CX FP&A Manager

As a CX FP&A Manager at Dialpad, your main responsibilities include conducting financial modeling for budgeting, leading annual budgeting activities, reviewing budgets with senior CX leadership, and analyzing financial information to assess Dialpad’s performance. You'll also be expected to build and maintain a post-sales capacity and revenue model to guide hiring demands.

To become a CX FP&A Manager at Dialpad, you should possess a Bachelor’s degree in Accounting or Finance and at least 8 years of combined accounting and FP&A experience. Familiarity with SaaS businesses and advanced skills in Google Sheets or Excel are essential. Knowledge of SQL is preferred for effective data analysis.

The CX FP&A Manager at Dialpad plays a pivotal role in strategic decision-making by providing detailed financial analyses and data-driven insights to management. You'll assess the ROI on post-sales initiatives and help optimize resource allocation to ensure that Dialpad remains competitive and efficient.

Essential skills for success as a CX FP&A Manager at Dialpad include strong analytical capabilities, effective communication skills, attention to detail, and proficiency in financial modeling. Your ability to present data in clear, cohesive reports will be crucial for collaborating with all levels of management.

At Dialpad, the work culture is collaborative and values inclusivity. As a CX FP&A Manager, you will be part of a team that celebrates achievements and promotes personal and professional growth, making it a fulfilling environment to thrive in.

When discussing your experience, be specific about the types of financial models you've created, such as forecasting and budgeting. Highlight any tools you've used, like Google Sheets or Excel, and emphasize results you've achieved, such as improving budget accuracy.

Explain your prioritization strategy. Discuss how you assess the urgency and importance of each project, possibly mentioning tools or techniques you use, like to-do lists or project management software.

You could elaborate on your experience with forecasting techniques, possibly mentioning statistical methods or software. Also, discuss how you incorporate historical data and adjust for changes in the business environment.

Provide a framework for your assessment that may include key performance indicators (KPIs) like GRR and NRR, and discuss how you analyze these metrics to gauge overall performance and areas for improvement.

Share a specific instance where your analysis led to actionable insights that resulted in cost savings or revenue growth. Be prepared to discuss the steps you took and the impact of your recommendations.

Discuss any relevant experience you have working with SaaS business models, emphasizing metrics like ARR, churn rate, and customer acquisition cost. Talk about how you have used these models to inform financial decisions.

Explain your approach to managing stress and projecting deadlines, focusing on how you stay organized and ensure quality in your reports, even under pressure.

Be specific about a financial challenge you faced, the approach you took to resolve it, and the successful outcome that resulted from your efforts.

Talk about checking your work with peer reviews or utilizing technology to minimize errors. Discuss the importance of attention to detail and thorough validation processes.

Articulate the strategic importance of the CX FP&A Manager role, focusing on how effective financial planning and data-driven insights contribute to long-term growth and profitability.