Head of Financial Planning and Analysis (FP&A)

About Copado

Copado is the #1 DevOps Platform for Salesforce and the Cloud. We deliver an AI-enabled devops platform to enhance human’s ability to orchestrate  business application development in the agentic age to drive digital transformation for 1,500+ of the most innovative brands on the planet — from Coca-Cola to T-Mobile to Volkswagen. Our agentic platform unites non-technical admins and pro-code developers on the same system and empowers enterprises to scale end-to-end software delivery across multi-cloud environments.  We operate in a dynamic and competitive industry and our consistent growth reflects our continued commitment to innovation and customer success. 

As Head of Financial Planning and Analysis (FP&A), you will play a vital role in driving our financial strategy and ensuring the continued success of our organization.

Job Summary

We are seeking a highly skilled and experienced Head of FP&A to lead our financial planning and analysis efforts. In this role, you will be a critical thinker responsible for managing and overseeing the financial planning, budgeting, forecasting, and analysis processes of our company. You will work closely with cross-functional teams, including Finance, Sales and Revenue Operations, Strategic Services, Infrastructure and Data, Customer Success, Product and R&D, and Marketing.

Your focus will be to drive business value by supporting growth with efficient capital allocation,  defining and maintaining a single source of truth, providing insightful financial analysis, identifying key value drivers, and supporting strategic decision-making.

As a senior leader, you will also play a key role in mentoring and developing the FP&A team members.  The role reports directly to the CFO and has direct reports.

Key Responsibilities

Financial Planning and Forecasting

● Develop and maintain comprehensive financial models, forecasts, and budgets that align with the company's growth objectives and define its success.

● Collaborate with various stakeholders to set targets, assess financial performance, and provide recommendations for improvement.

Performance Reporting

● Prepare and present regular  financial reports including budget vs. actual and Revenue/SaaS metrics to senior leadership, board members, and investors.

● Highlight key insights, trends, and recommendations for improving financial performance.

Cross-function Collaboration

● Partner with different departments, including Revenue Operations, Sales, Operations, the office of the Chief Business Officer, and Marketing, to provide financial guidance, support decision-making, and drive operational efficiency.

● Act as a trusted advisor to business leaders, providing financial insights and recommendations.

Strategic Financial Analysis

● Conduct in-depth financial analysis, including variance analysis, scenario modeling, and sensitivity analysis.

● Identify trends, risks, and opportunities to support the company’s strategic goals from both  an organic and inorganic growth perspective.

Process Improvement and Innovation

● Actively invest in AI to continuously evaluate and improve financial planning and analysis processes, tools, and systems to enhance efficiency, accuracy, and scalability with a view to transaction readiness.

● Drive automation initiatives and use AI where beneficial to foster best practices and develop reporting and analysis activities.

Qualifications & Experience

Education and Experience:

• Bachelor's degree in Finance, Accounting, or a related field (MBA preferred).
• At least 6-8 years of progressive experience in financial planning and analysis within the SaaS industry.
• Strong understanding of SaaS business models, revenue recognition principles, and subscription-based metrics.
• CPA and/or early experience in public accounting is preferred, but not required .

Financial Acumen

● Demonstrated expertise in financial modeling, forecasting, budgeting, and analysis.

● Experie