is transforming the way businesses handle customer communications. Through a powerful combination of AI and live agents we deliver 24/7 receptionist and chat services that convert leads delight customers and protect time for SMB business owners and operators. Were a mission-driven team excited to utilize cutting-edge technologies and passionate about modernizing client communication and scaling high-performance service.
The Role
We are seeking a FP&A Manager who thrives in high-growth SaaS environments. This role is responsible for leading core financial planning and analysis functions developing and maintaining forecasting models and ensuring leadership has visibility into key performance metrics. You will play a central role in helping shape strategic decisions by providing accurate actionable insights.
The role will work cross-functionally with sales marketing operations and product teams to analyze performance model outcomes and guide planning. This position reports directly to the VP of Finance.
Build and maintain dynamic financial models for revenue expenses headcount and cash flow.
Lead annual and quarterly forecasting cycles including scenario modeling for growth initiatives.
Analyze budget vs. actuals and provide actionable recommendations to leadership.
Own company-wide SaaS metric definitions (MRR CAC LTV churn NRR) and ensure consistent reporting.
Deliver clear data-driven insights for board and investor reporting packages.
Partner with GTM and product leadership to connect operational performance to financial outcomes.
Conduct deep-dive analyses to uncover drivers of growth retention and margin expansion.
Present financial and operational insights to C-level executives and department leaders.
58 years of experience in FP&A strategic finance or related roles in SaaS or high-growth tech.
Experience at a high-growth company with significant 8 figure recurring revenue.
Proven track record supporting at least a Series A fundraise; Series B or later experience strongly preferred.
Advanced Excel/Google Sheets modeling skills including scenario and sensitivity analysis.
Strong understanding of SaaS metrics and unit economics.
Excellent communication and presentation skills; able to influence cross-functional stakeholders.
High attention to detail with a focus on data accuracy and reliability.
Familiarity with Salesforce or other CRM platforms for pipeline analysis.
Experience with product-led growth funnels and customer journey analytics.
Why Youll Love Working Here
Fully remote teamyou canwork from anywhere in the U.S. (at least within 3 hours of Pacific time).
Competitive compensation ($150180K depending on experience) plus equity.
Robust benefits package including medical dental vision 401(k) life insurance and unlimited FTO.
Work with passionate kind and driven teammates across the globe.
A mission that matters: Helping small businesses succeed in an AI-powered world.
Required Experience:
Senior IC
Smith.ai combines AI and human intelligence to offer 24/7 customer engagement with live North America-based agents to capture and convert more leads.