FP&A Lead at TripActions

| San Francisco
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The Strategic Finance team at TripActions is looking for a Finance Lead to help drive financial excellency. This person will help to identify key drivers and metrics that are fundamental to driving financial health. The additional impact of this role is to help automate reporting and drive business insights to cross-functional decision makers and teams to help improve decision making.

What You’ll Do:

  • Partnering with our executive team to 
    • Plan and manage budgets 
    • Evaluate and prioritize projects
    • Track and report on performance 
    • Build a world class company efficiently, at scale 
  • Working with our operating teams to 
    • Manage financial processes such as close, annual planning and external reporting
    • Provide financial guidance on business critical topics such as revenue forecasting, sales compensation, deal review, support efficiency and supplier optimization
  • Planning and hiring a team as our business and organization grows

What We’re Looking For:

  • Have 7+ years of work experience, with at least 3 of those focused on delivering strategic finance insights and results 
  • Have 2+ years of experience managing a team with a track record of being able to recruit and coach top finance talent 
  • Bachelor’s degree and preferably an advanced degree (of any kind)
  • Have extensive competency in building and auditing sophisticated financial models and large data sets
  • Be able to build trust with stakeholders and leaders across the organization and drive results through soft skills, not through mandates
  • Be entrepreneurial and have an enthusiastic "get stuff done" mentality
  • Be able to expertly balance the need to deliver accurate data and insights that drive focused action with the speed and fast-paced nature of TripActions
  • Have experience working at a fast-growing company, preferably working with support organizations
  • Thrive in ambiguous, fast-moving, and high-intensity environments
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Technology we use

  • Sales & Marketing
    • SalesforceCRM


Right in the heart of Chinatown, SF - lots of hustle and bustle. We have great restaurants nearby and we're easily accessible by public transportation

An Insider's view of TripActions

How does your team reward individual success?

SHOUT-OUTS, SPIFFS, TEAM EVENTS. If you have top bookings - you get to wear the money jacket for the whole month!

Xander Garovi

Commercial Account Executive

How do you collaborate with other teams in the company?

There is a lot of collaboration, especially with Account Executives. We partner with them to find out the best strategies for outreach and how to best position the sell in order to optimize success in the deal.

Melissa Lord

Sales Development Representative

What are some things you learned at the company?

Being at TripActions has been the biggest learning experience in my career. One of the biggest things I’ve learned is adaptability. The company/team/role has changed so much from the time I’ve started and it’s been amazing to see it grow into what it is today.

Leighann Yamami

Senior Talent Acquisition Partner

What is your vision for the company?

Too often we blame technology for making our lives hectic and friction-filled - however, we fail to recognize, we are the ones creating the technology. TripActions is flipping the script, using technology to build real human connection.

Ryan Patrick O'Neill (RPO)

Senior Alliances Manager

What are TripActions Perks + Benefits

TripActions Benefits Overview

Competitive salary
Health: Medical, dental and vision
Food: Catered meals and drinks
Stock: Be invested in our future
Savings: Take advantage of our 401K matching
Travel: $2000 personal travel stipend to use on the app every year
Commuter benefits: Pre-tax benefit plus a $1000 yearly transportation stipend
People: Friendly, nice, and smart coworkers
Work/life balance: Take time off when you need it with an open vacation policy.
Location: WeWork located in the heart of SF

Volunteer in Local Community
Friends Outside of Work
Eat Lunch Together
Intracompany Committees
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K) Matching
Company Equity
Child Care & Parental Leave Benefits
Generous Parental Leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Perks & Discounts
Commuter Benefits
Company Outings
Stocked Kitchen
Some Meals Provided
We provide free breakfast on Thursday. Employees get free lunch on Monday, Wednesday, Friday.
Professional Development Benefits
Diversity Program
Mentorship Program
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