Hi, I’m Nicole, Director of Finance at Customer.io, and I’m looking for a strategic Finance Manager to join our team and own the end-to-end financial planning and analysis that powers our growth. In this role, you’ll partner with Sales, Marketing, and senior leadership to shape forecasting, reporting, and strategic initiatives—turning data into insights that drive decisions at the highest levels. If you’re energized by building robust models, translating complex metrics into clear narratives, and mentoring rising FP&A talent, we’d love to hear from you!

Some things you’ll do

Own full-cycle ARR forecasting. Partner with Sales and Marketing leadership to model pipeline, churn, and expansion across both self-serve and sales-led channels.
Design and scale financial models. Build, maintain, and continuously improve our consolidated P&L, balance sheet, cash flow, and SaaS-metrics forecasts so they flex with our business.
Lead annual and long-range planning. Drive scenario analytics, identify growth levers, and collaborate on strategic initiatives that unlock new opportunities.
Deliver executive and board reporting. Craft monthly, quarterly, and ad hoc strategic presentations with clear narratives, actionable insights, and compelling visuals.
Champion cross-functional collaboration. Translate business priorities into financial impact, advise on investment trade-offs, and help teams understand the “why” behind the numbers.
Ensure data integrity. Own QA, reconciliation, and process improvements that make our forecasting and reporting rock-solid.
Mentor and develop FP&A talent. Coach junior team members today, and prepare to lead direct reports as our team grows tomorrow.

About you

You’re a strategic thinker who loves diving into details—whether you’re architecting complex models or telling the story behind the numbers.
You thrive in a fast-moving SaaS environment, balancing speed with rigor and adapting your processes as our business evolves.
You’re a clear communicator, able to distill sophisticated analyses into concise recommendations for executives, board members, and cross-functional partners.
You’re proactive and autonomous, spotting opportunities in ambiguity and driving change from Day One.
You embrace new tools and technologies, experimenting with AI/ML workflows (ChatGPT, Gemini, etc.) to boost productivity and insight.

What we’re looking for

6–8+ years of experience in FP&A, investment banking, private equity, or consulting, with a track record of progression into senior roles.
Deep B2B SaaS fluency, including expert knowledge of ARR, retention, CAC, LTV, and pipeline analytics.
Mastery of financial modeling, with the ability to build scalable Excel/Google Sheets models that evolve over time.
Proven experience driving annual planning processes and delivering executive-level reports.
Bachelor’s degree in Finance, Accounting, Economics, or a related field (advanced degree a plus).

Nice-to-have

Hands-on experience with enterprise FP&A platforms (Drivetrain, Mosaic, Adaptive, Anaplan, etc.)
Familiarity with ERP, CRM, and HRIS systems to streamline data flows
Board-level exposure and comfort presenting to executive audiences

If you’re passionate about turning data into strategy and mentoring the next generation of finance leaders, we can’t wait to meet you!

Finance Manager

Anywhere in the world

Remote

Senior

Customer.io