Director of Financial Planning & Analysis (FP&A)

Director Of Fpa

We're looking for a hands-on, strategic leader to join our Strategic Finance & Operations team as the Director of FP&A. In this role, you will be the architect and owner of our financial operating model, building the framework that guides how we plan, forecast and measure performance across the company. You will lead the annual planning and forecasting processes ensuring our financial plans are tightly aligned with strategic objectives and operational realities.

You will transform complex financial data into clear actionable insights that inform business decisions at the highest levels of the company. This includes partnering with department leaders to translate business strategies into financial outcomes, shaping the narratives that reach our executive team and supporting materials that influence investors and our board of directors. This is a high visibility and high impact role during a period of rapid growth. You'll play a critical role in shaping our financial strategy, instilling rigor into our planning processes and serving as a trusted advisor to leaders across the organization.

Key responsibilities include :

• Own the financial operating model - design, maintain and evolve a best in class planning framework that serves as the company's single source of financial truth
• Lead annual planning and rolling forecast cycles - orchestrate inputs across all functions, challenge assumptions, and ensure our plans are ambitious and achievable
• Deliver world class reporting & insights - produce monthly and quarterly management packages, investor ready materials, and KPI dashboards that illuminate performance drivers and guide decision making
• Partner with senior leaders across the business - working alongside our stakeholders across the business to connect strategy to financial outcomes and ensure accountability to targets
• Provide strategic decision support - running scenario analyses, sensitivity tests, and ad-hoc models that help the executive team evaluate trade-offs and capitalize on growth and efficiency opportunities
• Drive process and technology innovation - leveraging technology and artificial intelligence to streamline workflows, improve accuracy and enable faster, smarter decision making
• Elevate the FP&A function - establish scalable processes, frameworks and best practices that will serve as the foundation for a growing team as the company continues to scale

What we're looking for :

About Qualified

Qualified is the Agentic Marketing platform for B2B companies around the world. Headquartered in San Francisco, Qualified delivers pipeline generation at scale with Piper the AI SDR for thousands of customers like Crunchbase, Demandbase, Greenhouse, Plaid, and Suse. Led by former Salesforce CMO Kraig Swensrud and former Salesforce Product SVP Sean Whiteley, Qualified boasts 1100+ 5-star reviews on G2 and is ranked #1 on the Salesforce AppExchange. Qualified is funded by Sapphire, Tiger Global, Norwest Venture Partners, Redpoint Ventures, and Salesforce Ventures.

One Team

We're all in this together with a shared goal : grow the business and each other. Work as a team, win as a team. Collaborate and strategize across departments to deliver A+ work. We are bold thought leaders that value creating a sense of belonging for all and celebrating our wins, big or small.

Customer Obsessed

Prioritize the customer above everything else. Build a product that our customers love. Establish ourselves as their trusted advisor and do "Whatever it takes" to make them successful. Prove the ROI. Only when our customers win do we win.

Think Big & Move Fast

We're defining a new category and we have fierce competition. Fast-paced innovation is the name of the game. We look forward. We reimagine. We throw out new ideas. We test things. We move quickly. We challenge the norm. We don't settle for status quo.

Diversity & Inclusion

Qualified is committed to bringing together individuals from different backgrounds and perspectives. We strive to create an inclusive environment where everyone can thrive, feel a sense of belonging, and do great work together.

We are proud to be an equal opportunity employer open to all qualified applicants regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or expression, Veteran status, or any other legally protected status.