About Dialpad
Dialpad is the leading Ai-powered customer communications platform, transforming how businesses communicate with their customers. More than 50,000 companies around the globe — including Netflix, RE/MAX, Uber, Randstad, and Tractor Supply — rely on Dialpad to build stronger customer connections using real-time, Ai-driven insights. Visit dialpad.com to learn more.
Being a Dialer
At Dialpad, you’ll be part of a collaborative team working toward our shared mission of making our customers and their employees wildly successful. We believe that every conversation matters, and we're elevating each one with a platform that drives real-time insights and automation for our customers.
We thrive on continuous evolution, where every employee leverages industry-leading Ai to constantly refine our platform and our own skills. We seek individuals who not only meet our high standards but go beyond them. Our ambition is significant, and achieving it requires a team that operates at the highest level. We look for individuals who are not just ambitious but who also possess the traits that are fundamental to our success: Scrappy, Curious, Optimistic, Persistent, and Empathetic.
About the team
Dialpad is seeking an FP&A Manager to join our team and play a crucial role in financial planning, forecasting, and analysis. This position will partner with our Engineering, Product, and Design teams (EPD), collaborating with senior management, operational teams, engineering teams, and others to provide data-driven insights that support strategic decision-making.
Dialpad’s FP&A Manager, EPD will play a key role in shaping the company’s growth strategy by driving financial planning, forecasting, and strategic analysis across go-to-market functions.
The ideal candidate should have substantial experience working with fast-growing organizations and familiarity with a SaaS business model. Additionally, they will bring exceptional analytical skills, strong communication skills, and a keen attention to detail.
Your role
As a FP&A Manager, EPD, you’ll partner with Engineering, Product, and Design leaders to provide data-driven insights, financial analyses that optimize resource allocation and margins, and assess ROI on product and feature development. By monitoring and influencing key metrics such as Gross Margin, utilization, R&D investment, and providing decision support, this role will enhance profitability, ensure optimal return on strategic investments, and fuel Dialpad’s growth.
This position reports to our Head of FP&A and has the opportunity to be based in our Vancouver or Austin Offices.
What you’ll do
- Financial modeling, including budgeting, reporting, and what-if scenarios
- Lead annual budgeting activities for the EPD team
- Conduct monthly budget reviews with Senior EPD Leadership
- Provide CEO and executive leadership with product and feature adoption & related revenue analysis, ROI insights on team staffing levels, integrations, and systems
- Partner with all levels of management to gather, summarize, and prepare recommendations regarding financial plans, trended future requirements, and operating forecasts
- Present data in cohesive reports that provide clear communication
- Conduct and prepare special studies to analyze complex financial actions and prepare recommendations
- Analyze financial information to determine present and future financial performance
- Assist with other projects as needed
Skills you’ll bring
- Bachelor's degree in Accounting or Finance
- At least 5 years of combined accounting and FP&A experience; experience supporting EPD organizations strongly preferred; Saas experience strongly preferred
- Proficiency in working in Google Workspace, and advanced skills in Google Sheets or Excel
- Strong modeling background, including financial analysis and monthly reporting
- Preferably experience with FP&A/forecasting tools, including Adaptive and Anaplan
For exceptional talent based in British Columbia, Canada the target base salary range for this position is posted below. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the target range for new hire salaries for the position. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Please note that the compensation details listed in British Columbia role postings reflect the base salary only, and do not include bonus, equity, or benefits.
We believe in investing in our people. Dialpad offers competitive benefits and perks, alongside a robust training program that helps you reach your full potential. We have designed our offices to be inclusive, offering a vibrant environment to cultivate collaboration and connection. Our exceptional culture, recognized repeatedly as a certified Great Place to Work, ensures every employee feels valued and empowered to contribute to our collective success.
Don’t meet every single requirement? If you’re excited about this role and you possess the fundamental traits, the drive, and strong ambition we seek, but your experience doesn’t satisfy every qualification, we encourage you to apply.
Dialpad is an equal-opportunity employer. We are dedicated to creating a community of inclusion and an environment free from discrimination or harassment.
Top Skills
What We Do
Dialpad is a cloud-based business phone system that turns conversations into opportunities and helps global teams make smarter calls--anywhere, anytime. We bring simplicity to the professional phone experience and some of the world’s most innovative companies use our platform. Dialpad's products span video meetings, cloud call centers, sales coaching and dialers and enterprise phone systems--and are all infused with the latest AI technologies to help every business make smarter calls. Customers include WeWork, Uber, Motorola Solutions, Domo and Xero. Investors include Amasia, Andreessen Horowitz, Felicis Ventures, GV, ICONIQ Capital, Salesforce Ventures, Scale Venture Partners, Section 32, Softbank and Work-Bench.
