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Head of FP&A

airSlateWorkflow Automation, company
Boston, United StatesDirector
Morgan Stanley
General Catalyst logo
General Catalyst
Highsage
G Squared
UiPath Ventures
Silicon Valley Bank logo
Silicon Valley Bank
Finance

About the role

TL;DR

Lead FP&A transformation, leveraging AI and data to drive strategic financial insights and partnerships.

  • airSlate is seeking a Head of FP&A to lead a strategic transformation of its financial planning and analysis function.
  • This role will reimagine FP&A processes using AI and data warehousing to drive scalable insights and become a true strategic partner to the business.
  • Key Responsibilities Lead the end-to-end transformation of FP&A workflows, migrating data from spreadsheets to the data warehouse.
  • Own revenue planning, headcount planning, and the annual budget/forecasting cycles.
  • Serve as the primary financial partner to GMs and department heads, driving planning and resource allocation decisions.
  • Build and develop the FP&A team, fostering a culture of ownership and proactivity.
  • Requirements 7-12+ years of progressive finance experience, including FP&A leadership in a SaaS or recurring-revenue environment.
  • Demonstrated track record of process transformation and redesigning workflows from first principles.
  • Strong command of SaaS unit economics and comfort operating with imperfect data.
  • Hands-on experience with AI/LLM tools or a strong appetite to learn and experiment.
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Required skills

FP&ASQLSnowflakeBigQueryPythonAWSGoogle CloudAzureFinancial ModelingRevenue ForecastingUnit Economics

Nice-to-have skills

LookerTableauSalesforce

Domain expertise

productivityai

Tech stack

ExcelSQLSnowflakeBigQueryPythonAWSGoogle CloudAzureLookerTableauSalesforce

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