Responsibilities
- Own the monthly forecast and annual planning: Lead forecasting, budgeting, and long-range planning for R&D headcount and spend, ensuring plans reflect company strategy and investment priorities.
- Maintain forecast integrity: Ensure R&D forecasts remain current, well-documented, and internally consistent as hiring plans and spending assumptions evolve.
- Partner closely with R&D leadership: Serve as the primary finance partner to R&D leaders, supporting headcount planning, investment decisions, and day-to-day financial questions.
- Support ad hoc and scenario analysis: Build flexible analyses and scenarios to answer evolving business questions, assess tradeoffs, and support decision-making across R&D.
- Improve processes and systems: Drive reporting consistency and simplification, leveraging Anaplan and provisioned corporate AI tools to build a scalable, single source of truth for R&D headcount and financials.
Requirements
- You have a bachelor’s degree in finance, accounting, economics, or equivalent experience.
- 3+ years of experience in financial analysis, with a focus on expenses and headcount.
- A strong accounting foundation, with hands-on experience in managing accruals and expense recognition.
- Experience with budget vs. actual reconciliation, financial reporting and forecasting
- Proficient in Excel with hands-on experience building and enhancing financial models
Nice to Have
- Experience in SaaS business models, metrics, and financial drivers
- Experience using Anaplan, Netsuite, and/or Salesforce
- Experience using corporate AI tools
