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Role Description

As a foundational member of the FP&A team, this role will be at the forefront of scaling financial reporting, planning, and analytics at Roo. The scope of this role includes:

• Building and maintaining financial models.
• Supporting monthly, quarterly, and annual planning and reporting.
• Developing and expanding financial operations and best practices.
• Acting as a strategic partner to cross-functional stakeholders across the business.
• Empowering teams with actionable insights and providing guidance on key areas of growth.

The impact of the FP&A team extends beyond our internal operations, as we support our board and investors with ongoing reporting and insights.

The ideal candidate is an intellectually curious and dynamic team player with a high bar for excellence and a passion for building and scaling financial operations within a high-growth organization. This role reports to the Senior FP&A Manager and, while primarily remote, will require occasional onsite presence in our San Francisco coworking space for meetings and team events.

Responsibilities

• Support and expand internal and external financial reporting needs, including departmental Budget vs. Actual reporting, management reporting, and investor reporting on both a recurring and ad hoc basis.
• Facilitate financial planning across the organization, including quarterly, annual, and long-range planning.
• Build and manage a variety of financial models, including three-statement operating models, unit economics models, and ad hoc project ROI models.
• Partner with departments to deeply understand the impact and investment of each function in order to better measure and forecast business performance.
• Collaborate with data and accounting teams to ensure the accuracy, timeliness, and scalability of financial reporting, forecasting, and analytics.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or a related field.
• At least 5 years of experience in a high-growth startup and/or a relevant field such as Investment Banking, Private Equity, or Management Consulting (Investment Banking experience preferred).
• Strong skill set in financial analysis and modeling, with the ability to efficiently generate insightful analysis and build complex financial models.
• High proficiency in Excel, Google Suite, and QuickBooks. Experience implementing and/or administering an EPM system is a plus.
• Experience with SQL and data visualization platforms (such as Mode) is highly desirable but not required.
• Excellent communication skills (written and verbal) and a high level of emotional intelligence, with the ability to build and manage cross-functional relationships and workstreams.
• You aren’t afraid to build your own playbook. You are always seeking better and more efficient ways to do things.
• You are agile and flexible, quickly adapting and taking action to best serve the needs of the business.
• While we are a remote-first company, if you are based in San Francisco this will be a hybrid role.

Requirements

• Exact compensation may vary based on skills, experience, and location.
• Tier 1 Pay Range (examples: San Francisco, NYC): $110,000 - $145,000 USD
• Tier 2 Pay Range (examples: LA, Boston, Seattle, DC, San Diego, Chicago): $100,000 - $130,000 USD
• Tier 3 Pay Range (examples: Austin, Dallas, Portland, Denver, Philadelphia, Baltimore, Sacramento): $95,000 - $120,000 USD
• Tier 4 Pay Range (examples: Minneapolis, Miami, Atlanta, Phoenix, Orlando, Las Vegas, Salt Lake City): $88,000 - $115,000 USD

Benefits

• Accelerated growth & learning potential.
• Stipends for home office setup, continuing education, and monthly wellness.
• Comprehensive health benefits to fit your needs with base medical plan covered at 100% with optional premium buy-up plans.
• 401K.
• Unlimited Paid Time Off.
• Paid Maternity/Paternity and reproductive care leave.
• Gifts on your birthday & anniversary.
• Opportunity for domestic travel, including for regional team building events.