Director of Financial Planning & Analysis (FP&A) - G&A Functions

Position Overview

We are looking for a strategic and analytically skilled Director of Financial Planning & Analysis (FP&A) to partner closely with General & Administrative (G&A) departments including HR, Legal, IT, and Finance. This high-impact role requires delivering financial insights, advanced modeling, and disciplined planning to optimize resource allocation, manage costs, and support scalable growth.

Key Responsibilities

• Lead G&A financial planning and partner closely with HR, IT, Legal, and Finance leaders.
• Drive consolidation efforts including setting deliverables and tracking progress; coordinate baseline reporting and presentation decks with FP&A leads across Go-to-Market (GTM) and Product & Engineering (P&E) functions.
• Support and manage System Administration for Adaptive Planning platforms ensuring accuracy and seamless data flows for G&A and cross-functional groups, focusing on expenses and headcount management.
• Explore opportunities for intelligence extraction from Salesforce (SFDC), NetSuite, and other data sources, centralizing and distributing information via tools like Snowflake, Power BI, and AI-driven methods.
• Centralize management of business and data KPIs supporting Board of Directors (BOD) requirements and external reporting.
• Collaborate with Collections and Accounts Payable to forecast near-term cash flow and balance sheet activity; oversee long-term financial modeling for balance sheet and cash flow.

Qualifications

• Minimum 8 years of progressive FP&A or finance business partner experience, with at least 3 years in a leadership capacity.
• Proven experience supporting G&A functions in a fast-growing SaaS or technology environment preferred.
• Advanced financial modeling expertise with strong skills in Excel or Google Sheets; working knowledge of Workday Adaptive Planning, NetSuite, or similar EPM/ERP tools highly desirable.
• Exceptional business partnering skills, capable of translating complex financial data into actionable, strategic insights for non-finance stakeholders.
• Demonstrated ability to juggle multiple priorities and navigate a dynamic, fast-paced setting.
• High intellectual curiosity and a commitment to data-supported decision making.
• Experience managing and mentoring FP&A team members.
• Bachelor’s degree in Finance, Accounting, Economics, or related discipline required; MBA or CPA credentials are advantageous.

Distinctive Traits

• Comfortable with ambiguity and adept at structuring complex, cross-functional issues.
• Balance thorough analytical depth with clear communication aimed at executive leadership.
• Confidently challenges assumptions constructively and forms a well-founded business perspective.
• Views G&A stakeholders as clients, holding oneself responsible for supporting their success.

Compensation and Benefits

• Competitive base salary ranging from $155,000 to $235,000 with eligibility for annual bonuses.
• Potential for long-term incentives such as equity participation and short-term incentives including bonuses or commissions based on role and seniority.
• Comprehensive health benefits including medical, dental, vision, life, and disability insurance, plus Employee Assistance Program (EAP).
• Retirement plan options such as 401(k).
• Flexible paid time off policy with no cap for exempt employees and accrual based for non-exempt staff, with manager approval aligned with business needs.
• 14 paid holidays annually and paid sick leave in accordance with company policies.
• Supportive work environment promoting inclusion, psychological safety, and career growth opportunities.

Additional Information

This role reports to senior finance leadership and acts as a trusted advisor within the business. The work environment primarily involves office-based tasks including extended computer usage. Talkdesk values diversity and inclusion, welcoming applicants regardless of any legally protected status and fostering a culture where all employees belong and thrive.