Director, FP&A

Posted 18 Hours Ago
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Palo Alto, CA, USA
In-Office
220K-250K Annually
Senior level
Cybersecurity
The Role
Lead company-wide FP&A including AOP, quarterly forecasts, long-range planning, cash flow and runway modeling. Partner with executive leadership on capital allocation, pricing, and go-to-market investments. Build forecasting systems, embed AI-driven analytics and automation, develop KPIs and dashboards, and establish public-company caliber reporting and controls.
Summary Generated by Built In

Obsidian Security is the leading SaaS security platform, trusted by global enterprises like Snowflake, T-Mobile, and Algolia. We protect 200+ organizations across North America, Europe, the Middle East, Southeast Asia, Australia, and New Zealand, including many of the world’s largest Fortune 1000 and Global 2000 companies.

Founded in 2017 and backed by top investors like Greylock, Obsidian was built to close a critical gap: securing SaaS apps where business happens—Microsoft 365, Salesforce, and hundreds more. The company does this by offering a complete SaaS security platform to reduce risk, detect and respond to threats, and prevent breaches at the source. Obsidian was built by leaders who redefined endpoint and identity security at CrowdStrike, Okta, Cylance, and Carbon Black. Now, they’re transforming how SaaS is secured.

With AI driving rapid SaaS growth and complexity, agentic AI tools gain privileged access to sensitive data through integrations, creating new risks most security tools miss. Obsidian uniquely detects anomalous OAuth token activity and manages integration risks. Major announcements are on the horizon. Recognizing that SaaS security needs to evolve, Obsidian enables growing organizations to start with a lightweight, prevention-focused browser extension and expand coverage over time.

With global momentum, a growing partner ecosystem including SentinelOne, Databricks, and Google Cloud, and a major fundraise ahead, Obsidian is scaling rapidly toward long-term growth and IPO readiness.

This role will serve as a strategic finance leader and business partner to the executive team, driving forecasting rigor, performance analytics, capital allocation discipline, and scalable planning infrastructure. This leader will combine deep B2B SaaS financial expertise with startup agility and public-company discipline.

You will design and scale forecasting systems, embed AI-driven analytics into financial processes, and enable faster, smarter decisions through high-quality data insights. The role requires both strategic vision and operational execution.


Key Responsibilities:

  • Lead company-wide financial planning, forecasting, and long-range planning (LRP) processes.
  • Own annual operating plan (AOP), quarterly forecasts, scenario modeling, and board reporting.
  • Own long-term cash flow model, path to profitability analysis, working capital modeling, and runway analysis
  • Partner with CEO, CFO, and executive leadership to align financial strategy with growth objectives.
  • Provide decision support on pricing strategy, go-to-market investments, R&D prioritization, and capital allocation.
  • Develop deep analytics around metrics, benchmarks and company KPIs
  • Establish public-company caliber reporting cadence, rigor, and controls.
  • Embed AI and automation into forecasting, variance analysis, and scenario modeling.
  • Partner with IT/Systems and R&D leadership to identify and deliver innovative AI-first solutions for Obsidian’s FP&A processes, systems & tooling and data architecture.
  • Identify improvement & efficiency opportunities and drive alignment & roadmaps for key planning responsibilities.
  • Conduct complex data analysis on financial data to derive actionable insights that inform business strategy and decision-making.
  • Partner with the data team to develop real-time dashboards and self-serve analytics for business leaders.
  • Act as a data-driven thought partner to leaders across R&D, S&M and G&A teams.
  • This is a hybrid position (with office in Palo Alto), however, open to discussing fully remote positions as well.

About You:

  • 8+ years of related experience
  • Deep expertise in financial modeling — you can build a three-statement model from scratch and pressure-test assumptions with confidence
  • Experience owning or significantly contributing to an annual planning cycle and long-range financial planning process
  • Strong understanding of SaaS metrics and what drives revenue, cost, and efficiency in a software business
  • Exceptional communicator — you can synthesize complex financial information into clear narratives for executive and board audiences
  • Bachelor’s degree required; concentration in accounting or finance preferred
  • Investment banking and CPA or CFA candidate preferred
  • Strong knowledge of corporate finance and other accounting theory
  • Prior experience in managing external auditors and audit related work
  • Proficiency with financial planning tools (e.g., Pigment, Anaplan, Adaptive Insights, or similar) and advanced Excel/Google Sheets skills; experience with SQL is a plus

Employee Benefits

Our competitive benefits packages are designed to support our employees' well-being, both at work and at home.  Our US based employees enjoy:

  • Competitive compensation with equity and 401k
  • Comprehensive healthcare with dental and vision coverage
  • Flexible paid time off and paid holiday time off 
  • 12 weeks of new parent or family leave
  • Personal and professional development resources

For more details on our US benefits, or for information on our international benefits, please see here.

Pay Transparancy

Please note that the base pay range is a guideline and for candidates who receive an offer, the base pay will vary based on factors such as work location, as well as the knowledge, skills and experience of the candidate. In addition to a competitive base salary, this position is eligible for equity awards and may be eligible for sales commission or incentive compensation based on the role or function within the company.

At Obsidian, we are proud to be an equal-opportunity employer. We value diversity and hire for talent, passion, and compassion. In compliance with federal law, all persons hired will be required to submit satisfactory proof of identity and legal authorization.  If you have a need that requires accommodation, please contact [email protected]

Information collected and processed as part of any job applications you choose to submit is subject to Obsidian’s Applicant Privacy Policy.

Base Salary Range
$220,000$250,000 USD

Skills Required

  • 8+ years of related experience
  • Deep expertise in financial modeling (three-statement models)
  • Experience owning or significantly contributing to annual planning and long-range planning processes
  • Strong understanding of SaaS metrics and drivers of revenue, cost, and efficiency
  • Exceptional communication skills for executive and board-level presentations
  • Bachelor's degree (concentration in accounting or finance preferred)
  • Strong knowledge of corporate finance and accounting theory
  • Prior experience managing external auditors and audit-related work
  • Proficiency with financial planning tools (e.g., Pigment, Anaplan, Adaptive Insights) and advanced Excel/Google Sheets skills
  • Investment banking experience and CPA or CFA candidacy
  • Experience with SQL
  • Experience embedding AI and automation into forecasting and FP&A processes
  • Concentration in accounting or finance
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The Company
HQ: Newport Beach, CA
79 Employees
Year Founded: 2017

What We Do

Protect your business-critical applications by mitigating threats and reducing risk with Obsidian, the first truly comprehensive security solution for SaaS. The company is backed by Greylock Partners, Wing, GV and Norwest Venture Partners.

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