FP&A Manager, EPD

About Dialpad
Dialpad is the leading Ai-powered customer communications platform, transforming how businesses communicate with their customers. More than 50,000 companies around the globe — including Netflix, RE/MAX, Uber, Randstad, and Tractor Supply — rely on Dialpad to build stronger customer connections using real-time, Ai-driven insights. Visit dialpad.com to learn more.

Being a Dialer
At Dialpad, you’ll be part of a collaborative team working toward our shared mission of making our customers and their employees wildly successful. We believe that every conversation matters, and we're elevating each one with a platform that drives real-time insights and automation for our customers.

We thrive on continuous evolution, where every employee leverages industry-leading Ai to constantly refine our platform and our own skills. We seek individuals who not only meet our high standards but go beyond them. Our ambition is significant, and achieving it requires a team that operates at the highest level. We look for individuals who are not just ambitious but who also possess the traits that are fundamental to our success: Scrappy, Curious, Optimistic, Persistent, and Empathetic.

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.