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Director, FP&A - R&D

Company Description

Freshworks makes it fast and easy for businesses to delight their customers and employees. We do this by taking a fresh approach to building and delivering affordable, quick to implement, and designed software for the end-user. More than 70,000 companies -- from startups to public companies -- worldwide use Freshworks software-as-a-service to enable a better customer experience (CX, CRM) and employee experience (ITSM, HRSM).

Headquartered in San Mateo, California, Freshworks has a dedicated team operating from 13 global locations to serve customers, including Bridgestone, Frasers Group, Sunweb, Addison Lee,  DeliveryHero, ITV, Klarna, Multichoice, OfficeMax, TaylorMade and Vice Media.

Freshworks transforms the way world-class organizations collaborate with customers and co-workers. The suite includes Customer Service Suite (omnichannel customer support), Freshsales (sales automation), Freshmarketer (marketing automation), Freshservice (IT service desk), Freshteam (HR management system).

Job Description

Freshworks is seeking a Director of R&D Finance to support our Product and Engineering teams. In this role, you will work closely with senior leadership, particularly within the Product and Engineering teams, to provide actionable insights that drive key business decisions. Your ability to balance analytical rigor with effective communication across non-financial stakeholders will be essential for success. The ideal candidate thrives in fast-paced, dynamic environments and has a track record in the high-tech industry, particularly in managing cloud expenses and infrastructure. 

Key Responsibilities: 

  • Cloud Optimization Leadership: Lead the tracking and reporting of Public Cloud optimization efforts, providing insights into cloud spend and unit economics to drive cost-effective strategies for the engineering team
  • Vendor Negotiation & Selection: Manage large subscription POs, assisting in vendor selection by conducting price comparisons and building make-or-buy business cases
  • Strategic Planning: Act as a trusted advisor to Product leadership, helping to refine our 1- and 3-year strategic plans. Identify risks and opportunities that influence business growth and lead data-driven investment decisions
  • Operational Excellence: Collaborate with corporate and GTM FP&A teams to develop and monitor KPIs that guide decision-making and ensure alignment with strategic and financial goals
  • Financial Modeling: Develop financial models that analyze key business scenarios, providing insights that influence go-to-market strategies, including marketing investments and ROI analysis
  • Financial Reporting: Produce financial reports (e.g., month-end close, variance explanations) to provide transparency into business performance and financial drivers. Liaise with the Accounting team and cross-functional stakeholders to ensure alignment
  • Process Improvement: Champion continuous improvement efforts by streamlining, automating, and standardizing financial processes and reporting 

If you're an experienced FP&A leader with a passion for cloud optimization and operational excellence, we'd love to hear from you. Join us at Freshworks, where you'll have the opportunity to make a significant impact in a fast-moving, high-growth environment. 

Please note this is a hybrid role with onsite expectations of 3x/ week (Tue-Thurs) from our San Mateo, CA headquarters. 

Qualifications

  • 12+ years of experience in FP&A, management consulting, investment banking, or related fields, with at least 1 year in a supervisory role
  • Proven expertise in managing Public Cloud expenses (AWS, Google Cloud) and optimizing infrastructure purchase orders
  • Deep knowledge of financial modeling and analysis, including advanced proficiency in Excel/Google Sheets
  • Strong ability to influence cross-functional teams and senior leaders to drive business outcomes and key decisions
  • Experience leading teams and driving operational improvements in a fast-moving, entrepreneurial environment
  • Solid accounting knowledge, particularly in software/SaaS models 
  • Excellent communication skills with the ability to present financial data to both technical and non-technical stakeholders
  • Strong attention to detail and the ability to synthesize large volumes of data into insightful recommendations to the executive leadership team
  • Highly motivated, self-starter with the ability to work independently in a fast-paced environment, simultaneously manage several priorities and challenge the status quo to lead change and operational improvements 
  • Experience with SaaS/Cloud Computing business models is a plus
  • MBA is a plus 

Additional Information

This role is based in the San Francisco Bay Area, and the expected base salary range for this position is as shown below. The actual base pay is dependent upon a variety of job-related factors such as professional background, training, work experience, business needs, and market demand. Therefore, in some circumstances, the actual salary could fall outside of this expected range. This pay range is subject to change and may be modified in the future. This role is also eligible for a target bonus. 

Compensation Package

$213,600 - $307,000 Base Salary + Variable Compensation

At Freshworks, we are creating a global workplace that enables everyone to find their true potential, purpose, and passion irrespective of their background, gender, race, sexual orientation, religion and ethnicity. We are committed to providing equal opportunity for all and believe that diversity in the workplace creates a more vibrant, richer work environment that advances the goals of our employees, communities and the business.

Average salary estimate

$260300 / YEARLY (est.)
min
max
$213600K
$307000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Director, FP&A - R&D, Freshworks

Freshworks is on the lookout for a talented Director of FP&A - R&D to join our innovative team in sunny San Mateo, CA! Here at Freshworks, we thrive on creating user-friendly, affordable software that helps businesses engage better with their customers and employees. As the Director of FP&A - R&D, you'll dive into the exciting world of finance, working closely with our Product and Engineering teams to furnish them with invaluable insights that influence our growth journey. You'll take charge of cloud optimization, manage vendor negotiations, and contribute to strategic planning to help refine our ambitious 1- and 3-year goals. Your knack for financial modeling will come into play as you analyze scenarios and guide our go-to-market strategies. But that's not all! In this hybrid position, you'll collaborate with various teams to establish key performance indicators and financial reports, ensuring we remain on track towards our financial objectives. We’re searching for someone who possesses a rich background in FP&A, ideally with at least twelve years of experience along with strong expertise in managing cloud expenses. If you are motivated and ready to make impactful contributions within a fast-paced, dynamic environment, we’d love for you to apply and help us redefine the future for more than 70,000 companies around the globe!

Frequently Asked Questions (FAQs) for Director, FP&A - R&D Role at Freshworks
What are the main responsibilities of the Director, FP&A - R&D at Freshworks?

The Director, FP&A - R&D at Freshworks is entrusted with vital responsibilities such as leading cloud optimization strategies, managing vendor negotiations, and developing financial models that guide key business decisions. This role also involves collaborating with various teams to monitor strategic plans and financial performance, ensuring alignment with the company's growth objectives.

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What qualifications are required for the Director, FP&A - R&D position at Freshworks?

Candidates for the Director, FP&A - R&D role at Freshworks should possess a minimum of 12 years of experience in FP&A or related fields, including at least 1 year in a supervisory capacity. A strong background in managing public cloud expenses, combined with advanced financial modeling skills and excellent communication abilities, is essential for success in this position.

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How does the Director, FP&A - R&D contribute to strategic planning at Freshworks?

The Director, FP&A - R&D plays a critical role in strategic planning by acting as a trusted advisor to the Product leadership team. They assist in refining strategic plans and identifying risks and opportunities that can impact business growth, ensuring data-driven investment decisions are made accordingly.

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What is the work environment like for the Director, FP&A - R&D at Freshworks?

The work environment for the Director, FP&A - R&D at Freshworks is dynamic and fast-paced, situated in the innovative tech hub of San Mateo, CA. This hybrid role encourages collaboration both on-site and remotely, with opportunities to engage with various teams and contribute to significant company-wide decision-making.

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What financial reporting duties are included in the Director, FP&A - R&D role at Freshworks?

In the role of Director, FP&A - R&D at Freshworks, you will be responsible for producing financial reports, monitoring month-end close processes, and providing variance explanations. This transparency helps drive informed decision-making across the organization while engaging with cross-functional teams for alignment.

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Common Interview Questions for Director, FP&A - R&D
Can you explain your experience with public cloud expense management in prior roles?

When answering this question, you should highlight specific experiences managing public cloud expenses, particularly with providers like AWS and Google Cloud. Discuss any optimization strategies you've implemented and how they positively affected your prior company's bottom line.

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What financial models have you developed in your previous positions?

Provide examples of financial models you've created, detailing their purpose and the outcomes of using them. Emphasize your ability to analyze data to inform strategic decisions and your proficiency in tools like Excel or Google Sheets.

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How do you prioritize competing tasks in a fast-paced work environment?

Demonstrate your organizational skills by outlining a systematic approach to prioritize tasks. Discuss how you evaluate urgency versus importance and provide examples of successful project management from your past roles.

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What techniques do you use to communicate complex financial data to non-financial stakeholders?

Share examples of how you've effectively presented financial data to non-financial stakeholders. Emphasize your ability to simplify complex concepts and create compelling visual aids or reports that highlight key data points.

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Describe a time you led a team through a significant operational change.

Use the STAR method (Situation, Task, Action, Result) to outline a specific instance where you led your team through changes. Explain the challenges faced, how you managed team dynamics, and the positive outcomes that ensued.

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What role do you believe FP&A plays in the broader organizational strategy?

Convey your understanding that FP&A acts as the financial backbone of an organization, guiding strategic initiatives through rigorous analysis and reporting. Discuss your views on how FP&A can shape tactical decisions and influence company growth.

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How do you approach vendor negotiation and selection processes?

Describe your methodology for conducting vendor selections, including how you perform price comparisons and analyze cost-effectiveness. Provide an example where your negotiating skills led to a favorable business outcome.

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What metrics do you believe are essential for assessing financial performance in technology companies?

Discuss key financial metrics relevant to technology companies, such as customer acquisition cost, lifetime value, and churn rate. Highlight how these metrics provide insights into the business and can help drive financial strategies.

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What strategies do you utilize for continuous process improvement?

Talk about your experience implementing process improvements in previous roles. Outlining specific techniques like automation, standardization, or streamlining workflows can highlight your proactive approach to operational excellence.

Join Rise to see the full answer
Why do you want to work for Freshworks as the Director, FP&A - R&D?

Demonstrate your knowledge about Freshworks, its innovative products, and culture. Emphasize your alignment with the company’s objectives and how your background, skills, and passion for cloud optimization would positively contribute to the team.

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Freshworks makes it fast and easy for businesses to delight their customers and employees.

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Full-time, hybrid
DATE POSTED
April 1, 2025

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