About the team
Dialpad is seeking an FP&A Manager to join our team and play a crucial role in financial planning, forecasting, and analysis. This position will partner with our Engineering, Product, and Design teams (EPD), collaborating with senior management, operational teams, engineering teams, and others to provide data-driven insights that support strategic decision-making.
Dialpad’s FP&A Manager, EPD will play a key role in shaping the company’s growth strategy by driving financial planning, forecasting, and strategic analysis across go-to-market functions.
The ideal candidate should have substantial experience working with fast-growing organizations and familiarity with a SaaS business model. Additionally, they will bring exceptional analytical skills, strong communication skills, and a keen attention to detail.
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, and what-if scenarios
- Lead annual budgeting activities for the EPD team
- Conduct monthly budget reviews with Senior EPD Leadership
- Provide CEO and executive leadership with product and feature adoption & related revenue analysis, ROI insights on team staffing levels, integrations, and systems
- Partner with all levels of management to gather, summarize, and prepare recommendations regarding financial plans, trended future requirements, and operating forecasts
- 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
