Head of FP&A (Remote)

FP&A Manager
United States (Remote)
Reachdesk is the first truly end-to-end SaaS global gifting and swag platform, helping B2B companies create meaningful connections with prospects, customers, and employees while driving measurable ROI.
We believe gifting is more than just a transaction: it's about building genuine human connections that fuel business growth. Whether you're engaging prospects, celebrating customers, or recognizing employees, our platform makes it easy to deliver personalized gifts, branded swag, and unforgettable event & brand experiences at scale through automated sourcing, storage, and global delivery.
Trusted by many of the most recognized names in technology and SaaS, Reachdesk integrates effortlessly with your marketing, sales, and HRIS tech stack and is powered by a world-class team with hubs in New York, London, and Lisbon.
We're growing and looking for an FP&A Manager to join us.
We are professionalizing the finance function and investing in the people, systems, and reporting that let the business scale with confidence.
This is a modern, data-driven FP&A seat. Alongside owning planning, forecasting, and the performance narrative, you will own the reporting and analytics that finance runs on and use automation and AI to do more with a lean team. If you enjoy combining financial storytelling with hands-on work in data and tools, this role is built for you.
Planning and analysis
Own the annual budget, quarterly reforecasts, and rolling cash and P&L forecasts.
Run budget-versus-actual and variance analysis, with clear commentary on drivers.
Develop unit economics and margin analysis by revenue stream, including gifting wallet and sourcing.
Data and analytics
Own the Reachdesk Performance Dashboard as the single, trusted view of company performance, keeping it accurate, current, and aligned to reported financials.
Own the reporting data layer that spans NetSuite, Salesforce, DealHub, and analytics tooling, so management reporting runs off one reconciled source of truth.
Partner with data owners across the business to specify finance's reporting, data, and integration requirements and to protect data quality.
Define and monitor the data integrity checks that keep forecasts and dashboards reliable as volumes scale.
Build and maintain self-service dashboards and reporting for finance and cross-functional stakeholders.
Apply AI tools to accelerate analysis, surface anomalies, and draft first-pass commentary.
Champion practical, controlled adoption of AI and automation within finance, with appropriate review and governance.

Five or more years in FP&A, corporate finance, or a closely related analytical role, ideally in SaaS or a multi-entity business.
Advanced financial modeling and a strong command of Excel or Google Sheets.
Hands-on data skills: SQL and BI or analytics tools, and comfort working across multiple source systems.
CRM and CPQ data (Salesforce, DealHub) an advantage.
Demonstrated use of automation and AI tools to improve finance or analytics workflows.
A bachelor's degree in finance, accounting, economics, data, or a related field.
Multi-currency consolidation and cross-border operations.
Integration tooling (for example Workato) and modern analytics platforms.
A finance or analytics certification (for example CFA, CMA, or an FP&A or data credential).
Competitive salary with generous stock options

• Medical, dental & vision insurance, including mental health support and fast access to care
• Flexible PTO that increases the longer you're with us, plus extra flexibility for life's unexpected moments
• Reachdesk believes that a diverse team helps us achieve our mission faster, and so we welcome applicants from all backgrounds.