Glynn Capital
Glynn Capital

Director, Financial Planning & Analysis (FP&A)



Accounting & Finance
San Francisco, CA, USA
Posted on Tuesday, January 30, 2024

Iterable is the top-rated AI-powered customer engagement platform that helps organizations like Redfin, Priceline, Calm, and Box to activate customers with joyful interactions at scale. With Iterable, organizations drive high growth with individualized, harmonized and dynamic communications that engage customers throughout the entire lifecycle at the right time. Iterable’s data engine, ease of use, and flexible and open architecture makes it the best platform to close the data activation gap by bringing together customer data, ability to design the experiences, deliver them and optimize them. All in one platform. We’ve surpassed $150M in ARR and have raised more than $230M from top-tier investors like Index Ventures, Viking, and CRV. Nearly 1200 companies from over 50 countries around the world rely on us to captivate their many millions of users.

Iterable helps brands unlock growth in the digital era by enabling joyful customer experiences with individualized communications based real-time behavioral data, harmonized cross-channel communications based on customer lifecycle, and dynamic always-on journeys that adapt to customer signals. Our powerful customer communication platform helps marketers manage end-to-end customer engagement programs with enterprise-grade security, compliance and controls for their customers.

Iterable’s momentum grows daily and there has never been a more exciting time to join the team! We’ve been recognized as one of the Best Places to Work - SF for the past five years, recognized as one of Inc’s Best Workplaces and Fastest Growing Companies, and we were recognized on Forbes’ list of America’s Best Startup Employers in 2022. Notably, Iterable has also been listed on Wealthfront’s Career Launching Companies List and has held a top 10 ranking on the Top 25 Companies Where Women Want to Work.

We have a global presence with offices in San Francisco, New York, Denver, and London, and recently expanded our operations to Australia and New Zealand. Iterable’s reach extends worldwide, and we have remote employees across the globe. As we scale, we continue to live by our core four, founding values - Trust, Growth Mindset, Balance, and Humility. To understand the Iterable story, and learn more about our mission, explore our Culture and About Us page.

Location: Hybrid - San Francisco, CA

How you will make an impact:

​​We are seeking a dynamic and experienced Director, Financial Planning & Analysis (FP&A), reporting to the VP of Finance, to join our scaling SaaS organization. As a finance leader in our organization, you will play a crucial role in shaping and executing financial strategies. Responsibilities include financial planning, forecasting, and ensuring compliance with relevant regulations. The ideal candidate will bring strategic financial insights to support our growth, manage financial risk, and contribute to the overall success of the company. This role will need to be effective in communicating with senior management, and consistent in bringing new insights to the table, while continuing to deliver on day-to-day duties. If you have a strong background in finance, a passion for innovation, and thrive in a fast-paced scaling environment, we want to hear from you.


  • Own forecasting and reporting process for ARR, GAAP revenue, and Cost of Goods Sold, including managing assumptions and drivers. Manage/refine all aspects related to Revenue and COGS assumptions/drivers in financial planning and analysis application (Adaptive)
  • Oversee budget and performance reporting process for R&D teams, including Engineering and Product business units. Partner closely with business unit leaders to develop annual budgets, quarterly forecast updates, and multi-year planning
  • Partner closely with Accounting on journal entries and accruals
  • Develop and refine cash flow and balance sheet forecasting. Manage monthly and quarterly detailed cash forecasting processes
  • Support company-wide KPI reporting and provide updates periodically via town hall discussions
  • Guide data and metrics for business intelligence
  • Drive executive reporting dashboards and documents including Board, close, and other management presentations
  • Provide direct support for key pricing initiatives and product cost analysis.
  • Drive cost-efficiency initiatives across the entire organization
  • Play a key role in the forecasting and reporting elements for IPO readiness. Project manage all aspects of the process for FP&A/Procurement
  • Drive quarterly forecast updates for the 409a process
  • Manage and mentor financial analyst
  • Continuously improve FP&A processes, tools, and methodologies to enhance efficiency, accuracy, and value-add of the function

We are looking for people who have:

  • BS in Accounting/Finance, related field, or equivalent experience
  • 10+ years of experience in FP&A/finance, investment banking, or equivalent, with the majority of experience in SaaS/enterprise software.
  • 3+ years of people management experience
  • ​​Progressive operational and leadership experience including leading finance functions and managing direct reports
  • Deeply fluent in SaaS KPIs including retention and acquisition metrics
  • Strong executive presence in communicating business objectives and performance with key stakeholders including Board of Directors, investors, and employees
  • Ability to provide financial data with a focus on driving business decisions
  • Adept at collaborating with key partners in business intelligence, deal desk, procurement, and other internal stakeholders
  • Proactive approach and strong follow-through skills
  • Roll-up-the-sleeves attitude and ability to adapt quickly to changes in business priorities and conditions
  • High proficiency in MS Excel and G-Suite applications
  • Experience implementing and working with a SaaS-based financial planning application. Experience in Adaptive a plus

Perks & Benefits:

  • Paid parental leave
  • Competitive salaries, meaningful equity, & 401(k) plan
  • Medical, dental, vision, & life insurance
  • Balance Days (additional paid holidays)
  • Fertility & Adoption Assistance
  • Paid Sabbatical
  • Flexible PTO
  • Monthly Employee Wellness allowance
  • Monthly Professional Development allowance
  • Pre-tax commuter benefits
  • Complete laptop workstation

The US base salary range for this position at the start of employment is $165,000 - $206,500. Within this range, individual pay is determined by specific US work location, as well as additional factors, including job-related skills, experience, relevant education or training, and internal equity considerations.

Please note that the range listed above reflects only base salary. The total compensation package includes variable pay (where applicable), equity, plus a range of benefits, including medical, dental, vision, and financial. In addition, we offer perks such as generous stipends for health & fitness and learning & development, among others.


Iterable is an Equal Employment Opportunity employer that proudly pursues and hires a diverse workforce. Iterable does not make hiring or employment decisions on the basis of race, color, religion or religious belief, ethnic or national origin, nationality, sex, gender, gender-identity, sexual orientation, disability, age, military or veteran status, or any other basis protected by applicable local, state, or federal laws or prohibited by Company policy. Iterable also strives for a healthy and safe workplace and strictly prohibits harassment of any kind. Pursuant to the San Francisco Fair Chance Ordinance and other similar state laws and local ordinances, and its internal policy, Iterable will also consider for employment qualified applicants with arrest and conviction records.