Offer summary

Qualifications:

Minimum 4-6 years in FP&A, with 2-3 years in SaaS or AI/Tech companies., Advanced Excel knowledge and financial modeling skills are essential., Proficiency in SaaS metrics and familiarity with Power BI/Tableau and Salesforce is required., Experience in a $10M–$50M ARR environment is highly preferred..

Key responsibilities:

Drive financial planning, budgeting, forecasting, and performance analytics.

Build financial models and conduct variance analysis for various departments.

Track and report key SaaS KPIs and create dashboards for leadership.

Compile board decks and investor presentations, supporting fundraising efforts.

Job description

interface.ai is the industry's-leading specialized AI provider for banks and credit unions, serving over 100 financial institutions. The company's integrated AI platform offers a unified banking experience through voice, chat, and employee-assisting solutions, enhanced by cutting-edge proprietary Generative AI.

Our mission is clear: to transform the banking experience so every consumer enjoys hyper-personalized, secure, and seamless interactions, while improving operational efficiencies and driving revenue growth.

interface.ai offers pre-trained, domain-specific AI solutions that are easy to integrate, scale, and manage, both in-branch and online. Combining this with deep industry expertise, interface.ai is the AI solution for banks and credit unions that want to deliver exceptional experiences and stay at the forefront of AI innovation.

Role – FP&A Lead

The FP&A Lead will be a strategic finance business partner and work with the CFO / Finance Head responsible for financial planning, budgeting, forecasting, scenario modeling, MIS and performance analytics. You will drive data-driven decision-making across the organization, build planning infrastructure, and interface regularly with product, sales, marketing, and delivery teams

What You’ll Do

Strategic Planning & Forecasting

Build annual and quarterly planning cycles: AOP and QOP, 2-3 year strategic plans, forecasts etc
Build financial models for various scenarios with key drivers like (ARR growth, pricing strategy, GTM expansion, product-led growth)

Budgeting & Variance Analysis

Own department-level budgeting exercise for Product, Engineering, Sales, Marketing, and Customer Success
Perform monthly / Quarterly variance analysis (Plan vs Actual), highlighting key drivers

SaaS Metrics Ownership

Track and report key SaaS KPIs (ARR, NRR, CAC, LTV, Payback, RPE, Gross Margin, Net Retention)
Build dashboards (Power BI/Tableau) and financial scorecards for leadership
Utilise AI to automate certain functions/needs from an FP&A perspective

Data Infrastructure & Systems

Drive automation using tools which streamline process and make them faster
Build LIVE data models using ARR, Contracts, Success ratios etc to showcase current state and future state helping leaders to make decisions

Investor & Board Support

Compile and prepare board decks, investor presentations, and fundraising support material
Collaborate on valuation, due diligence, and financial narratives

Expertise eligibility requirements

Minimum 4-6 years in FP&A, with at least 2-3 years in SaaS or AI/Tech companies
Advanced excel knowledge, financial modeling and Proficiency in SaaS metrics is a must
Knowledge of Power BI/Tableau, Salesforce is required
Experience in a $10M–$50M ARR environment is highly preferred
Familiarity with US market is a plus
AI tool knowledge shall be a plus

#LI-SS1 #LI-Remote

At interface.ai, we are committed to providing an inclusive and welcoming environment for all employees and applicants. We celebrate diversity and believe it is critical to our success as a company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender identity, gender expression, sexual orientation, marital status, veteran status, disability status, or any other legally protected status. All employment decisions at Interface.ai are based on business needs, job requirements, and individual qualifications. We strive to create a culture that values and respects each person's unique perspective and contributions. We encourage all qualified individuals to apply for employment opportunities with Interface.ai and are committed to ensuring that our hiring process is inclusive and accessible.

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