As a Manager on our FP&A team, you’ll play a critical role in driving financial visibility and strategic decision-making across the business. You will partner closely with business leaders to inform forecasting, planning, and resource allocation - bringing structure, clarity, and insight to a fast-moving, mission-driven organization.
This is a high-impact role for someone who thrives on transforming data into stories, frameworks, and strategic recommendations that help BetterUp grow smartly and sustainably. If you are excited by the opportunity to influence decisions through data and to drive scalable financial processes at a purpose-driven company, we’d love to hear from you.
What you’ll do
- Serve as a trusted financial advisor to VP and C-level leaders across R&D and G&A, guiding resource allocation and investment decisions.
- Lead monthly forecast reviews, translating performance into actionable insights and priority recommendations.
- Anticipate business needs by monitoring organizational shifts and market dynamics, proactively surfacing financial implications.
- Own end-to-end financial planning, including forecasting, budgeting, multi-year planning, and budget-vs-actuals analysis with clear variance insights.
- Drive disciplined expense planning to ensure investments align with strategy and deliver measurable ROI.
- Build advanced financial models with scenario, sensitivity, and probabilistic analysis to support key decisions.
- Partner cross-functionally to align on metrics, definitions, reporting, and maintain consistent KPI frameworks (LTV/CAC, Rule of 40, unit economics).
- Design executive dashboards and translate complex data into clear narratives for financial and non-financial audiences.
- Challenge assumptions in business cases to ensure decisions rely on realistic projections and sound financial logic.
- Build scalable FP&A processes and systems, leveraging automation, AI, and standardized methodologies to improve accuracy, reduce manual work, and enable self-service analytics.
If you have some or all of the following, please apply:
- 5+ years of FP&A experience in high-growth SaaS or technology companies
- Direct partnership with VP/C-level executives on strategic planning and decision-making
- Advanced financial modeling and analytical skills with Excel/Google Sheets
- Experience with FP&A systems (such as Abacum, Anaplan, Adaptive, etc) and BI tools (Looker)
- Deep understanding of SaaS metrics (LTV/CAC, Rule of 40, unit economics)
- Experience navigating business model transitions such as single product to platform/multi-product evolution
- IPO readiness or pre-IPO experience including building financial rigor and investor-grade processes
- Experience helping companies shift from growth to profitability, including margin expansion initiatives and path-to-profitability modeling
- Consultative approach with structured problem-solving and executive communication skills
- Experience implementing AI/automation in financial processes or analytics
- Track record of building scalable financial processes and frameworks
- Bias for action and ownership with ability to thrive in ambiguity
AI at BetterUp
Our team thrives at the intersection of human expertise and AI capability. As an AI-forward company, adaptation and continuous learning are part of our daily work. We're looking for teammates who are excited to evolve alongside technology – people who experiment boldly, share their discoveries openly, and help define best practices for AI-augmented work. These professionals thoughtfully integrate AI into their work to deliver exceptional results while maintaining the human judgment and creativity that drives real innovation. During our interview process, you’ll have opportunities to showcase how you harness AI to learn, iterate, and amplify your impact.
Benefits:
At BetterUp, we are committed to living out our mission every day and that starts with providing benefits that allow our employees to care for themselves, support their families, and give back to their community.
- Access to BetterUp coaching; one for you and one for a friend or family member
- A competitive compensation plan with opportunity for advancement
- Medical, dental, and vision insurance
- Flexible paid time off
- Per year:
- All federal/statutory holidays observed
- 4 BetterUp Inner Workdays (https://www.betterup.co/inner-work)
- 5 Volunteer Days to give back
- Learning and Development stipend
- Company wide Summer & Winter breaks
- Year-round charitable contribution of your choice on behalf of BetterUp
- 401(k) self contribution
