Director, Financial Planning & Analysis (FP&A)

Iterable is the top-rated AI-powered customer engagement platform that helps organizations like Redfin, Priceline, Calm, and Box to activate customers with joyful interactions at scale. With Iterable, organizations drive high growth with individualized, harmonized and dynamic communications that engage customers throughout the entire lifecycle at the right time. Iterable’s data engine, ease of use, and flexible and open architecture makes it the best platform to close the data activation gap by bringing together customer data, ability to design the experiences, deliver them and optimize them. All in one platform. We’ve surpassed $150M in ARR and have raised more than $230M from top-tier investors like Index Ventures, Viking, and CRV. Nearly 1200 companies from over 50 countries around the world rely on us to captivate their many millions of users.

Iterable helps brands unlock growth in the digital era by enabling joyful customer experiences with individualized communications based real-time behavioral data, harmonized cross-channel communications based on customer lifecycle, and dynamic always-on journeys that adapt to customer signals. Our powerful customer communication platform helps marketers manage end-to-end customer engagement programs with enterprise-grade security, compliance and controls for their customers.

Iterable’s momentum grows daily and there has never been a more exciting time to join the team! We’ve been recognized as one of the Best Places to Work - SF for the past five years, recognized as one of Inc’s Best Workplaces and Fastest Growing Companies, and we were recognized on Forbes’ list of America’s Best Startup Employers in 2022. Notably, Iterable has also been listed on Wealthfront’s Career Launching Companies List and has held a top 10 ranking on the Top 25 Companies Where Women Want to Work.

We have a global presence with offices in San Francisco, New York, Denver, and London, and recently expanded our operations to Australia and New Zealand. Iterable’s reach extends worldwide, and we have remote employees across the globe. As we scale, we continue to live by our core four, founding values - Trust, Growth Mindset, Balance, and Humility. To understand the Iterable story, and learn more about our mission, explore our Culture and About Us page.

Location: Hybrid - San Francisco, CA

How you will make an impact:

​​We are seeking a dynamic and experienced Director, Financial Planning & Analysis (FP&A), reporting to the VP of Finance, to join our scaling SaaS organization. As a finance leader in our organization, you will play a crucial role in shaping and executing financial strategies. Responsibilities include financial planning, forecasting, and ensuring compliance with relevant regulations. The ideal candidate will bring strategic financial insights to support our growth, manage financial risk, and contribute to the overall success of the company. This role will need to be effective in communicating with senior management, and consistent in bringing new insights to the table, while continuing to deliver on day-to-day duties. If you have a strong background in finance, a passion for innovation, and thrive in a fast-paced scaling environment, we want to hear from you.  

Responsibilities:

• Own forecasting and reporting process for ARR, GAAP revenue, and Cost of Goods Sold, including managing assumptions and drivers.  Manage/refine all aspects related to Revenue and COGS assumptions/drivers in financial planning and analysis application (Adaptive)
• Oversee budget and performance reporting process for R&D teams, including Engineering and Product business units. Partner closely with business unit leaders to develop annual budgets, quarterly forecast updates, and multi-year planning
• Partner closely with Accounting on journal entries and accruals
• Develop and refine cash flow and balance sheet forecasting.  Manage monthly and quarterly detailed cash forecasting processes
• Support company-wide KPI reporting and provide updates periodically via town hall discussions
• Guide data and metrics for business intelligence 
• Drive executive reporting dashboards and documents including Boar