Senior FP&A Manager

CaptivateIQ is the leading Sales Performance Management solution, recognized by Forrester and G2, and trusted by customers including Affirm, Gong, and Figma. With solutions for Sales Planning and Incentives, we help revenue teams automate processes, hit revenue targets, and adapt with business change, ultimately driving efficient growth. It's time to rethink ROI - your return on incentives - with CaptivateIQ.

With backing from Sequoia, Accel, ICONIQ, Sapphire Ventures, and other leading investors, CaptivateIQ is on a mission to enable every company to improve their return on incentives and sales planning.

Come and see why Glassdoor and Comparably have recognized CaptivateIQ as a best place to work!

About the Role:

CaptivateIQ is looking for a strategic, results-driven Senior FP&A Manager to drive financial planning and deliver insights that guide key decisions. Reporting to the Sr. Director, Corporate Finance & Strategy, you’ll partner with executive leadership, including the SVP of Finance & Accounting, to analyze financial data, build models, and identify opportunities to drive business growth. In this high-impact role, you’ll leverage your expertise in financial analysis, budgeting, and forecasting to influence CaptivateIQ’s future in a fast-paced, tech-driven environment.

Responsibilities:

• Strategic Financial Planning: Shape and refine the company's long-term financial strategy in partnership with executive leadership.
• Budgeting and Forecasting: Own the annual budget process, develop detailed forecasts, and monitor performance against goals, providing actionable recommendations
• Performance Analysis: Analyze financial data to identify trends, assess profitability, and uncover opportunities for operational improvement. 
• Stakeholder Collaboration: Partner with cross-functional teams (Sales, Marketing, Operations) to align financial strategies with business objectives and understand evolving needs.
• Reporting and Presentation: Prepare and present comprehensive financial reports to senior leadership, translating complex insights into clear, actionable recommendations.
• Performance Metrics: Develop and track key performance indicators (KPIs) for sales, marketing, and customer experience, creating dashboards to visualize performance (e.g., CAC, CAC payback, Magic Number).
• Market Research: Analyze market trends and the competitive landscape to drive strategic decision-making and identify growth opportunities.

Requirements:

• Bachelor’s degree in Business, Finance, Accounting, or Economics (or equivalent experience).
• 5-8 years of experience in corporate finance/FP&A roles.
• Expertise in SaaS or B2B subscription models.
• Solid understanding of accounting principles, corporate finance concepts, and fluency in translating between GAAP and non-GAAP financial metrics
• Strong financial modeling skills with Excel/Google Sheets; ability to build models from scratch.
• Proficiency in SQL for data extraction, analysis, and reporting.
• Exceptional communication skills; ability to distill complex data into actionable insights via memos and presentations.
• Proven analytical and problem-solving abilities in fast-paced, dynamic environments.

Bonus Points:

• Experience partnering with Go-to-Market teams and managing top-line business planning.
• Hightouch, Snowflake, or comparable experience with data systems; business intelligence tools like Tableau or Looker; and FP&A systems such as Adaptive Insights or Anaplan.
• Located in a West Coast or Mountain Time timezone.

Benefits:

• (US-ONLY) 100% of medical, dental, and vision covered including 75% for dependents
• Flexible vacation days and quarterly mental health days so you can recharge
• Enjoy a one-time expense on your 1-year work anniversary (to use for travel, home furnishings, fancy meal)
• One time work from home stipend & annual stipends for professional development and caretaking 
• Virtual team lunches to keep you connected
• (US-ONLY) 401k plan to participate in and save towards the future
• Newest Apple products to help you do your best work
• Employee Resource Groups (ERGs) to support and celebrate the shared identities and life experiences of communities within CaptivateIQ. ERGs directly support our company-wide DEI goals as a space for developing and retaining diverse talent

Notice for Prospective Candidates:

• Only emails from @captivateiq.com should be trusted.

We are aware of active recruitment scams using the CaptivateIQ name, in which individuals pose as our recruiters and post fake remote job openings and make fake job offers on the Internet. Please note, we will never do the following:

• Attempt to correspond with a candidate using a free web-based account, such as an email address that ends in @gmail.com, @yahoo.com, @hotmail.com, etc.
• Make an offer of employment without conducting multiple rounds of interviews face-to-face using secure video-conferencing technology.
• Ask candidates to cash checks to buy equipment on behalf of CaptivateIQ.
• Ask candidates to make a payment in order to be considered for a position.
• Make early requests for candidates' personal information such as date of birth, passport details, credit card numbers, bank details and social security number, etc.
• Please note that we’ll only ask for more sensitive personal information in connection with background checks after an offer is made.

CaptivateIQ participates in E-Verify, web-based system that allows enrolled employers to confirm the eligibility of their employees to work in the United States