About Copado

Copado is the #1 DevOps Platform for Salesforce and the Cloud. We deliver an AI-enabled devops platform to enhance human’s ability to orchestrate  business application development in the agentic age to drive digital transformation for 1,500+ of the most innovative brands on the planet — from Coca-Cola to T-Mobile to Volkswagen. Our agentic platform unites non-technical admins and pro-code developers on the same system and empowers enterprises to scale end-to-end software delivery across multi-cloud environments.  We operate in a dynamic and competitive industry and our consistent growth reflects our continued commitment to innovation and customer success. 

As Head of Financial Planning and Analysis (FP&A), you will play a vital role in driving our financial strategy and ensuring the continued success of our organization.

Job Summary

We are seeking a highly skilled and experienced Head of FP&A to lead our financial planning and analysis efforts. In this role, you will be a critical thinker responsible for managing and overseeing the financial planning, budgeting, forecasting, and analysis processes of our company. You will work closely with cross-functional teams, including Finance, Sales and Revenue Operations, Strategic Services, Infrastructure and Data, Customer Success, Product and R&D, and Marketing.

Your focus will be to drive business value by supporting growth with efficient capital allocation,  defining and maintaining a single source of truth, providing insightful financial analysis, identifying key value drivers, and supporting strategic decision-making.

As a senior leader, you will also play a key role in mentoring and developing the FP&A team members.  The role reports directly to the CFO and has direct reports.

Key Responsibilities

Financial Planning and Forecasting

● Develop and maintain comprehensive financial models, forecasts, and budgets that align with the company's growth objectives and define its success.

● Collaborate with various stakeholders to set targets, assess financial performance, and provide recommendations for improvement.

Performance Reporting

● Prepare and present regular  financial reports including budget vs. actual and Revenue/SaaS metrics to senior leadership, board members, and investors.

● Highlight key insights, trends, and recommendations for improving financial performance.

Cross-function Collaboration

● Partner with different departments, including Revenue Operations, Sales, Operations, the office of the Chief Business Officer, and Marketing, to provide financial guidance, support decision-making, and drive operational efficiency.

● Act as a trusted advisor to business leaders, providing financial insights and recommendations.

Strategic Financial Analysis

● Conduct in-depth financial analysis, including variance analysis, scenario modeling, and sensitivity analysis.

● Identify trends, risks, and opportunities to support the company’s strategic goals from both  an organic and inorganic growth perspective.

Process Improvement and Innovation

● Actively invest in AI to continuously evaluate and improve financial planning and analysis processes, tools, and systems to enhance efficiency, accuracy, and scalability with a view to transaction readiness.

● Drive automation initiatives and use AI where beneficial to foster best practices and develop reporting and analysis activities.

Qualifications & Experience

Education and Experience:

• Bachelor's degree in Finance, Accounting, or a related field (MBA preferred).
• At least 6-8 years of progressive experience in financial planning and analysis within the SaaS industry.
• Strong understanding of SaaS business models, revenue recognition principles, and subscription-based metrics.
• CPA and/or early experience in public accounting is preferred, but not required .

Financial Acumen

● Demonstrated expertise in financial modeling, forecasting, budgeting, and analysis.

● Experience with multi-product SaaS revenue analytics. 

● Proven ability to interpret complex financial and operational data and distill key insights to drive decision-making.

Business Partnership

● Excellent collaboration and communication skills with the ability to build strong relationships with stakeholders at all levels.

● Proven experience partnering with cross-functional teams and influencing decision-making.

Strategic Thinking

● Ability to think strategically and provide valuable insights into the company's financial performance, growth opportunities, and risks.

● Experience in supporting strategic planning and M&A activities.

Leadership Skills

● Strong leadership abilities with the capability to inspire and motivate a team.

● Experience in managing and developing a team of financial professionals is highly desirable.

Analytical Skills

●  Exceptional analytical and problem-solving skills, coupled with a keen attention to detail.

●  Ability to define and maintain company-wide agreement on data. 

●  Proficiency in financial analysis tools and systems is required and specific experience with Salesforce, and Netsuite and business use of AI is highly valued. 

Adaptability

● Thrive in a fast-paced, high-growth environment.

Benefits

Copado offers a comprehensive benefits package, which includes:

• Competitive salary and performance-based bonuses.
• Comprehensive health, dental, and vision insurance.
• 401(k) Plan
• Paid Time Off
• Wellness Perks

Copado is Equal Employment Opportunity and Affirmative Action Employers. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Copado does not accept unsolicited headhunter and agency resumes. Copado will not pay any third-party agency or company that does not have a signed agreement with Copado.