Senior Financial Planning & Analyst Lead

Conversica is the leading provider of Conversation Automation solutions, with billions of human interactions spanning more than a decade. Our Revenue Digital Assistants (RDAs) supercharge workforces for growth. They enable marketing, sales, and customer success teams to acquire untapped revenue through perfectly structured conversations. Unlike chatbots, they are powerfully human and can hold meaningful conversations at every touchpoint. Conversica RDAs are used by leaders nationwide to get the conversation going and build a Growth Workforce.

Winning multiple awards including Inc. 5000 fastest growing companies and recognized by Gartner as a Cool Vendor, Conversica is a portfolio company of Providence Equity, Kennet Partners and Toba Capital and is headquartered in San Mateo, California in Silicon Valley.

We’re looking for a hands-on, Excel-savvy Senior FP&A Analyst to join our Finance team. This individual contributor role is critical in driving financial insights and reporting across the business. You’ll work closely with the CFO and executive team to develop forecasts, build models, and translate data into compelling stories that guide strategic decisions.

This is a high-impact role for someone who thrives in fast-paced, lean startup environments and brings a strong financial foundation paired with the ability to communicate clearly and concisely.

• Lead and own the monthly and quarterly financial reporting process, including variance analysis (budget vs. actuals), ARR and revenue tracking, and board-level reporting.
• Develop and maintain sophisticated financial models to support forecasting, scenario planning, and data-driven business decisions.
• Collaborate closely with the CFO and department leaders to drive budgeting, financial planning, and cost optimization initiatives.
• Translate complex financial data into actionable insights and compelling narratives for senior executives and key stakeholders.
• Conduct ad hoc financial analysis to support strategic initiatives, investor communications, and critical decision-making.
• Identify opportunities for process improvements to enhance accuracy, efficiency, and scalability within FP&A operations.
• Provide support for compensation planning, cash flow forecasting, and other related financial activities.

• 6+ years of experience in FP&A, with experience in SaaS or technology companies strongly preferred.
• Strong financial modeling skills and deep Excel expertise; comfortable working with minimal tooling.
• Experience preparing materials for executive teams, investors, and boards.
• Ability to work independently, prioritize effectively, and thrive in a fast-moving, startup environment.
• Comfortable navigating ambiguity and limited systems while delivering high-quality outputs.
• Excellent verbal and written communication skills — able to “tell the story” behind the numbers.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field.

Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $115,000/year to $150,000/year plus 10 % variable bonus. Pay is based on a number of factors including market location and job-related knowledge, skills, and experience.

Conversica offers comprehensive health, dental, and vision benefits, flex time PTO, 401k, and equity. Further details can be provided upon request.

Conversica is an equal opportunity employer and values diversity at our company. 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, veteran status, or disability status.

Headhunters and recruitment agencies may not submit resumes/CVs through this Web site or directly to managers. Conversica does not accept unsolicited headhunter and agency resumes. We will not pay fees to any third-party agency or company that does not have a signed agreement with Conversica.