Senior FP&A Manager

Senior FP&A Manager

Palo Alto, California; San Francisco, California

Why Join Us?

Ultimately, Workato believes in fostering a flexible, trust-oriented culture that empowers everyone to take full ownership of their roles. We are driven by innovation and looking for team players who want to actively build our company. But, we also believe in balancing productivity with self-care. That's why we offer all of our employees a vibrant and dynamic work environment along with a multitude of benefits they can enjoy inside and outside of their work lives. If this sounds right up your alley, please submit an application. We look forward to getting to know you! Also, feel free to check out why:

• Business Insider named us an "enterprise startup to bet your career on"
• Forbes' Cloud 100 recognized us as one of the top 100 private cloud companies in the world
• Deloitte Tech Fast 500 ranked us as the 17th fastest growing tech company in the Bay Area, and 96th in North America
• Quartz ranked us the #1 best company for remote workers

Responsibilities

The Senior Manager, FP&A serves as the primary finance business partner supporting the Research & Development (R&D) and General & Administrative (G&A) organizations. This role provides strategic financial leadership to functional executives by driving planning, forecasting, investment analysis, and business decision support. The ideal candidate combines strong financial acumen with exceptional business partnering skills, enabling leaders to make informed decisions that optimize resource allocation while supporting the company's strategic objectives. This position partners closely with senior leaders across Engineering, Product Development, IT, Human Resources, Finance, Legal, Facilities, and other corporate functions to ensure financial plans align with operational priorities and long-term business strategy.

In this role, you will also be responsible to:

Strategic Business Partnership

• Serve as the trusted finance advisor to R&D and G&A executive leadership
• Partner with functional leaders to develop financial strategies that support business objectives and organizational growth
• Translate business initiatives into financial impacts and provide actionable recommendations to improve decision making
• Challenge assumptions and provide independent financial perspective on investments, hiring plans, and strategic initiatives

Financial Planning & Forecasting

• Lead annual operating plan, quarterly forecasts, and long-range planning for assigned business functions
• Develop and maintain headcount, compensation, and operating expense models
• Coordinate planning activities across multiple departments to ensure alignment with corporate financial objectives
• Evaluate resource allocation and recommend tradeoffs to maximize return on investment

Financial Analysis

• Deliver insightful analyses on spending trends, budget variances, workforce planning, and operating performance
• Develop business cases and financial models supporting new initiatives, technology investments, organizational changes, and capital expenditures
• Identify risks and opportunities through scenario modeling and sensitivity analyses
• Monitor key performance indicators and provide recommendations to improve operational and financial performance

Management Reporting

• Prepare monthly financial packages, executive dashboards, and presentations for senior leadership
• Clearly communicate financial performance, key drivers, emerging risks, and recommended actions
• Present findings and recommendations to executive management with confidence and clarity

Cross-Functional Collaboration

• Partner with Accounting during monthly and quarterly close activities to ensure accurate financial reporting
• Collaborate with HR on workforce planning, compensation analysis, and organizational modeling
• Work closely with Procurement and business leaders to improve vendor spend visibility and investment management
• Support Corporate FP&A in consolidated planning, reporting, and executive presentations

Process Improvement

• Drive continuous improvement of FP&A processes, forecasting methodologies, and financial reporting
• Improve financial transparency through automation, standardized reporting, and enhanced analytics
• Leverage planning and BI systems to increase forecasting accuracy and decision support capabilities
• Champion best practices in business partnering and financial management across supported organizations

Requirements

Qualifications / Experience / Technical Skills

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field
• 8+ years of progressive experience in FP&A, corporate finance, or strategic finance
• Demonstrated experience supporting R&D, Engineering, Product Development, or G&A organizations
• Advanced financial modeling, forecasting, and analytical skills
• Strong understanding of operating expense management, workforce planning, and budgeting
• Excellent executive communication and presentation skills
• Proven ability to influence cross-functional leaders without direct authority
• Advanced proficiency in Excel and PowerPoint

Preferred

• MBA and/or CPA preferred
• Experience in technology, software, semiconductor, biotechnology, or other innovation-driven industries
• Experience with enterprise planning systems such as Anaplan, Adaptive Planning, Oracle EPM, or SAP Analytics Cloud
• Familiarity with ERP platforms such as Oracle, SAP, NetSuite, or Workday Financials
• Experience using BI tools such as Sigma Computing, Tableau or Power BI

Key Competencies

• Strategic business partnership
• Executive presence and communication
• Financial modeling and analytics
• Forecasting and scenario planning
• Influencing and stakeholder management
• Data-driven decision making
• Process improvement and automation
• Problem solving and critical thinking
• Collaboration across matrixed organizations
• Continuous improvement mindset