Financial Planning & Analysis Lead

The role

You will own the financial model, forecast, and planning cycle while shaping a modern FP&A function. You will perform subscription and revenue modeling, board reporting, and design automated workflows using AI.

What you will do

• Own the modeling and mechanics of the company-wide forecast
• Build driver-based and scenario models
• Own modeling of billings, deferred revenue, and cash
• Analyze renewal rates, churn, subscriber mix, and cohort behavior
• Partner cross-functionally on CAC/LTV analysis and unit economics
• Build financial analysis and materials for board meetings
• Design the FP&A data and automation layer using AI
• Redesign recurring workflows with automation and AI
• Drive innovation by integrating AI and emerging technologies
• Deliver ad hoc analyses and reporting

Required qualifications

• 6-10 years of experience in FP&A or corporate finance
• Experience rebuilding a recurring finance process with AI or automation
• Knowledge of where AI is reliable in finance
• Fluency in subscription and SaaS metrics (ARR, churn, renewal rates, CAC, LTV)
• Ability to build a driver-based, three-statement model from scratch
• Comfort with SQL or Python, or a demonstrated willingness to learn

Nice to have

• Experience modeling headcount and operating expenses alongside revenue
• Background in FP&A tooling beyond Excel (Adaptive Insights, Anaplan, Power BI, or similar)
• Experience supporting board reporting or fundraising materials directly

Benefits

• Fully paid health insurance for individual coverage
• 16 weeks paid parental leave for non-birthing parents
• 22 weeks paid maternity leave for birthing parents
• Unlimited flexible time off
• Stock options
• 401(k) match (US employees only)
• $1,000 annual stipend for learning and development

About the company

Flodesk is an email marketing company built to help entrepreneurs sell online and design emails. It is a remote-first company with a globally distributed team.