Talkdesk Logo

Talkdesk

Director, FP&A

Reposted One Month Ago
Remote
Hiring Remotely in USA
155K-235K Annually
Senior level
Remote
Hiring Remotely in USA
155K-235K Annually
Senior level
Lead FP&A business partnering for G&A (HR, Legal, IT, Finance). Drive planning, consolidation, baseline reporting, KPI centralization, and Adaptive system/admin work. Integrate data from Salesforce, NetSuite and other sources (Snowflake/Power BI/AI). Forecast cash and balance sheet, partner with Collections/AP, and manage FP&A analysts while presenting insights to senior leadership and the board.
The summary above was generated by AI

Talkdesk is seeking a strategic and analytically rigorous Director of FP&A to support the General & Administrative function. In this high-impact role, you will serve as the primary finance business partner to G&A leaders — including HR, Legal, IT, and Finance — providing the financial insight, modeling, and planning discipline needed to effectively deploy resources, control costs, and enable scale.

What you will do:

  1.  G&A Planning and business partnership (HR/IT/Legal/Finance)
  2. Lead consolidation (deliverable setting and tracking) and base line reporting partnering (including decks) with GTM and P&E FP&A leads
  3. Initially Support System Admin (Adaptive) and ensuring data and process flows work properly for G&A and peers on other functions -Expenses and HC. Near term explore how to extract intelligence out of SFDC, NS and other sources, organize, centralize and disseminate across FP&A and related partners with aid of tools like SnowFlake/PowerBI and/or others (including AI tools)
  4. Centralized and Manage Business and Data KPIs that support BOD and external requirements
  5. Partner with Collections and AP teams to forecast near term Cash/BS and manage BS/CF long term modeling.
    You will report to senior Finance leadership and operate as a trusted advisor to the business.

What We're Looking For

  • 8+ years of progressive FP&A or finance business partner experience, with at least 3 years in a leadership or director-level role
  • Prior experience supporting G&A functions (HR, Legal, Finance, IT) in a high-growth SaaS or technology company preferred
  • Exceptional financial modeling skills with deep proficiency in Excel/Google Sheets; experience with Workday Adaptive Planning, NetSuite, or comparable EPM/ERP tools strongly preferred
  • Strong business partnership skills — you can translate financial complexity into strategic guidance that non-finance audiences can act on
  • Demonstrated ability to manage multiple stakeholders and competing priorities in a fast-paced, evolving environment
  • High degree of intellectual curiosity and a bias for data-driven decision-making
  • Experience leading and developing FP&A analysts or associates
  • Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA a plus

What Sets You Apart

  • You thrive in ambiguity and bring structure to complex, cross-functional problems
  • You balance analytical depth with the ability to communicate at the executive level
  • You have a point of view on the business and aren't afraid to push back constructively on assumptions
  • You treat your G&A partners as customers — and hold yourself accountable to their success

What We Offer

  • Competitive base salary with annual bonus eligibility
  • Equity participation in a high-growth, category-defining company
  • Comprehensive health, dental, and vision coverage
  • Flexible work environment with remote and hybrid options
  • Career development resources, including access to LinkedIn Learning and internal mobility pathways
  • A people-first culture built on inclusion, psychological safety, and shared accountability

Pay Range (Base Pay):   $155,000 - $235,000

Other Types of Pay: Based on level and role the employee may be eligible for long term incentives in the form of equity and short term incentives of either bonus or commission. 

Health Insurance: Medical, Dental, Vision, Life and Disability Insurance, Employee Assistance Program (EAP).

Retirement Benefits: 401(k) plan

Paid Time Off: Talkdesk offers an uncapped paid time off program for exempt employees and an accrual-based program for non-exempt employees; both are subject to manager approval and consistent with business needs.

Paid Holidays: Talkdesk offers 14 paid holidays each year. 

Paid Sick Leave: Exempt employees have uncapped paid time off and non-exempt sick leave follows accrual standards; both are subject to manager approval and consistent with business needs.

Method of Application: Apply online.

Application Window: The application window is expected to close at least 5 days from the posting date. The application was posted on 07/09/2026

Benefits and perks listed above may vary based on the nature of your employment with Talkdesk.

All questions or concerns about this posting should be directed to the Talent team at [email protected].

Talkdesk is pioneering a new era of Customer Experience Automation (CXA), redefining how the world’s most admired brands interact with their customers through AI. Our global team of courageous innovators is customer-obsessed, building AI-first solutions that put empathy, trust, and transparency at the center of every interaction. We foster an inclusive culture where diverse perspectives drive our success and every voice belongs. Combining the stability of a global leader with the agility of a disruptor, Talkdeskers are empowered with the autonomy to drive meaningful impact, while giving back to the communities and environment around us.

Talkdesk has been recognized as a Leader in the Gartner® Magic Quadrant™ for Contact Center as a Service (CCaaS) and in the G2 Overall Grid® Reports for AI Agents and Contact Center. With seven consecutive years on the Forbes Cloud 100 and multiple AI Breakthrough awards, there has never been a more exciting time to join us as we shape the future of customer experience automation!

Work Environment and Physical Requirements:

Primarily office-environment work, extended periods of sitting or standing, computer-based work. Limited lifting, and equipment usage limited to computer-related equipment (keyboards, mouse, etc.)

The Talkdesk story hinges on empathy and acceptance. It is the shared goal among all Talkdeskers to empower a new kind of customer hero through our innovative software solution, and we firmly believe that the best path to success for our mission is inclusivity, diversity, and genuine acceptance. To that end, we will hire, promote, work along, cheer for, bond with, and warmly welcome into the Talkdesk family all persons without regard to ethnic and racial identity, indigenous heritage, national origin, religion, gender, gender identity, gender expression, sexual orientation, age, disability, marital status, veteran status, genetic information, or any other legally protected status.

HQ

Talkdesk San Francisco, California, USA Office

535 Mission Street, San Francisco, CA, United States

Similar Jobs

Yesterday
Remote or Hybrid
United States
178K-243K Annually
Expert/Leader
178K-243K Annually
Expert/Leader
Artificial Intelligence • Consumer Web • Edtech • Enterprise Web • HR Tech • Social Impact • Generative AI
Lead FP&A systems transformation across a complex technology organization. Own the roadmap, evaluate and consolidate Workday Adaptive Planning and IBM Planning Analytics, oversee migration consultants and vendors, automate reporting and close workflows, establish governance and access controls, and partner with decentralized FP&A teams on tailored financial models. Manage and develop two technical team members while driving adoption, improving forecasting efficiency, and delivering strategic insights on investments, capital allocation, and technology business performance.
Top Skills: Automation ToolsData PipelinesData WarehousingFinancial ModelingIbm Planning AnalyticsPower BISQLTableauTm1Workday Adaptive Planning
Yesterday
In-Office or Remote
116K-200K Annually
Expert/Leader
116K-200K Annually
Expert/Leader
Consumer Web
Leads financial planning, budgeting, forecasting, reporting, and analysis for the Tools & Outdoor business. Oversees close and planning cycles, executive and board-level financial deliverables, KPI analysis, process improvements, and reporting automation. Partners with Operations Finance, Commercial FP&A, Brand FP&A, Corporate FP&A, Investor Relations, and other functions. Develops financial narratives, provides strategic insights, and leads and develops a high-performing FP&A team.
Top Skills: Ai ToolsAlteryxExcelHfmHyperion EpmPower BIPowerPoint
4 Days Ago
Remote
California, USA
160K-175K Annually
Senior level
160K-175K Annually
Senior level
Agency • Professional Services
Build and lead the FP&A function, including forecasting, budgeting, three-statement modeling, profitability analysis, KPI reporting, variance analysis, and executive and private equity board reporting. Partner with commercial, operational, supply chain, accounting, and senior leadership teams on pricing, customer economics, product profitability, liquidity, working capital, and strategic decisions. Establish scalable financial processes, reporting standards, dashboards, and Power BI capabilities.
Top Skills: ErpExcelPower BI

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account