Director, FP&A

Responsibilities

• Serve as primary finance business partner to G&A leaders including HR, Legal, IT, and Finance
• Lead consolidation, deliverable setting, tracking, and baseline reporting with GTM and P&E FP&A leads
• Support system administration for Adaptive Planning and ensure data/process flows for expenses and headcount
• Extract intelligence from SFDC, NetSuite, and other sources using Snowflake, PowerBI, and AI tools
• Centralize and manage business and data KPIs supporting Board and external requirements
• Partner with Collections and AP teams to forecast near-term cash/balance sheet and manage long-term modeling

Requirements

• 8+ years of progressive FP&A or finance business partner experience with 3+ years in a director-level role
• Experience supporting G&A functions in a high-growth SaaS or technology company
• Exceptional financial modeling skills with deep proficiency in Excel/Google Sheets
• Experience with Workday Adaptive Planning, NetSuite, or comparable EPM/ERP tools
• Strong business partnership and stakeholder management skills in fast-paced environments
• Experience leading and developing FP&A analysts or associates
• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred

Preferred Qualifications

• Thrive in ambiguity and bring structure to complex, cross-functional problems
• Balance analytical depth with executive-level communication
• Constructively challenge assumptions and advocate for data-driven decisions
• Customer-centric mindset treating G&A partners as internal customers

Benefits

• Competitive base salary with annual bonus eligibility
• Equity participation in a high-growth company
• Comprehensive health, dental, and vision coverage
• Flexible work environment with remote and hybrid options
• Career development resources including LinkedIn Learning and internal mobility pathways
• 401(k) plan, uncapped PTO for exempt employees, and 14 paid holidays

About the Company

Talkdesk pioneers Customer Experience Automation (CXA) through AI-first solutions, redefining how brands interact with customers. Recognized as a Leader in Gartner Magic Quadrant for CCaaS and on the Forbes Cloud 100 for seven consecutive years, Talkdesk combines the stability of a global leader with the agility of a disruptor.