Lead - FP&A

2 Months ago • 4-6 Years • Financial Analysis

Job Summary

Job Description

The FP&A Lead will be a strategic finance business partner, working closely with the CFO or Finance Head on financial planning, budgeting, forecasting, scenario modeling, management information systems (MIS), and performance analytics. This role involves driving data-driven decision-making across the organization, building planning infrastructure, and regularly interfacing with product, sales, marketing, and delivery teams. The responsibilities include building annual and quarterly planning cycles, creating financial models, owning department-level budgeting exercises, performing variance analysis, tracking SaaS KPIs, building dashboards and financial scorecards, utilizing AI for automation, driving automation using tools, building LIVE data models, and preparing materials for investors and the board.
Must have:
  • 4-6 years in FP&A, SaaS or AI/Tech
  • Advanced Excel and financial modeling skills
  • Proficiency in SaaS metrics
  • Knowledge of Power BI/Tableau and Salesforce
Good to have:
  • Experience in a $10M–$50M ARR environment
  • Familiarity with the US market
  • AI tool knowledge

Job Details

interface.ai is the industry's-leading specialized AI provider for banks and credit unions, serving over 100 financial institutions. The company's integrated AI platform offers a unified banking experience through voice, chat, and employee-assisting solutions, enhanced by cutting-edge proprietary Generative AI.

Our mission is clear: to transform the banking experience so every consumer enjoys hyper-personalized, secure, and seamless interactions, while improving operational efficiencies and driving revenue growth.

interface.ai offers pre-trained, domain-specific AI solutions that are easy to integrate, scale, and manage, both in-branch and online. Combining this with deep industry expertise, interface.ai is the AI solution for banks and credit unions that want to deliver exceptional experiences and stay at the forefront of AI innovation.

Role – FP&A Lead

The FP&A Lead will be a strategic finance business partner and work with the CFO / Finance Head responsible for financial planning, budgeting, forecasting, scenario modeling, MIS and performance analytics. You will drive data-driven decision-making across the organization, build planning infrastructure, and interface regularly with product, sales, marketing, and delivery teams

What You’ll Do 

  1. Strategic Planning & Forecasting
  • Build annual and quarterly planning cycles: AOP and QOP, 2-3 year strategic plans, forecasts etc
  • Build financial models for various scenarios with key drivers like  (ARR growth, pricing strategy, GTM expansion, product-led growth)
  1. Budgeting & Variance Analysis
  • Own department-level budgeting exercise for Product, Engineering, Sales, Marketing, and Customer Success
  • Perform monthly / Quarterly variance analysis (Plan vs Actual), highlighting key drivers
  1. SaaS Metrics Ownership
  • Track and report key SaaS KPIs (ARR, NRR, CAC, LTV, Payback, RPE, Gross Margin, Net Retention)
  • Build dashboards (Power BI/Tableau) and financial scorecards for leadership
  • Utilise AI to automate certain functions/needs from an FP&A perspective
  1. Data Infrastructure & Systems
  • Drive automation using tools which streamline process and make them faster
  • Build LIVE data models using ARR, Contracts, Success ratios etc to showcase current state and future state helping leaders to make decisions
  1. Investor & Board Support
  • Compile and prepare board decks, investor presentations, and fundraising support material
  • Collaborate on valuation, due diligence, and financial narratives        

Expertise eligibility requirements

  • Minimum 4-6 years in FP&A, with at least 2-3 years in SaaS or AI/Tech companies
  • Advanced excel knowledge, financial modeling and Proficiency in SaaS metrics is a must
  • Knowledge of Power BI/Tableau, Salesforce is required
  • Experience in a $10M–$50M ARR environment is highly preferred
  • Familiarity with US market is a plus
  • AI tool knowledge shall be a plus

 

#LI-SS1  #LI-Remote

At interface.ai, we are committed to providing an inclusive and welcoming environment for all employees and applicants. We celebrate diversity and believe it is critical to our success as a company. We do not  discriminate on the basis of race, color, religion, national origin, age, sex, gender identity, gender expression, sexual orientation, marital status, veteran status, disability status, or any other legally protected status. All employment decisions at Interface.ai are based on business needs, job requirements, and individual qualifications. We strive to create a culture that values and respects each person's unique perspective and contributions. We encourage all qualified individuals to apply for employment opportunities with Interface.ai and are committed to ensuring that our hiring process is inclusive and accessible.

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About The Company

Interface AI is a leading Conversational AI SaaS company focused on providing cutting-edge solutions to the financial services industry. We serve close to 100 financial institutions today. We are one of the fastest-growing AI + financial technology companies in the industry, and we were recently featured as one of the top 100 fastest-growing fintech companies in Silicon Valley. Our mission is to empower every financial institution to scale efficiently and help its customers achieve financial wellness.

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