FP&A Manager

About the role

We're hiring an FP&A Manager to work directly with the COO and the Director of Accounting. You'll own the financial and operational reporting that leadership and the board rely on, run the budget cycle, and partner with Revenue on the two mechanisms that shape our growth engine: commissions and deal desk.

This is a high-visibility role. You'll present to the executive team, work alongside the COO on strategic finance projects, and have direct influence on how we forecast, pay, and price. You'll also be expected to continuously improve how Finance operates — using AI and automation to eliminate manual work and make the function faster, sharper, and more scalable.

What you'll own

Reporting — financial and operational

• Monthly financial reporting package: P&L, cash, SaaS metrics, variance analysis

• Operational reporting: ARR tracker, pipeline health, productivity and efficiency KPIs

• Salesforce-based reporting — you'll build and maintain reports and dashboards used by Finance and Revenue leadership

• Board deck financial section and the monthly investor update inputs

Budget and forecast

• Own the annual planning cycle end-to-end, working with each department head

• Run quarterly reforecasts, track actuals vs. plan, flag risks early

• Maintain the top-down financial model (ARR, headcount, OpEx, cash runway)

Commission tracking

• Partner with RevOps on commission plan design and changes

• Run monthly commission calculations and resolve disputes

• Coordinate with Accounting on payout processing

Deal desk support

• Review non-standard pricing and commercial terms

• Partner with RevOps and Legal on deal structure, approvals, and exception tracking

• Build pricing guardrails and escalation paths

Process optimization and AI leverage

• Continuously improve how Finance operates: challenge existing processes, eliminate manual work, and redesign workflows around AI and automation

• Build and maintain internal Claude skills for recurring Finance tasks (reporting, reconciliations, commission checks, variance analysis)

• Partner with our Ops team on n8n workflows connecting Salesforce, Rillet, Maxio, and Google Sheets

• Set the standard for an AI-native Finance function — your time should be spent on judgment, not data wrangling

What we're looking for

• >3 years in FP&A, ideally including time at a B2B SaaS company. Background in consulting will be also appreciated

• Strong financial modeling skills: you can build a working model from scratch, not just update someone else's

• Commercial mindset: you enjoy partnering with Revenue, not just reporting on them

• Fluency with AI tools in a professional context. You've used AI tools to accelerate your own work, and you can point to processes you've redesigned or automated. You see AI as a lever, not a threat.

• Comfortable with Salesforce reporting, spreadsheets at depth, and modern finance tooling.

• Clear, structured written communication: you'll be presenting to the exec team regularly

• Fluency in English mandatory

Nice to have

• Experience building internal automations (Claude skills, n8n, Zapier, or similar)

• Experience with SaaS accounting, commission plans and deal desk processes

• Prior exposure to board reporting and investor updates

• Working proficiency in French and English

Why this role

• Direct exposure. You'll work with the COO daily and the broader exec team weekly.

• Small, senior team. Finance is three people today. You're the fourth, and the first dedicated FP&A hire.

• Real ownership. Budget, commissions, deal desk, board reporting: all yours from day one.

• AI-native by default. Claude is deployed across Crossbeam, and Finance is one of the heaviest-leverage use cases. You'll inherit a working foundation (ARR tracker, renewal tracker, SFDC query skills, n8n workflows) and have a clear mandate to push it further.

Compensation and benefits

• Competitive base salary and equity

• Flexible remote work

Recruitment process

• Initial HR Screen — 30 minutes: A video call with the People team to discuss your background, commercial mindset, and alignment with Crossbeam’s mission.

• Hiring Manager Interview with COO— 30 minutes: A deep dive into your technical FP&A experience, including financial modeling and SaaS metrics, with the COO or Director of Accounting.

• Director of Accounting — 30 minutes: Assess technical accounting fluency, cross-functional working style between Finance and Accounting, and operational rigor on commissions and close processes.

• On-site Executive Panel: A final meeting at the office with the President and core team to assess cultural fit and strategic vision.

Our Core Values

Values are a social contract that we have with our team, our users, and our communities. They are guiding lights as well as argument-enders, and we expect results delivered in a way that is consistent with these values.

Trust is our Foundation

We create value by building trust in our company, our team, and our technology. That goes in all directions, not just between us and our customers but also amongst ourselves. We approach conflict with empathy and curiosity, and ascribe best intentions to all of our collaborators.

Work Hard and Smart

This is a startup, and we will act like one. We prioritize impact, take personal ownership of outcomes, act decisively, and get our hands dirty in the process. We communicate clearly, avoid over-engineering, and take risks. This allows us to be creative, innovative, and solution-oriented.

Default to Transparency

We will not succeed in information silos. We share the good, bad, and ugly about what is happening in our company, which requires us to pay attention, always measure what matters, and hold each other accountable.

Belonging

In our workplaces, communities, and ecosystems, we shape environments where people feel a sense of belonging. To do this, we work to ensure that stakeholders of all backgrounds are treated equitably and experience psychological and physical safety. This is key to their relationship with our company, their access to opportunities, and their ability to thrive.

Treasure the Fun

We are incredibly lucky to be here — let’s make memories. We will all spend that extra bit of time and energy to energize each other with fun and inspiring experiences. This applies internally and externally, from the smallest interactions to the largest events.