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Senior Manager, Corporate FP&A

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 software that is affordable, quick to implement, and designed for the end user. Headquartered in San Mateo, California, Freshworks has a global team operating from 13 global locations to serve more than 65,000 companies -- from startups to public companies – that rely on Freshworks software-as-a-service to enable a better customer experience (CRM, CX) and employee experience (ITSM). 

Freshworks’ cloud-based software suite includes Freshdesk (omni-channel customer support), Freshsales (sales automation), Freshmarketer (marketing automation), Freshservice (IT service desk), Freshchat (AI-powered bots), supported by Neo, our underlying platform of shared services.

Freshworks is featured in global national press including CNBC, Forbes, Fortune, Bloomberg and has been a BuiltIn Best Place to work in San Francisco and Denver for the last 3 years. Our customer ratings have earned Freshworks products TrustRadius Top Rated Software ratings and G2 Best of Awards for Best Feature Set, Best Value for the Price and Best Relationship.

Job Description

Freshworks is seeking a dynamic and strategic Senior Manager for our Corporate FP&A team. In this pivotal role, you will drive financial planning, analysis, and reporting processes to support the rapid growth of our organization. You will partner with key stakeholders across the business, ensuring financial insights align with our broader strategy and enable data-driven decision-making.

As a Senior Manager in FP&A, you will be responsible for implementing process improvements, conducting in-depth business analysis, and delivering key financial and operational metrics that provide meaningful insights to guide leadership decisions. This is a high-visibility, high-impact position, ideal for someone looking to play a critical role in shaping the financial future of a rapidly scaling company while advancing their career in a supportive, growth-oriented environment.

Roles and Responsibilities: 

  • Manage and coordinate the development of annual and recurring forecasts, focusing on the underlying business drivers and key financial and operating metrics to align long-term objectives. This includes owning the global long-term P&L, corporate planning calendar, and clearly communicating timelines, deliverables, and expectations with all planning stakeholders. 
  • Identify gaps in existing planning and forecasting processes, develop solutions to address gaps, and seek greater integration and standardization across planning teams
  • Partner with key stakeholders across the organization, including Finance and Accounting, Investor Relations, and Corporate Development, to provide narrative insights on current and expected future performance
  • Shape, structure, and maintain the company's master customer data with IT and in collaboration with Finance, Accounting, Sales Operations, and other functions
  • Be a subject matter expert on customer data: build and scale models giving structure to data, assess historical trends, and design drivers to more accurately forecast customer metrics and support business decisions
  • Support in the production of monthly, quarterly, and annual financial results and deliverables to the Executive team, the Board of Directors, and investors
  • Lead the implementation and use of forecasting tools and help to achieve parity across systems 
  • Provide analytical, financial modeling, and decision-making support for ad-hoc and special projects

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

Qualifications

  • At least 8 years of experience in FP&A, ideally within a SaaS company
  • At least 5 years of experience in a Corporate FP&A function
  • Strong knowledge of Finance and Accounting processes, data structures, and systems in a public company environment
  • Experience with master data management 
  • Direct experience using financial systems, ideally with NetSuite and Anaplan or Adaptive
  • Excellent communication and presentation skills and attention to detail
  • Strong drive for data integrity, building processes, and reaching solutions from scratch
  • Growth mindset with demonstrated ability to learn quickly 

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

$188,000 - $250,000 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

$219000 / YEARLY (est.)
min
max
$188000K
$250000K

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 Senior Manager, Corporate FP&A, Freshworks

Freshworks, headquartered in the vibrant city of San Mateo, CA, is on the lookout for a talented Senior Manager for our Corporate FP&A team. This role is not just a job; it's a unique opportunity to be at the helm of financial planning and analysis for a rapidly growing organization that values innovation and customer delight. As the Senior Manager, you will collaborate closely with various stakeholders, ensuring that our financial insights align thoroughly with our broader strategic objectives. You’ll be the one implementing essential process improvements and conducting detailed business analyses that enhance our decision-making framework. Your adeptness at delivering key financial and operational metrics will provide valuable insights to our leadership team making this position both high-impact and high-visibility. If you have an analytical mindset and are passionate about forecasting and budget management, this could be the perfect place for you to thrive. Your responsibilities will include overseeing the annual forecasts, identifying process gaps, and playing a crucial part in shaping our customer data strategy. You’ll support monthly, quarterly, and annual financial results, and lead the execution of forecasting tools. Not to mention, the welcoming, growth-oriented environment at Freshworks means that your career will soar as you drive financial success in our dynamic company culture. Join us, and let's redefine customer experience together, while ensuring that Freshworks remains a top-rated workplace in the industry.

Frequently Asked Questions (FAQs) for Senior Manager, Corporate FP&A Role at Freshworks
What are the responsibilities of a Senior Manager at Freshworks in Corporate FP&A?

As a Senior Manager in Corporate FP&A at Freshworks, you will manage annual forecasts, perform in-depth business analysis, and ensure that financial insights align with the organization's strategy. Your role involves coordinating with various departments to produce key operational metrics and provide insights that guide leadership decisions.

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What qualifications are needed for the Senior Manager, Corporate FP&A position at Freshworks?

Candidates for the Senior Manager, Corporate FP&A role at Freshworks should ideally have at least 8 years of experience in FP&A, with a minimum of 5 years in a Corporate FP&A function. Strong knowledge of finance and accounting processes, experience with data management, and familiarity with financial systems such as NetSuite and Anaplan are critical.

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How does the Senior Manager role at Freshworks contribute to company growth?

The Senior Manager at Freshworks plays a critical role in shaping financial strategies that support rapid growth. By implementing process improvements and ensuring accurate forecasting, you will provide analytical and decision-making support that informs strategic direction and helps align financial objectives with broader organizational goals.

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Can you explain the work environment for the Senior Manager, Corporate FP&A at Freshworks?

Freshworks fosters a supportive and growth-oriented environment. As a Senior Manager, you can expect to work in a collaborative space that encourages innovation. The role requires hybrid work attendance with onsite expectations at the San Mateo headquarters three days a week.

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What does career advancement look like for a Senior Manager, Corporate FP&A at Freshworks?

At Freshworks, career advancement for a Senior Manager in Corporate FP&A is promising. The role provides exposure to high-level financial decision-making and collaboration with executive leadership, offering a pathway to senior executive positions or specialized financial roles as the company continues to expand.

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Common Interview Questions for Senior Manager, Corporate FP&A
What experience do you have in financial forecasting for SaaS companies?

Discuss your relevant experience in financial forecasting while emphasizing your familiarity with SaaS business models. Explain how you utilize historical data to drive accuracy in forecasts and how you assess various financial metrics to support business decisions.

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Can you describe a time when you implemented a process improvement in FP&A?

Use the STAR method to outline a specific scenario where you identified a process gap in FP&A. Describe the steps you took to implement an improvement, the challenges faced, and the positive outcomes of your actions.

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How do you ensure data integrity in your financial reporting?

Talk about the tools and methods you use to maintain data integrity, such as regular data audits, cross-functional training, and utilizing financial software. Highlight your attention to detail and commitment to delivering accurate reports.

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What financial systems, such as NetSuite or Anaplan, are you familiar with?

Specify your experience with the financial systems mentioned in the job description. Discuss how you’ve used these platforms to enhance reporting and forecasting, along with any specific projects that demonstrate your proficiency.

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How do you collaborate with other departments to enhance financial planning?

Elaborate on your experience in cross-department collaboration, emphasizing your communication and interpersonal skills. Give examples of how you've worked with sales, operations, or marketing to gather insights that inform financial planning.

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

Illustrate your approach to breaking down complex financial concepts into layman's terms. Discuss using visual aids, storytelling, or executive summaries to effectively communicate to various business partners.

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Can you provide an example of a challenging financial analysis you've conducted?

Share a sophisticated financial analysis project you handled by explaining your approach, the analytical tools or models you employed, and the impact it had on leadership decisions or strategic initiatives.

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What key performance indicators do you consider critical for financial planning?

Identify several key performance indicators (KPIs) that are vital for evaluating a company's financial health. Discuss why these KPIs matter and how they inform your fiscal strategy and decision-making.

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How do you keep updated with financial regulations and trends?

Mention your methods of staying informed about financial regulations and industry trends. This could include subscribing to financial publications, attending webinars or workshops, and engaging in professional networks.

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What do you think is the biggest challenge facing FP&A teams today?

Discuss your perspective on current challenges, such as adapting to rapidly changing market conditions or maintaining data accuracy amidst digital transformation. Reflect on how these challenges can be turned into opportunities for FP&A teams.

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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
December 21, 2024

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