoption and surrogacy) are explicitly called out. Resources also extend to family medical leave and, in some locations, an onsite Mother’s Room.
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The Company
What We Do
Coupa is a global technology company that helps businesses run smarter by connecting all the ways they spend money — from procurement and expenses to payments and supply chain decisions — in one intelligent platform. In simple terms, Coupa gives organizations the visibility and control they need to make better financial choices, reduce waste, and drive real impact. It’s where technology meets purpose: helping companies manage their resources more responsibly while creating a positive ripple across their people, partners, and the planet.
Why Work With Us
At Coupa, we prioritize an inclusive and empathetic workplace where every voice is valued. Our teams are proactive and accountable, ensuring we collaborate effectively to achieve our goals. The foundation of our culture rests on our people; we believe in fostering an environment that encourages innovation and curiosity.
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Coupa Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Our virtual-first approach is intentional. It gives you the freedom to do your best work in a space that supports focus, balance, and creativity, while staying connected to a global team of changemakers who are redefining the future of business spend
Typical time on-site:
Flexible
Foster City
HR
Ann Arbor
Bangalore office
Bogotá, CO
Boston, MA
Chicago, IL
Dubai, Dubai 48800
Hyderabad office
São Paulo, BR
Pune office
Shivaji Nagar, IN
Singapore, SG
Tokyo Office
Uppsala, SE
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