Senior FP&A Manager

Are you an experienced finance professional who gets energized by being in the room where decisions happen? Do you love building things and partnering with people across a company to make it run smarter? If so, we want to meet you.

As Senior Manager of FP&A, you'll own the financial planning function end-to-end, reporting to the VP of Finance and working closely with functional leaders. You'll lead a Senior FP&A Analyst and help build the team as Roo scales. The ideal candidate brings strong financial chops, a growth mindset, and a to become a trusted advisor across the organization.

• Serve as a trusted financial advisor to functional leadership, proactively surface risks and opportunities with a point of view.
• Lead cross-functional planning processes requiring you to align, challenge, and synthesize input from Sales, Product, Marketing, and Operations.
• Translate financial complexity into clear, executive-ready insights for non-finance audiences.

• Lead all forecasting: revenue, cash, operating model, and long-range forecasting.
• Lead the annual budget process end-to-end, coordinating inputs across departments.
• Develop and track KPIs that connect operational activity to financial outcomes.
• Prepare ad hoc and ongoing reporting for internal teams, executives, and investors.

• Build scalable, repeatable processes for budgeting, forecasting, and performance analysis.
• Lead the FP&A team's AI adoption. Set the standard for AI fluency on the Finance team and mentor the FP&A Analyst accordingly.
• Support implementation and administration of EPM/ERP systems as Roo scales.
• Partner with Accounting to ensure accurate, efficient reporting.
• Manage and develop the FP&A junior talent & contractors; build team scope and headcount over time.

• Strategic operator: Track record of influencing executive decisions, not just informing them. Trusted by leaders outside of Finance.
• Cross-functional relationship builder: Naturally builds trust with GTM, Product, and Operations peers. Understands that Finance's credibility and efficacy depend on its relationships.
• Growth Orientation: Intellectually curious and eager to drive continuous improvement through process enhancement and change.
• Strong financial technician: 3-statement modeling, scenario analysis, unit economics. Technical foundation is table stakes; how you apply it is what matters.
• Clear communicator: Writes and speaks in ways non-finance audiences can act on.

• 8+ years of progressive FP&A experience in high-growth or startup environments.
• Demonstrated experience as a cross-functional partner and strategic advisor to executive leaders — not just a financial analyst supporting them.
• Hands-on AI/automation experience applied to FP&A workflows (required); must be able to speak to specific examples.
• Advanced financial modeling: 3-statement, revenue forecasting, cash forecasting, LRP, and valuation.
• Strong Google Sheets proficiency; experience migrating from Excel a plus.
• Experience with EPM/ERP systems (e.g., QuickBooks, Netsuite, Adaptive, Aleph).
• SQL and/or Python experience highly desired.
• Bachelor's in Finance, Accounting, or related field; MBA or CFA a plus.
• Prior experience managing direct reports preferred.

While we are a remote first company, if you are based in San Francisco this will be a hybrid role.