Finance Manager

Finance Manager

Hi, I'm Will, Head of Strategic Finance and Analytics at Customer.io, and I'm looking for a new Finance leader to join our team!

As the first dedicated member of the FP&A team, you’ll own our planning and forecasting processes - partnering with the rest of the Finance organization and leaders across the company. You will help us make better business decisions, plan for contingencies, and predict the downstream impacts of changes we’re considering to our products and services. You’ll also shape how our Finance team evolves as the company continues to grow.

You'll be a consultant and trusted advisor to folks across our Finance, People, Product, Engineering, Marketing, Sales and Customers Teams. By helping stakeholders across the business think through the financial and business impacts of their decisions, you’ll help us move smarter and faster. While data and financial analysis helps inform many decisions at Customer.io, it’s one factor alongside other things like customer research, our experience, and intuition. You won’t find us running endless analyses before we make decisions and you’ll be helping us make decisions that matter.

Our current financial forecasting is done through a mix of SaaS tools, Google Sheets, and Excel. We gather non-financial business data, e.g. trials, demos, sales calls, etc, in our Snowflake data warehouse and use that to power some of our historical reporting and go-forward forecasting. We’re a remote-first company so being able to operate independently and on your own initiative is crucial.

• Own the bottoms-up development of the 3-statement financial model, resource planning analysis, and ad hoc strategic finance projects.
• Support the CFO and CEO in assembling Board and investor packets.
• Partner with the leadership team to provide insights, identify risks and opportunities, inform decision-making, and achieve business goals. For example:
  • Help our Product team understand the expected ROI of an upcoming sprint.
  • Help our Customers team understand the value of Customer Success Managers.
  • Help our Leadership team understand the financial impact of adding a new product squad.
• Work with the Accounting team to assemble monthly financial performance packets to share with the leadership team.

• An independent problem-solver, but aren’t afraid to ask for help or collaboration when you need to.
• Self-motivated, curious, inquisitive, and constantly seeking to understand how things work and fit together.
• Exceptional financial modeling skills and business acumen.
• You have experience in high-growth environments with the ability to influence across all levels of an organization.
• You have a deep understanding of SaaS financials, metrics, and financial business drivers.
• You work with a sense of urgency through ambiguities with a desire to consistently raise the bar.
• A strong communicator - particularly in written form since clear writing will be important to sharing your insights with others across our distributed team.
• Empathetic and able to put yourself into the shoes of your stakeholders to better understand what they care about and help them answer the questions they may not yet know they need to ask.
• Based in UTC -4 to -7 (North or South America) to maximize working hours overlap.

• 6-8 years of relevant, progressive finance experience. Prior investment banking, corporate development, or management consulting experience preferred.
• An experienced leader who has mentored and developed others during their career.
• An exceptional storyteller who can communicate complex analyses in digestible ways to a non-financially fluent audience.
• Someone who will help business leaders see around corners and drive impactful change to the business.
• You have partnered with analytics or data teams before.

Ideally, but not required...

• You’ve been a people manager before
• You’ve worked with SaaS forecasting tools like Anaplan, Workday Adaptive Planning, Planful (Host Analytics) or Jirav
• You’re comfortable with SQL or another language that lets you interact with databases directly.

Our mission at Customer.io is to power automated communication that people like to receive. Today over 4,200 internet businesses use Customer.io to manage, send, and track performance of email, SMS, and push notifications. Unlike typical marketing platforms, Customer.io helps businesses increase relevance by using behavioral data: what people do or don’t do when logged in to a web or mobile app.

We are offering a starting salary of 130,000+ USD depending on experience and subject to market rate adjustment.

• Unlimited PTO - we recommend 20 vacation days (in addition to holidays and sick days) so that you can unwind, unplug, and recharge
• 100% medical, dental, vision, and supplemental insurance for you and your dependents
• 12 weeks paid parental leave - for birth, adoption, or foster care
• 401k retirement matching - up to 5% dollar for dollar match to retirement contributions
• Health and wellness allowance - Up to $200 USD per month that can be used for your healthy living needs, including gym membership, acupuncture, massage, or bike repairs
• Home office stipend - Up to $2,000 USD to help you get your home office set up so you can do your best work
• Internet + cell phone reimbursement - Up to $200 USD per month for your internet and cell phone plans
• Co-working space reimbursement - Up to $300 USD per month for those times you'd prefer to work in a co-working environment
• Learning + development - Up to $2,000 USD reimbursement per year to use on conferences, books, classes, or workshops - anything that will help you develop your skills
• 1 month paid sabbatical after four years at Customer.io - to treat yourself to a vacation, or spend however you choose
• 1 annual company retreat per year and opportunities to meet in smaller groups throughout the year
• Flexible schedule, work anywhere you want! - as long as you have a reliable internet connection and some overlapping work time with your manager, you can work where and when you want

All final candidates will be asked to complete an employment and education verification authorization form (which allows us to verify your job history and education listed on your resume) as part of our pre-employment process.

Customer.io recognizes the stifling impact of systemic injustice on diverse communities. We commit to using our influence to increase inclusion and equity within the tech industry. We strive to build an inclusive team culture, implement bias-free hiring practices, and develop community partnerships to expand our global impact.

Check out our careers page for more information about why you should come work with us! We are passionate about our core values of Empathy, Transparency, Responsibility, and Awkwardness and are looking for new coworkers to share and build that passion!

Apply at the link below by 5pm PST October 9th and tell us why you're interested in the position! In your cover letter, be sure to tell us your favorite excel function. There is no advantage to applying early so put your best foot forward. We plan to respond to all applicants by October 12th with a status update about your application.

Here's what you can expect from our hiring process:

1. 30 minute video call with a Recruiter

2. 30 - 45 minute video call with the Hiring Manager

3. Take Home Assignment

4. Assignment Review Call with two potential team members

5. Final Interview