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.