Senior Manager of Financial Planning & Analysis

Posted 2 Days Ago
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San Jose, CA, USA
In-Office
Senior level
Artificial Intelligence • Internet of Things • Productivity • Software
The Role
Leads budgeting, forecasting, long-range planning, financial modeling, performance reporting, SaaS metrics analysis, scenario planning, and process automation. Partners with executives and department leaders to drive data-informed decisions, profitability, and growth. Supports M&A and fundraising through due diligence and financial projections, while leading and mentoring the FP&A team and adopting AI tools to improve forecasting and financial processes.
Summary Generated by Built In

About ZEDEDA
ZEDEDA unlocks the value of AI where it matters most, enabling enterprises to create, secure and operate edge AI at scale. ZEDEDA’s Edge Intelligence products and solutions are used by global distributed enterprises to rapidly realize and deploy autonomous intelligence wherever they operate, turning real-time data into real and tangible business outcomes and decisions. Trusted by the world’s largest organizations, ZEDEDA is backed by world-class investors, with teams in the United States, Germany, India, and the United Arab Emirates. For more information, visit www.ZEDEDA.ai.

Key Responsibilities

•    Strategic Planning & Analysis: Lead the annual budgeting, forecasting, and long-range financial planning processes, and provide strategic analysis and recommendations that drive business growth and operational efficiency.

•    Financial Modeling & Forecasting: Develop and maintain sophisticated financial models to evaluate and support key business decisions, including product launches, pricing strategies, margin analysis, and go-to-market initiatives. Use AI tools to accelerate forecasting, scenario analysis, and modeling.

•    Performance Reporting: Support the preparation of monthly, quarterly, and annual financial reports, highlighting key trends, variances, and opportunities, and present findings to the executive team and board.

•    Business Partnering: Collaborate with department heads and cross-functional teams to provide financial insights, establish KPIs, and support data-driven decision-making.

•    SaaS Metrics & Revenue Analytics: Own and track SaaS-specific KPIs including ARR, MRR, net revenue retention, CAC, and customer lifetime value. Analyze revenue trends, customer acquisition costs, and operating expenses to identify opportunities for cost optimization and revenue growth.

•    Scenario Planning & Risk Management: Conduct scenario and sensitivity analyses to assess potential risks and opportunities, and provide actionable recommendations.

•    Process Optimization & Automation: Implement and enhance financial processes, systems, and tools to improve accuracy, efficiency, and scalability, championing automation and AI across the FP&A function.

•    M&A & Fundraising Support: Play a key role in supporting potential M&A activities and future fundraising efforts, including due diligence and financial projections.

 Qualifications

•    Experience: 7+ years of progressive experience in FP&A, with at least 2 years in a leadership role. Prior experience in a high-growth SaaS or technology company strongly preferred.

•    Education: Bachelor's degree in Finance, Accounting, Economics, or a related field.

•    AI-Enabled Forecasting (Required): Must be able to use AI (e.g., Claude) for forecasting, financial modeling, and scenario analysis, and be comfortable adopting AI tools to improve speed, accuracy, and productivity across the finance function.

•    Technical Skills: Expertise in financial modeling, forecasting, and data analysis. Advanced proficiency in Excel and experience with financial planning systems (e.g. NetSuite).

•    Strategic Mindset: Strong business acumen with the ability to think strategically and deliver actionable insights that drive growth and profitability.

•    Communication: Exceptional communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders.

•    Leadership: Proven ability to lead and mentor a team, driving performance and fostering a culture of excellence.

•    Adaptability: Thrives in a fast-paced, dynamic environment with the ability to manage multiple priorities and meet tight deadlines.

Skills Required

  • 7+ years of progressive FP&A experience
  • At least 2 years of leadership experience
  • Experience in a high-growth SaaS or technology company
  • Bachelor’s degree in Finance, Accounting, Economics, or a related field
  • Ability to use AI tools such as Claude for forecasting, financial modeling, and scenario analysis
  • Expertise in financial modeling, forecasting, and data analysis
  • Advanced proficiency in Excel
  • Experience with financial planning systems such as NetSuite
  • Strong business acumen and strategic thinking
  • Exceptional communication and presentation skills
  • Proven ability to lead and mentor a team
  • Ability to thrive in a fast-paced environment and manage multiple priorities
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The Company
163 Employees
Year Founded: 2016

What We Do

ZEDEDA is a venture-backed edge intelligence company that helps organizations manage and operate distributed edge environments. Its platform delivers real-time intelligence to business operations, supporting faster, more precise decisions wherever systems run. ZEDEDA also develops edge AI agents and models, while its open-source EVE technology provides a foundation for visibility, control, and security across connected devices and infrastructure.

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