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Simbe

Head of FP&A

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Description

  • Reporting to the COO, Simbe’s Director of FP&A will own financial planning, forecasting, and the financial story we tell our Board, investors, and lenders
  • This is a hands-on, high-visibility seat for someone who wants direct ownership of the model and the numbers — operating with startup speed and the rigor of a much larger finance organization
  • Longer term, this role is about building an IPO-ready FP&A function: planning, reporting, and systems that scale with Simbe rather than needing to be rebuilt later
  • Own and continuously evolve Simbe’s 3-statement financial model; run scenario analysis (pricing, hiring, capex, deployment pace) to guide real business improvement decisions
  • Lead the annual budget and quarterly re-forecast cycle across departments; track actuals vs. budget monthly and flag material variances before they become surprises
  • Continuously assess headcount and other incremental investment needs, and build the timely, data-backed business case for the ones that make sense, rather than waiting for the next budget cycle
  • Own the cash forecast. Maintain a rolling short- and long-range cash view, tighten cash monitoring, and shorten the cash collection cycle
  • Build the monthly and quarterly financial reporting package (balance sheet, income statement, cash flow) and own the relevant parts of the Board deck for quarterly meetings
  • Respond to investor and lender reporting requests, manage the day-to-day relationship with financing partners on debt tied to manufacturing and other operations, and support borrowing formula/compliance reporting
  • Support fundraising strategy, preparation, and due-diligence follow-up, with an eye toward the reporting rigor and data discipline an eventual IPO will demand, and keep Simbe’s data room current
  • Represent Finance in Simbe’s monthly S&OP process; work with S&OP to define and instrument the vital metrics for the business, and own the balanced scorecard that tracks them
  • Drive insights from that data into the business - not just report trends, but push the specific changes in pricing, spend, or operations that move financial results
  • Partner directly with department leaders (Sales, Operations, Manufacturing, Product) to pressure-test their numbers, flag spend trends, and drive cost discipline
  • Own and advance Simbe’s use of our FP&A platform - driving adoption, new use cases, and integrations with our broader financial systems — and push AI and automation into forecasting, reporting, and reconciliation work, partnering with the Controller where it touches accounting or tax

Benefits

  • Comprehensive health plans
  • Culture of learning
  • Flexible time off
  • Hands-on experience owning an FP&A/planning platform (Planful, Adaptive Insights, Pigment, or Anaplan also relevant). Ability to drive adoption and new use cases and efficiency
  • Experience running Board reporting and supporting fundraising, investor, and/or lender relationships
  • 10+ years of progressive finance experience, including FP&A leadership, in a high growth technology company
  • Experience owning a company-wide financial model and running scenario analysis for executive decision-making
  • Experience with cash forecasting, cash collection cycle management, and disciplined cash management
  • Strong, direct communicator who can partner cross-functionally and with executive leadership
  • Detail-oriented, with the ability to zoom out. Equally comfortable in the model and in front of management
  • Experience with BI/reporting tools (e.g., Looker, Tableau)
  • Experience managing venture debt or banking relationships
  • Experience with Sales & Operations Planning (S&OP) or similar processes connecting an operating plan to a financial plan
  • Experience with hardware, SaaS, subscription, or hardware-as-a-service business models - robotics or connected devices a plus
  • Venture-backed or private-equity-backed company experience
  • Demonstrated experience applying AI tooling to finance, accounting, or tax workflows

Skills

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