Manager, FP&A

Job Description

Workato is seeking a highly motivated and detail-oriented FP&A Manager to join their Finance team. This role will specifically support Workato's Sales and Marketing departments, providing critical financial insights and analysis to drive strategic decision-making. The ideal candidate will have a strong background in financial planning, analysis, and reporting, with a keen understanding of sales and marketing dynamics.In this role, the candidate will be responsible for:

• Developing and maintaining financial models to support sales and marketing forecasts, budgets, and long-term plans.
• Analyzing financial performance against key business metrics.
• Collaborating with Sales and Marketing teams to prepare annual budgets and periodic forecasts.
• Preparing and distributing monthly, quarterly, and annual financial reports for Sales and Marketing departments.
• Conducting ad-hoc financial analysis to support strategic initiatives.
• Working closely with Sales, Marketing, and other cross-functional teams to gather relevant data and insights.
• Identifying and implementing process improvements to enhance the efficiency and effectiveness of financial planning and analysis activities.

Requirements for this role include:

• Bachelor’s degree in Finance, Accounting, or a related field.
• 4-6 years of experience in financial planning and analysis, preferably with a focus on Sales and Marketing.
• Proficiency in financial modeling and advanced Excel skills.
• Experience with financial planning software Anaplan and ERP system NetSuite is preferred.
• Strong analytical skills with the ability to interpret complex financial data and provide actionable insights.
• Excellent communication and presentation skills.
• Strong attention to detail and organizational skills.
• Ability to work independently and as part of a team in a fast-paced, dynamic environment.

Workato offers:

• A vibrant and dynamic work environment.
• A flexible, trust-oriented culture.
• Benefits, perks and equity.