Job Description

Locations

• San Francisco, United States

Salary

Skills Required

• Project managementintermediate
• Program managementintermediate
• Stakeholder managementintermediate
• Collaborationintermediate
• Executive presenceintermediate
• Communicationintermediate
• Systems thinkingintermediate
• Change managementintermediate
• Financial planningintermediate
• Budgetingintermediate
• Forecastingintermediate
• Management reportingintermediate
• Financial modelingintermediate
• Jiraintermediate
• Confluenceintermediate

Required Qualifications

• Minimum of 7-10+ years of experience in FP&A, finance operations, project management, or other finance delivery roles. (experience)
• Deep familiarity with FP&A process areas/operations (e.g., budgeting, forecasting, management reporting, financial modeling) and FP&A delivery across operating model components. (experience)
• Combination of project management and delivery experience in large-scale FP&A or Finance PMO Organization, with knowledge of detailed design, implementation, and project management methodologies, as well as change management approaches. (experience)
• Highly organized with the ability to manage multiple moving parts of a project across resources, timelines, deliverables, and RAID tracking. (experience)
• Consistent record of motivating and managing change while influencing across various stakeholder groups, departments, and levels. (experience)
• Outstanding executive presence, stakeholder management and collaboration skills with the ability to drive clarity in fast-changing environments. (experience)
• Strong written and verbal communication skills to summarize complex project updates to key themes, risks, and actions. (experience)
• Demonstrated ability to navigate ambiguity, adapt to shifting priorities, handle and prioritize competing responsibilities, and deliver incremental value. (experience)
• Ownership mentality, excels when challenging the status quo, developing new strategic/operational direction, and is comfortable with Long Range Planning (LRP) efforts. (experience)
• Experience working with Project and Portfolio Management tools such as Jira, Confluence, or similar. (experience)

Preferred Qualifications

• Technology or Software / SaaS industry experience. (experience)
• Experience with Atlassian suite of solutions (and developing best practices). (experience)
• Proven experience leading large-scale, cross-functional FP&A or finance programs with measurable impact. (experience)
• Understanding of business operations, trends, and best practices, particularly within FP&A and Finance Operations. (experience)
• Experience in communications (e.g., executive, stakeholder comms) preferred. (experience)

Responsibilities

• Lead the end-to-end project management for key FP&A initiatives, with a primary focus on the Long Range Planning (LRP) process.
• Support planning, execution, and continuous improvement of LRP direction with FP&A leadership, ensuring alignment with business goals and executive expectations.
• Own the project governance and delivery framework for LRP and other FP&A programs. Develop detailed roadmaps, project plans, timelines, templates, and deliverables to establish best-in-class governance and transparency.
• Coordinate with cross-functional teams—including FP&A, Accounting, Business Partners, RevOps, and other stakeholders—to achieve LRP milestones and deliver results. Facilitate collaboration and clarity across all phases of the planning cycle.
• Drive process improvements to support teams delivering financial planning, budgeting, forecasting, management reporting, and provide implementation support as needed. Identify, communicate and implement enhancements to the LRP process and related FP&A activities in alignment with FP&A business team’s guidance.
• Own the project communications strategy for LRP and FP&A programs, including contributing to executive-level updates, status reporting, and ongoing governance cadences (e.g., MBRs, QBRs). Ensure stakeholders are informed and engaged throughout the planning cycle.
• Develop meaningful executive updates in partnership with Senior Leadership around impacted metrics, project benefits, and OKRs across the FP&A project portfolio. Synthesize complex information into actionable insights for leadership.
• Apply systems thinking to assess the interconnectedness of people, processes, and technology within FP&A, especially as it relates to LRP. Address dependencies holistically and identify themes and patterns across projects to uncover opportunities for improvement.
• Establish structure and momentum from ambiguity, creating clarity and actionable plans for stakeholders and teams. Work closely with project sponsors, leads, cross-functional teams, and other project managers to ensure successful LRP execution.
• Ensure consistent ongoing clarity around scope, deliverables, resources, risks, and decisions to establish operational excellence across FP&A governance activities.
• Champion continuous improvement and project delivery excellence in all FP&A-related initiatives, with a focus on supporting and optimizing the LRP process.

Benefits

• general: Health and wellbeing resources
• general: Paid volunteer days
• general: Wide range of perks and benefits designed to support you, your family and to help you engage with your local community

Tags & Categories