People Matter

Director, FP&A

Ayasdi

Ayasdi

Palo Alto, CA, USA · United States
Posted on Aug 1, 2025
Introduction

SymphonyAI is seeking a dynamic and experienced professional to join our team as Director of Financial Planning & Analysis (FP&A). As a pivotal member within our finance department, you will play a crucial role in shaping the reporting, analysis, planning process and systems integration. This role offers the opportunity to work at the forefront of AI-driven retail solutions, making a tangible impact on our industry-leading products and services.


Job Description

What you will do:

  • Work closely with senior leadership, other FP&A members and cross-functional teams to develop and maintain comprehensive financial models that provide insights into the financial performance of the company.
  • Establish, track, analyze, and present key financial and operational performance metrics to help provide a decision support system to the Executives
  • Build datasets & dashboards for ARR and retention rate calculations, month-end reporting and analysis, providing support and ensuring timely resolution of any data-related issues
  • Build and administer planning and forecasting models using the Anaplan platform, and build Anaplan models, templates for upload and reporting
  • Provide executive-ready materials and insights for leadership reviews, business updates, and presentations.
  • Work with FP&A partners to manage professional services segment across multiple business units, including project forecasting, financial analysis, and process and system optimization.
  • Support the calculation of monthly/quarterly commissions and reporting
  • Partner with business leaders and the business applications team to implement, optimize, and maintain business systems to enhance analytical capabilities and efficiency

What you will bring to SymphonyAI:

  • Exceptional analytical skills and Excel skills with the ability to synthesize complex data into clear and actionable insights.
  • Strong communication and presentation skills, enabling effective collaboration and influence at all levels of the organization.
  • Experience in working within a fast-paced environment with the ability to embrace ambiguity, ideally within the technology sector.
  • First-hand experience with ARR, licensing and SaaS bookings, reporting & analysis
  • Ability to manage multiple priorities and projects with precision and effectiveness.
  • Strong proficiency in financial systems and tools, including Salesforce, NetSuite, Power BI, Anaplan and Excel
  • Firsthand experience with ARR bookings reporting & analysis a plus
  • A self-starter, always on-it, and high-achiever with a focus on meeting deadlines, doing a great job, and leadership

Requirements/Qualifications:

  • Bachelor’s degree in Finance, Accounting, Business, or a related field.
  • 10–15 years of progressive experience in FP&A or corporate finance roles, ideally within a SaaS or enterprise software company.
  • Deep understanding of financial modeling, budgeting, forecasting, and variance analysis.
  • Proficiency in financial software applications and advanced Excel skills. Experience with ERP systems and planning tools is a plus.
  • Strong understanding of the subscription business model and its financial drivers is highly desirable.

Location:

  • SymphonyAI is a global organization with headquarters in Palo Alto, CA. The leadership team is predominantly onsite, and this role does require someone in the office a minimum of 3X/week.