Director, FP&A

THE OPPORTUNITY:

Although we’re proud of our history, we’re just as excited about the future.  We want to create a world-class culture and company that attracts, develops, engages and retains elite talent.  

At Salesloft, our Director of FP&A will be instrumental in our company’s success.  You will be a key member of our high-performing Finance team comprised of approximately 20 members across FP&A, Accounting, Billing, Collections, and Deal Desk. This role reports directly to Salesloft’s CFO and will provide an opportunity to work closely on Company strategic initiatives.   

In addition to working with amazing colleagues who exemplify our ‘team over self’ core value, you will also lead company wide annual budgeting, operational forecasting, and long range planning processes. This team performs in-depth financial analysis of revenue, expenses, and other financial and operating metrics that impact Salesloft, develops content to support Board meetings and communications, and supports our efforts around fundraising and investor relations. You will have an opportunity to make a difference. 

WHAT WE’RE LOOKING FOR:

We are seeking a detail oriented, analytical, and strategic Finance professional to partner across the company through a period of rapid growth.

You will be responsible for the comprehensive  financial and statistical analysis of key operational, sales and marketing, and financial initiatives (assessing financial returns and making recommendations accordingly). Partnering on the company’s annual budgeting and planning, as well as quarterly financial forecasting processes, coordinating and consolidating the inputs from the strategic finance team to produce insightful and repeatable reporting for executive leadership and investors.  The Director FP&A  will also own the modeling of long-range strategic, financial, and cash flow plans / projections. Analysis by the Director FP&A will be used to generate strategic decision-making for Salesloft. Serving as a dedicated business partner to the executive leadership teams in developing, owning, managing and measuring business cases, key performance indicators, and financial models.  The Director FP&A will be responsible for self identifying key operational risks and opportunities for the business as well as independently developing solutions to address those risks and opportunities and then working collaboratively with the company’s executive team to put those solutions into action. In this role, you will also review the work-product of your teammates and assist in the development of team capabilities and the creation of long-term team planning, including setting team objectives and key results (MBOs), conducting reviews and check-ins, providing mentorship, and facilitating career development 

THE SKILL SET:

• 7+ years’ experience in FP&A, investment banking, consulting, PE / VC, or relevant field
• Financial modeling capabilities above reproach, skilled at working with and analyzing financial statements and relevant financial metrics
• Expertise in Microsoft Excel; experience in working with and administering EPM tools (ideally Adaptive Insights)
• Prior work experience in high growth technology and / or SaaS organizations preferred
• Managing junior resources to optimal outcomes, including development of skills and exposure - ensuring the overall well-being and growth of team-members and fostering a robust strategic finance team culture
• Ability to work in large datasets without losing sight of the “big picture”
• Excellent executive level oral and written communication skills; ability to speak up in meetings to inform and persuade team members and management - manage difficult conversations to achieve a win-win for the overall business
• Ability to work autonomously in identifying high leverage business opportunities, developing corresponding business strategies and motivate others to achieve desired business outcomes
• Comfortable interacting directly with executive management and Board of Directors
• Capable of driving process improvements (both intra and inter function), creating efficiencies within strategic finance’s daily, monthly, and annual operating rhythms 
• Skilled in building cross-functional understanding and alignment of challenges and opportunities, facilitating partnerships to drive overall business (and financial) objectives 
• Self-starter that leads change in a fast-paced, unstructured workplace and is comfortable making recommendations or decisions in environments of uncertainty - capable of managing multiple (and occasionally conflicting) priorities
• Leveraging opportunities to be become fully across market trends, category landscape, and Salesloft product (capitalizing upon unique visibility from the role)

WITHIN ONE MONTH, YOU’LL:

• Streamline Company monthly reporting packages
• Develop relationships with Finance leadership, Company ELT, and department leadership

WITHIN THREE MONTHS, YOU’LL:

• Own the long-term (multi-year) financial model, including optimizing for reforecasting
• Develop an efficient process to reconcile headcount across departments
• Work closely with accounting to build a bottoms-up cash flow forecasting view
• Collaborate with Finance leadership to create opportunities for advancement within the strategic finance organization, including the re-direction of resources and required training to maintain current efficiencies
• Optimize other reporting areas within Salesloft, evaluate opportunities to consolidate workstreams

WITHIN TWELVE MONTHS, YOU’LL:

• Developed redundancy within strategic finance in terms of systems, functional support, and annual planning
• Understand the mandate and processes in each business function, and work closely with department heads to develop their quarterly/annual work plans and budgets
• Drive automation of internal processes within finance, treasury, and accounting