Your role

As a FP&A Manager, EPD you’ll partner with Engineering, Product, and Design leaders to provide data-driven insights, financial analyses that optimize resource allocation and margins, and assess ROI on product and feature development. By monitoring and influencing key metrics such as Gross Margin, utilization, R&D investment, and providing decision support, this role will enhance profitability, ensure optimal return on strategic investments, and fuel Dialpad’s growth.

This position reports to our Head of FP&A and has the opportunity to be based in our Vancouver or Austin Offices.

What you’ll do 

Financial modeling, including budgeting, reporting, what-if scenarios. Lead annual budgeting activities for the EPD team. Conduct monthly budget reviews with Senior EPD Leadership. Partner with all levels of management to gather, summarize and prepare recommendations regarding financial plans, trended future requirements and operating forcasts. Present data in cohesive reports that provide clear communication. Conduct and prepare special studies  to analyze complex financial actions and prepare recommendations. Analyze financial information to determine present and future financial performance. Assist with other projects as needed.

Skills you’ll bring 

Bachelor's degree in Accounting or Finance. At least 5 years of combined accounting and FP&A experience; experience supporting  EPD organizations strongly preferred; Saas experience strongly preferred. Proficiency in working in Google Workspace, and advanced skills in Google Sheets or Excel. Strong modeling background, including financial analysis and monthly reporting. Preferably experience with FP&A/forecasting tools including Adaptive and Anaplan.