About the job

Tipalti’s Finance team manages the company’s finances across its global operations and ensures that financial outcomes are optimized in line with our long-term growth strategy. Our relatively new Financial Planning and Analysis team is quickly expanding, and we are looking to add new members to ensure we meet the needs of our rapidly growing business. This particular role will be responsible for FP&A activities with a focus on expenses and driving decision making to support thoughtful and data-driven investment decision making as we continue to double down on our growth plans. On a regular basis, you can expect to work cross-functionally with stakeholders across the company, conduct monthly budget to actual variance analyses, build KPI driven dashboards and models and monitor spend. Core responsibilities will include financial forecasts, targets, annual plan, and Board of Director materials. Additionally, you will be involved in critical projects such as systems implementations, new product and geographic expansion initiatives, and evaluating potential M&A opportunities.

What you’ll do

• Lead the Corporate FP&A function by owning the company's financial consolidations, forecasting, and reporting to Senior Management and Board of Directors
• Manage the implementation and enhancement of our systems and processes to scale planning & reporting across teams and geographies
• Act as the go-to strategic partner for all G&A departments and working collaboratively with these groups to drive continuous improvement in initiatives like headcount and compensation planning, office strategy, and legal vendor management to translate company strategy into corresponding financial targets
• Design monthly and quarterly financial reports and dashboards with actionable insights and KPIs for department owners
• Proactively lead deep dive analytics and sharing your insights with relevant stakeholders to assist in optimizing expenses
• Participate in vital strategic finance initiatives including long range planning, competitive analysis, M&A, ad hoc projects

What you’ll need

• What you’ve learned:
• Bachelor's degree in Accounting or Finance preferred

• Your background includes:
• 4-6+ years of relevant work experience, ideally with both private and public companies
• Prior FP&A experience including driver-based planning, forecasting, reporting and 3 statement financial modeling

• Your skills include:
• Strong familiarity with ERP systems such as NetSuite, HRIS systems and forecasting tools such as Anaplan, Adaptive Insights, Planful, etc.
• Expert modeling skills and desire to continue to further develop knowledge base (e.g., SQL and data analytics tools)
• Excellent written and verbal communication skills; able to effectively communicate across departments and at all levels and partner and influence stakeholders
• A keen sense of ownership, and highly adaptable to a fast-changing and high growth environment

Bonus Points if:

• MBA or CPA
• SaaS, Fintech, or investment banking experience
• Grow through an IPO

The salary range for this position in CA is $155,000.00 - $170,000.00 USD