About Copado
Copado is the leading AI-powered DevOps platform for Business Applications, trusted by over 1,700 of the world's most innovative brands. Our platform empowers organizations to seamlessly plan, build, test, release, and operate their business applications with unprecedented speed and reliability. By uniting low-code admins and pro-code developers on the same system, Copado makes it easy to scale systems and tools across teams, delivering high-quality, secure, and compliant releases that meet market and customer demands.
The impact on your business? 4X increase to Salesforce ROI, 20X faster testing, and 20% productivity savings through AI-driven automation and intelligent decision-making. The impact on your team? Making release days obsolete while enabling teams to focus on innovation rather than mundane tasks, all backed by enterprise-grade security with ISO, SOC2, GDPR, and FedRAMP compliance.
Brief Summary of Role
We are seeking a highly-skilled and experienced Head of FP&A to lead our financial planning and analysis efforts. In this role, you will be a critical thinker responsible for managing and overseeing the financial planning, budgeting, forecasting, and analysis processes of our company. You will work closely with cross-functional teams, including Finance, Operations, Sales, and Marketing, to drive the efficient allocation of capital, provide insightful financial analysis, identify key business drivers, and support strategic decision-making. The role reports directly to the CFO.
What You’ll Be Doing
- Financial Planning and Forecasting: Develop and maintain comprehensive financial models, forecasts, and budgets that align with the company's growth objectives and define its success. Collaborate with various stakeholders to set targets, assess financial performance, and provide recommendations for improvement.
- Cross-functional Collaboration: Partner with different departments, including Revenue Operations, Sales, Operations, and Marketing, to provide financial guidance, support decision-making, and drive operational efficiency. Act as a trusted advisor to business leaders, providing financial insights and recommendations.
- Strategic Financial Analysis: Conduct in-depth financial analysis, including variance analysis, scenario modeling, and sensitivity analysis. Identify trends, risks, and opportunities to support the company’s strategic goals.
- Performance Reporting: Prepare and present regular financial reports and SaaS metrics to senior leadership, board members, and investors. Highlight key insights, trends, and recommendations for improving financial performance.
- Process Improvement and Innovation: Continuously evaluate and improve financial planning and analysis processes, tools, and systems to enhance efficiency, accuracy, and scalability with a view to IPO readiness. Drive automation initiatives and use AI where beneficial to foster best practices and develop reporting and analysis activities.
- Team Leadership and Development: Encourage a collaborative and high-performance culture within the team and the company as a whole.
We Are Looking for Someone With
- Bachelor's degree in Finance, Accounting, or a related field (MBA preferred).
- Minimum 5 years of progressive experience in financial planning and analysis within the SaaS industry.
- Strong understanding of SaaS business models, revenue recognition principles, and subscription-based metrics (ARR, MRR, CAC, churn, etc.).
- Financial Acumen: Demonstrated expertise in financial modeling, forecasting, budgeting, and analysis. Proven ability to interpret complex financial data and distill key insights to drive decision-making.
- Business Partnership: Excellent collaboration and communication skills with the ability to build strong relationships with stakeholders at all levels. Proven experience partnering with cross-functional teams and influencing decision-making.
- Strategic Thinking: Ability to think strategically and provide valuable insights into the company's financial performance, growth opportunities, and risks.
- Leadership Skills: Strong leadership abilities with the capability to inspire and motivate individuals and teams within the company
- Analytical Skills: Exceptional analytical and problem-solving skills, coupled with a keen attention to detail. Proficiency in financial analysis tools and systems (Excel, ERP, BI tools, etc.) is required
- Adaptability: Thrive in a fast-paced, high-growth environment
- You are a fit for Copado if: You identify with and will be a good steward of our COPA values.
Nice to Have
- Experience with Salesforce, Tableau, and Netsuite is highly valued.
- Experience in supporting strategic planning and M&A activities is a plus.
- CPA and/or early experience in public accounting is preferred, but not required.
Why Join Us:
Be part of a dynamic team that values innovation and collaboration.
Work with cutting-edge technology in the Salesforce and DevOps ecosystems.
Engage in continuous professional development and certification opportunities.
Contribute to transformative projects that drive business success for our clients.
Copado is Equal Employment Opportunity and Affirmative Action Employers. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Copado does not accept unsolicited headhunter and agency resumes. Copado will not pay any third-party agency or company that does not have a signed agreement with Copado.
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