Strategic Finance and FP&A Director
OVERVIEW
We are looking for a Director to join our Finance team. You will be joining as an early leader on a growing team, with the opportunity to have a meaningful impact on a fast-growing startup. In this role, you will be a key business partner providing financial support to the executive team. This includes supporting budgeting and forecasting, monthly and quarterly business review processes, board and investor materials, and other financial analyses in partnership with key cross functional stakeholders.
As a Finance Director, you have both strong attention to detail and the ability to consider the big picture to drive strategic and investment recommendations. You are highly analytical and a clear, confident communicator.
ABOUT THE JOB
- Grow and manage team of FP&A business partners, such as:
- Corporate FP&A, Retail revenue, G&A, Operations and Technical, among others
- Contribute to monthly, quarterly and annual P&L forecast leveraging cross-functional partnerships, in collaboration with:
- Revenue StratFin teams, COGS/Opex FP&A teams, BizOps/Analytics and other cross-functional stakeholders
- Support the CAO’s month-end close process with variance analysis and forecasting updates
- Partner cross-functionally to drive annual budgeting process, strategic decisions and initiative prioritization
- Partner with StratFin/Market Intelligence and BizOps leads to generate monthly and quarterly performance and forecast reviews, board meeting and investor presentations, and other financial review presentations
- Prepare insightful analytics for cross functional leadership team; identify areas of opportunity to help develop Instacart’s strategic direction
- Develop, monitor, and drive deeper understanding of our KPIs across the company. Identify opportunities to improve existing reporting processes and key metrics tracking
- Understand user engagement metrics and the implications via an ongoing partnership with Marketing. Partner with StratFin Growth team on ROI and CAC/LTV analyses, as needed
- Leverage the revenue forecast and your understanding of current / historic performance of key metrics to create the weekly KPI presentation to identify trends, business shifts, areas of concern and areas of strength for the executive team
- Support long range strategic planning
- Ad hoc financial modeling and analysis
- Key Initial Projects may include:
- Work with FP&A leads and Financial Systems team to implement FP&A planning tools and create scalable, repeatable analyses
- Review underlying data in BI system that supports forecasting; align with accounting’s close process and revenue recognition policies. Modify forecasting process based on findings
- Partner with other StratFin and FP&A leads to generate and maintain new GAAP and non-GAAP 5 year model
- Roll out and improve Key KPI BvA reporting monthly and weekly snapshots
- Review, optimize and implement headcount and corporate contractor approval process
- Review, optimize and implement corporate contract approval process
- Design and implement BU P&Ls
ABOUT YOU
- Bachelor’s degree in Math, Economics, Finance, Business or other related field. MBA preferred
- 12-15+ years work experience in a relevant field with demonstrated financial acumen and a track record of leveraging data for business impact. Experience in building and scaling FP&A or Strategic Finance teams at high-growth technology company prefered
- Highly proficient in advanced Excel with strong attention to detail
- Knowledge of Oracle and Workiva is a plus
- Ability to use data to identify and quantify opportunities for growth or profitability improvement
- Polished communication skills and comfort working with internal stakeholders, including senior leadership
- A self-starter with a positive attitude and ability to work in a rapidly changing environment