Senior Manager, FP&A

This role is onsite 4 days a week in Pleasanton, CA. There is a modified WFH policy in place. 

Summary:

Manages the financial planning, budgeting, and forecasting processes for key business areas. Provides strategic insights and actionable recommendations through data analysis and financial modeling. Partners with cross-functional teams to drive alignment between financial performance and company goals.

Duties and Responsibilities:

Forecast Coordination & Consolidations: You will bring structure and rigor to Tekion’s dynamic and fast-scaling planning environment. Own and manage the company-wide planning process and calendar, including corporate-level forecast consolidation. This includes setting planning cadence, clearly communicating timelines and deliverables, and aligning cross-functional stakeholders across Finance, Revenue, Product, and Operations. You will also lead the forecast reconciliation process, ensuring leadership has a clear and accurate pulse on business performance.

P&L Management: Serve as a subject matter expert on Tekion’s P&L. Lead consolidation and reporting of the company’s financial results, providing deep insights into performance drivers and ensuring alignment with our core financial objectives. Partner closely with functional Finance & Accounting teams, Revenue Analytics, and Corporate FP&A to deliver accurate forecasts and strategic insights that support executive decision-making.

Management Reporting: Translate financial data into compelling, decision-ready narratives. Develop executive-level reporting to support senior leadership, including the CFO, ELT, and Board of Directors. Contribute to high-visibility financial summaries prepared throughout the year and play a key role in synthesizing financial performance into clear recommendations and strategic trade-offs.

Long-Range Planning: Help shape Tekion’s long-term financial strategy. Lead the long-range planning process in partnership with Revenue Analytics, Product, Operations, and other functional leaders to align financial and operational goals. Ensure planning reflects both growth ambitions and operational discipline as the company scales.

Innovation & Continuous Improvement: Continuously evaluate and improve financial planning processes, systems, and reporting capabilities. As Tekion’s business complexity increases, proactively drive automation, system optimization, and scalable planning frameworks to enhance accuracy, speed, and strategic impact.

• Job Complexity: Manages financial planning processes for business units with moderate to high complexity. Balances strategic analysis with detailed forecasting execution.
• Required Supervision: Operates with limited oversight. Trusted to lead planning cycles and support leadership decision-making.
• Expertise: Strong financial modeling, business acumen, and communication skills. Known for delivering insights that influence financial strategy.

Qualifications:

• 10+ years of experience in FP&A, Strategic Finance, or Corporate Planning within a public or late-stage growth company
• Demonstrated experience managing an end-to-end financial planning process (business unit or corporate level)
• Strong proficiency in financial modeling, Excel, and reporting tools (e.g., Power BI, Tableau, Anaplan)
• Experience with ERP systems (e.g., Oracle, SAP, NetSuite) and financial planning software
• Excellent analytical, organizational, and cross-functional collaboration skills
• Proven ability to drive planning processes and deliver executive-ready financial insights
• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred

Competencies:

 Sponsorship

• Please note that visa sponsorship is not available for this position.  

Perks and Benefits

• Competitive compensation and generous stock options   
• 100% employer-paid top-of-the-line medical, dental and vision coverage  
• Great benefits including unlimited PTO, parental leave and free snacks and beverages  
• The opportunity to work with some of the brightest minds from Silicon Valley’s most dominant and successful companies   
• Be part of an early stage, hyper-growth start-up with the opportunity to grow and prosper    
• Work on the latest and coolest technologies – everything is home-grown and built ground-up   
• A dynamic work environment with a strong sense of community and collaboration   
• The open and transparent culture that encourages innovation, rewards performance and discourages hierarchy   
• Exciting opportunities for career growth and development   

Current Tekion Employees – Please apply via Greenhouse Internal Job Board