Head of Financial Planning & Analysis

3 Weeks ago • 8 Years + • Financial Analysis

Job Summary

Job Description

Insider, a leading B2B SaaS company specializing in AI-native customer experience and marketing, is seeking a Head of FP&A. This role is pivotal in financial decision-making, leading the FP&A team to deliver accurate reporting, budgeting, and insightful financial analysis across all business units. Responsibilities include overseeing budgeting, forecasting, long-range planning, preparing global financial reports, partnering with auditors, providing financial narratives to investors and board members, identifying financial risks and opportunities, implementing scalable reporting tools, and mentoring the FP&A team. The role also involves supporting M&A assessments and capital allocation planning.
Must have:
  • Bachelor’s degree in Finance, Business, or Economics.
  • 8+ years of progressive experience in FP&A or finance.
  • Experience managing budgeting, forecasting, and reporting.
  • Strong analytical and communication skills.
  • Proven ability to lead and develop finance teams.
  • Excellent business judgment and ability to translate financial data.
  • Fluent in English and experience in fast-paced international environments.
Good to have:
  • Master’s degree or relevant certification (CPA, CFA).
  • Experience in a high-growth tech or SaaS environment.
  • Experience in financial audit.
  • Ability to coach and delegate effectively.
  • Structured, self-motivated, and able to thrive in ambiguity.
Perks:
  • International, diverse, and inclusive environment.
  • Opportunity to shape the future of customer experiences.
  • Access to hard and soft skill training.
  • Access to LinkedIn Learning platform.
  • Opportunity to share skills through training and workshops.
  • Free access to Blinkist, Masterclass, and Spotify.
  • Shareowner System.
  • Inclusive Private Health Insurance.
  • Food tickets.
  • Team activities.
  • No Dress Code.

Job Details

Before jumping in on all the information about the role and what you can bring to the table, let us introduce ourselves real quick.

About us

We are Insider, a B2B SaaS company that drives growth for its clients around the world. How are we achieving this? We are the #1 AI-native platform for Customer Experience and Marketing—offers marketers a single platform to deliver unique experiences per person, drive profitable growth, and unleash peak productivity and efficiency. Our platform connects data across channels, predicts future behavior with AI, and individualizes experiences from a single platform.

We have just celebrated our $500M Series E funding round, led by General Atlantic. Before this, we’ve unlocked unicorn status following our Series D round. We are backed by top-notch investors, including Sequoia Capital, QIA, Riverwood, and Endeavor Catalyst, and trusted by 1200+ brands from high-growth startups to the most prestigious Fortune 500 companies such as Samsung, Coca-Cola, Nike, L’Oreal, Singapore Airlines, Virgin, Nestle, Nissan, Lenovo, Puma, IKEA, Allianz, Dominos, CNN, and the list goes on.

Having unlocked unicorn status, Insider was congratulated for becoming one of the only woman-founded, women-led B2B SaaS unicorns in the world, to achieve $200M in CARR (Committed Annual Recurring Revenue). Insider was named a leader in The Forrester Wave for Cross-Channel Campaign Management 2021, and Leader in the IDC MarketScape: Worldwide Omnichannel Marketing Platforms for B2C Enterprises 2023 Assessment. The company has been recognized in The Top 1% of all software companies worldwide in G2’s 2024 Software Awards, and named in The Top 10 Best Software Products with the most #1 rankings alongside other software legends like Google, Zoom, and Monday.com. According to G2’s Spring’24 reports. Insider is also the #1 G2 Leader in 6+ categories, including Customer Data Platforms (CDP), Personalization Engines, Personalization Software, Mobile Marketing, Customer Journey Analytics, and e-commerce Personalization.

When our team founded Insider, they not only sought to create a product company but also to build the most socially progressive technology community in the world. Through our corporate social responsibility initiatives like 100Projects SheCodes, SheLeads, and SheMarkables, our community has committed to scaling its impact into our communities across 27+ countries, spearheading transformative projects in areas such as health, education, farming, animal rights, and increasing the proportional representation of women in STEM careers. 

Behind all these achievements, there is an exceptionally talented and passionate team across 27+ countries that moves fast and agile, creates cutting-edge products, and focuses on making an impact. If you want to join us on this journey, just keep reading.

As Head of FP&A at Insider, you will be at the heart of financial decision-making.

You will lead our FP&A team to deliver accurate reporting, thoughtful budgeting, and sharp financial insights across all business units.

Here’s what your day-to-day will look like:

  • You will oversee all budgeting, forecasting, and long-range planning processes, ensuring financial targets are aligned with our strategic goals.
  • You will manage the preparation and consolidation of monthly, quarterly, and annual reporting packages across our global entities.
  • You will partner closely with external auditors to ensure accurate and timely audit processes.
  • You will deliver clear, concise, and data-backed reporting to investors and board members, turning complex figures into compelling financial narratives.
  • You will identify risks and opportunities in financial performance and proactively drive course-corrective actions with leadership.
  • You will guide the design and implementation of scalable reporting tools and dashboards to support cross-functional visibility.
  • You will lead and grow the FP&A team, mentoring analysts and managers to become strategic business partners.
  • You will work closely with the CFO and executive team to support M&A assessments, scenario modeling, and capital allocation planning.

We’d love to hear from you if:

  • You have a Bachelor’s degree in Finance, Business, Economics, or a related field. A Master’s or relevant certification (CPA, CFA) is a plus.
  • You bring 8+ years of progressive experience in FP&A, finance business partnering, or financial audit — preferably in a high-growth tech or SaaS environment.
  • You have solid experience managing budgeting, forecasting, reporting, and financial consolidation processes across multiple entities or regions.
  • You’re a strategic thinker with strong analytical skills — you don’t just report numbers; you interpret and challenge them.
  • You’re confident communicating with senior stakeholders, including auditors, investors, and C-level executives.
  • You’ve successfully led and developed high-performing finance teams, with a proven ability to coach and delegate effectively.
  • You’re structured, self-motivated, and thrive in ambiguity — you can prioritize, execute, and pivot when needed.
  • You have excellent business judgment and can translate complex financial data into actionable insights.
  • You’re fluent in English and experienced in working across international teams in fast-paced environments.

While exporting our technology to the world, we offer you

  • A chance to work in an international, diverse, and inclusive environment
  • To be a part of an industry that’s shaping the future of customer experiences
  • Opportunity to be a part of different side projects depending on your interests
  • Access to many hard and soft skill training to help you improve and challenge yourself
  • Access to 16,000+ online courses taught by real-world professionals on the LinkedIn Learning platform to satisfy your hunger for knowledge.
  • Space to share your skills through training sessions and workshops if you wish. Sharing is caring!
  • Free access to exclusive platforms such as Blinkist, Masterclass, and Spotify
  • Chance to become a Shareowner with the "Shareowner System"
  • Inclusive Private Health Insurance
  • Food ticket to cover all the yummy food expenses monthly
  • The infamous team activities are bursting with fun. Check out: https://www.instagram.com/lifeatinsider/ 
  • No Dress Code!
What is it like to work at Insider?

Are you ready to go the extra mile to create an impact?
Do you want to be challenged with engaging work every day, pushing your boundaries?
Do you want to be surrounded by dedicated and passionate people who care about each other and the world we live in?
If all of your answers are yes, then you are in the right place.

We work together as a family to build this company. Everyone is expected to act like an owner and grow fast. We are a small and fast growing team from across the world and keep flat hierarchies for maximum impact. We are energized by broadening our scope of responsibility & horizon, are curious, and love stepping outside of our comfort zone. We know that hard work beats talent - an Insider combines both. We help each other, teach each other, and learn from each other. We believe that world-class performance is a byproduct of an empowered, well-trained, and happy team. We think positive and have a solution-oriented mindset - a problem is an opportunity to be explored.

We provide equal opportunity in a zero-discrimination workplace and not just welcome but also embrace everyone without regard to sex, race, color, nationality, religion, gender identity, sexual orientation, disability status, citizenship, or marital status.

Please follow Insider on LinkedIn, Instagram, Youtube, and Medium!

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