Senior FP&A Manager

About the role

Are you an experienced finance professional who gets energized by being in the room where decisions happen? Do you love building things and partnering with people across a company to make it run smarter? If so, we want to meet you.

As Senior Manager of FP&A, you'll own the financial planning function end-to-end, reporting to the VP of Finance and working closely with functional leaders. You'll lead a Senior FP&A Analyst and help build the team as Roo scales. The ideal candidate brings strong financial chops, a growth mindset, and a to become a trusted advisor across the organization.

Responsibilities

Strategic Partnership

• Serve as a trusted financial advisor to functional leadership, proactively surface risks and opportunities with a point of view.
• Lead cross-functional planning processes requiring you to align, challenge, and synthesize input from Sales, Product, Marketing, and Operations.
• Translate financial complexity into clear, executive-ready insights for non-finance audiences.

Financial Planning & Analysis

• Lead all forecasting: revenue, cash, operating model, and long-range forecasting.
• Lead the annual budget process end-to-end, coordinating inputs across departments.
• Develop and track KPIs that connect operational activity to financial outcomes.
• Prepare ad hoc and ongoing reporting for internal teams, executives, and investors.

Operational Excellence & Team Leadership

• Build scalable, repeatable processes for budgeting, forecasting, and performance analysis.
• Lead the FP&A team's AI adoption. Set the standard for AI fluency on the Finance team and mentor the FP&A Analyst accordingly.
• Support implementation and administration of EPM/ERP systems as Roo scales.
• Partner with Accounting to ensure accurate, efficient reporting.
• Manage and develop the FP&A junior talent & contractors; build team scope and headcount over time.

About You

• Strategic operator: Track record of influencing executive decisions, not just informing them. Trusted by leaders outside of Finance.
• Cross-functional relationship builder: Naturally builds trust with GTM, Product, and Operations peers. Understands that Finance's credibility and efficacy depend on its relationships.
• Growth Orientation: Intellectually curious and eager to drive continuous improvement through process enhancement and change.
• Strong financial technician: 3-statement modeling, scenario analysis, unit economics. Technical foundation is table stakes; how you apply it is what matters.
• Clear communicator: Writes and speaks in ways non-finance audiences can act on.

Qualifications

• 8+ years of progressive FP&A experience in high-growth or startup environments.
• Demonstrated experience as a cross-functional partner and strategic advisor to executive leaders — not just a financial analyst supporting them.
• Hands-on AI/automation experience applied to FP&A workflows (required); must be able to speak to specific examples.
• Advanced financial modeling: 3-statement, revenue forecasting, cash forecasting, LRP, and valuation.
• Strong Google Sheets proficiency; experience migrating from Excel a plus.
• Experience with EPM/ERP systems (e.g., QuickBooks, Netsuite, Adaptive, Aleph).
• SQL and/or Python experience highly desired.
• Bachelor's in Finance, Accounting, or related field; MBA or CFA a plus.
• Prior experience managing direct reports preferred.

Please see below for compensation ranges based on our geographical tiering system recommended by external benchmark data (with example cities listed).

While we are a remote first company, if you are based in San Francisco this will be a hybrid role.  

Note: We’ve recently been made aware of a job scam where scammers are posing as Roo employees and conducting fake text interviews. Please note that any communication from @lifeatroo.com is not legitimate. All official Roo communication will always come from @roo.vet.