Your role
As a FP&A Manager, EPD you’ll partner with Engineering, Product, and Design leaders to provide data-driven insights, financial analyses that optimize resource allocation and margins, and assess ROI on product and feature development. By monitoring and influencing key metrics such as Gross Margin, utilization, R&D investment, and providing decision support, this role will enhance profitability, ensure optimal return on strategic investments, and fuel Dialpad’s growth.
This position reports to our Head of FP&A and has the opportunity to be based in our Vancouver or Austin Offices.
What you’ll do
- Financial modeling, including budgeting, reporting, what-if scenarios.
- Lead annual budgeting activities for the EPD team.
- Conduct monthly budget reviews with Senior EPD Leadership.
- Partner with all levels of management to gather, summarize and prepare recommendations regarding financial plans, trended future requirements and operating forcasts.
- Present data in cohesive reports that provide clear communication.
- Conduct and prepare special studies to analyze complex financial actions and prepare recommendations.
- Analyze financial information to determine present and future financial performance.
- Assist with other projects as needed.
Skills you’ll bring
- Bachelor's degree in Accounting or Finance.
- At least 5 years of combined accounting and FP&A experience; experience supporting EPD organizations strongly preferred; Saas experience strongly preferred.
- Proficiency in working in Google Workspace, and advanced skills in Google Sheets or Excel.
- Strong modeling background, including financial analysis and monthly reporting.
- Preferably experience with FP&A/forecasting tools including Adaptive and Anaplan.
