About Workato

Workato transforms technology complexity into business opportunity. As the leader in enterprise orchestration, Workato helps businesses globally streamline operations by connecting data, processes, applications, and experiences. Its AI-powered platform enables teams to navigate complex workflows in real-time, driving efficiency and agility.

Trusted by a community of 400,000 global customers, Workato empowers organizations of every size to unlock new value and lead in today’s fast-changing world. Learn how Workato helps businesses of all sizes achieve more at workato.com.

Why join us?

Ultimately, Workato believes in fostering a flexible, trust-oriented culture that empowers everyone to take full ownership of their roles. We are driven by innovation and looking for team players who want to actively build our company. 

But, we also believe in balancing productivity with self-care. That’s why we offer all of our employees a vibrant and dynamic work environment along with a multitude of benefits they can enjoy inside and outside of their work lives. 

If this sounds right up your alley, please submit an application. We look forward to getting to know you!

Also, feel free to check out why:

• Business Insider named us an “enterprise startup to bet your career on”

• Forbes’ Cloud 100 recognized us as one of the top 100 private cloud companies in the world

• Deloitte Tech Fast 500 ranked us as the 17th fastest growing tech company in the Bay Area, and 96th in North America

• Quartz ranked us the #1 best company for remote workers

Responsibilities

We are seeking a highly motivated and detail-oriented FP&A Manager to join our Finance team. This role will specifically support our Sales and Marketing departments, providing critical financial insights and analysis to drive strategic decision-making. The ideal candidate will have a strong background in financial planning, analysis, and reporting, with a keen understanding of sales and marketing dynamics.

In this role, you will also be responsible to:

• Financial Planning & Analysis:

  • Develop and maintain financial models to support sales and marketing forecasts, budgets, and long-term plans.

  • Analyze financial performance against key business metrics and document pertinent financial highlights that will enable management to determine progress against budgets.

• Budgeting & Forecasting:

  • Collaborate with Sales and Marketing teams to prepare annual budgets and periodic forecasts.

  • Monitor and report on variances between actuals and budget/forecast, providing insights and recommendations for corrective actions.

• Reporting

  • Prepare and distribute monthly, quarterly, and annual financial reports for Sales and Marketing departments.

  • Develop and maintain dashboards and key performance indicators (KPIs) to track performance and support decision-making.

• Strategic Analysis

  • Conduct ad-hoc financial analysis to support strategic initiatives, including new product launches, market expansion, and promotional activities.

  • Evaluate the financial impact of marketing campaigns and sales initiatives, providing recommendations to optimize ROI.

• Cross-Functional Collaboration

  • Monitor and ensure that the costs associated with company-wide offsite events and travel expenditures comply with established policies.

  • Work closely with Sales, Marketing, and other cross-functional teams to gather relevant data and insights.

  • Act as a financial advisor to Sales and Marketing leadership, providing guidance on financial matters and helping to drive business performance.

• Process Improvement

  • Identify and implement process improvements to enhance the efficiency and effectiveness of financial planning and analysis activities.

  • Leverage technology and tools to streamline reporting and analysis processes.

Requirements

Qualifications / Experience / Technical Skills

• Bachelor’s degree in Finance, Accounting, or a related field. MBA or relevant certification (e.g., CPA, CFA) is a plus.

• 4-6 years of experience in financial planning and analysis, preferably with a focus on Sales and Marketing

• Proficiency in financial modeling and advanced Excel skills.

• Experience with financial planning software Anaplan and ERP system NetSuite is preferred.

Soft Skills / Personal Characteristics

• Strong analytical skills with the ability to interpret complex financial data and provide actionable insights.

• Excellent communication and presentation skills, with the ability to convey financial concepts to non-financial stakeholders.

• Strong attention to detail and organizational skills.

• Ability to work independently and as part of a team in a fast-paced, dynamic environment.

For California applicants, the pay for this role begins at $136,000 plus variable, benefits, perks and equity.

(REQ ID: 1768)