Director, FP&A - San Francisco, United States - Tackle Ai

Tackle Ai San Francisco, United States

2 weeks ago

Description

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.

Nearly half of all working Americans are not saving enough for their future. Too often it's because they are employed by a company that doesn't offer a retirement plan.

Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.

We're a high-growth tech

company

changing the retirement industry. We've

raised $500M

and are backed by leading investors. Most recently, by funding from

BlackRock

as well as many other top investors: TPG (The Rise Fund) with SoftBank led our

Series D

, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and others.

About the role

The Revenue team at Human Interest encompasses Sales, Partnerships, Marketing, Customer Onboarding, and Customer Success.

The Director, GTM FP&A, will support the Revenue Leadership team in all FP&A activities such as the budget process, topline forecasting, expense management, sales capacity planning, and variance analyses.

In addition to being a strategic thought partner to the Revenue leadership team as the company prepares to IPO, GTM FP&A will be responsible for improving our reporting and forecasting capabilities, offer data-driven insights and recommendations, and provide financial oversight to ensure headcount and expense stay on plan.

What you get to do every

day

Own the FP&A support for our Revenue teams, along with financial and headcount planning, performance reporting, and partnering with the CRO and their direct reports.

Ruthlessly drive sales efficiency in partnership with Revenue, Finance, and Data Science.

Develop the GTM operating model as we scale

Identify, define, and drive analyses to promote a deep and holistic understanding of business metrics, growth drivers, trends, and improvement opportunities

Lead the monthly, quarterly, and annual FP&A processes for the Revenue organization, including management reporting, variance analysis, forecasting, and scenario planning

Support Corporate FP&A in implementing a new financial planning tool

Act as the strategic thought partner to the Revenue Organization, helping to identify, scope, and execute upon new initiatives

Support IPO readiness through managing financial metrics and benchmarks, preparation of supporting materials for internal and external stakeholders

Develop and mentor GTM Manager (one direct report)

What you bring to the role

GTM Finance experience at a high-growth startup, including deep familiarity with SaaS metrics and models

Excellent communication skills - ability to distill complex ideas into the "so what" and to influence across functions and levels in the company as well as with external partners

Attention to detail and accuracy, coupled with big picture strategy

Comfort with ambiguity:
ability to balance multiple priorities at speed

Intellectual curiosity:
you take a proactive approach to solving known problems and to finding the white space around you

Nice to have:
Experience with the IPO process and/or public companies

Experience with Salesforce, Tableau, Snowflake, planning tools

Why you will love working at Human Interest

Mission

Highly collaborative startup dedicated to supporting employee engagement and growth.

It's an opportunity to help solve one of the biggest unsolved problems in America:
saving for retirement.

Culture

Our operating principles define how we come together as a team to do our work. They reflect Human Interest's unique view on what's important and what's right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest.

Customer obsession

Long-term orientation

Autonomous and accountable teams

An escalating bar for talent and performance

Fundamental optimism

Read more

Compensation

At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the US. The base salary for this position spans $180,000 $230,000 and represents the minimum in our lowest geographic region to a maximumin our highest geographic region. The salary that we offer to a new employee within this range is based on their location within the US, their relevant jobrelated skills, and experience. At Human Interest, base salary is one component of the overall Total Rewards package. Depending on the position, additional compensation components such as bonus, commission, and equity may be offered. All of our employees are offered a robust suite of physical, financial and mental wellness benefits.

Benefits

A great 401(k) plan: Our own Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees

Top-of-the-line health plans, as well as dental and vision insurance

Generous PTO and parental leave policies

Addition Wealth - Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness

Lyra - Enhanced Mental Health Support for Employees and dependents

Carrot - Fertility healthcare and family forming benefits

Candidly - Student loan resource to help you and your family plan, borrow, and repay student debt

Monthly work-from-home stipend; quarterly lifestyle stipend

Employee Resource Groups including Veterans, Lift Ev'ry Voice, Pride, LatinX, Families, and Women in Tech

Fun online and regional events and celebrations and department and company offsites

We're a great place to work

(but don't take our word for it)

Here's a list of our awards and accolades:

Best Places to Work by Built In

Certified as a Great Place To Work

A Top Company by Y Combinator

America's Best Startup Employers by Forbes

Inc. Fastest Growing Companies

Human Interest is an equal opportunity employer.

All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws.

Human Interest employees must adhere to the Company's security policies and Code of Ethics.

Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates.

We will not consider resumes from vendors including and without limitation search firms, staffing agencies, fee-based referral services, and recruiting agencies.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records. We comply with

CCPA
guidelines

See more:
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Director, FP&A - San Francisco, United States - Tackle Ai

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