Director, FP&A

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.   Nearly half of all working Americans are not saving enough for their future. Too often it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings. We’re a high-growth tech company changing the retirement industry. We’ve raised $500M and are backed by leading investors. Most recently, by funding from BlackRock as well as many other top investors: TPG (The Rise Fund) with SoftBank led our Series D , Glynn Capital, NewView Capital, USVP, Wing, Uncork, and others. About the role We’re looking for an experienced finance professional to lead all strategic finance, planning, and analysis for the company. In this highly visible role, you will partner with executives and other teammates across the organization as you manage long-range strategic planning, lead the budgeting process and monthly forecast cadence, and drive performance reporting and analysis. You will have the opportunity to directly impact strategic decision-making and build out the FP&A function as we continue to scale. The position will report to the VP of Finance and work closely with our Senior Financial Analyst, our CEO, and other key stakeholders. What you get to do every  day Lead and optimize our budgeting and forecasting processes Manage, oversee, and own the company operating model, rolling financial forecasts, and underlying revenue and cost buildups Collaborate with functional leaders to analyze the impact of key strategic initiatives and support prioritization and resource allocation decisions Build detailed financial models and analyses, including benchmarking, gross margin analysis, CAC payback analysis, and scenario-based models with sensitivities Prepare internal management reports, Board materials, and investor updates Analyze financial results, identify key trends, and assess current and future business risks Partner closely with our Accounting, Data, and RevOps teams to continuously improve reporting infrastructure and processes and maintain key metrics that provide actionable insights into business performance Support fundraising, capital structure strategy, investor relations, and other corporate development activities as needed What you bring to the role 7+ years of progressive experience in strategic finance or FP&A roles, strong preference for experience in high growth B2B SaaS companies Experience building teams to implement planning systems-NetSuite, Salesforce and Tableau are preferred Expertise in building complex financial models Ability to forge strong relationships with business partners at all levels of the organization Strong knowledge of SaaS business models, metrics, and unit economics Analytical prowess - combination of both big picture thinking and command of details High degree of comfort with ambiguity - ability to solve problems, manage projects, and balance multiple priorities in a dynamic, fast-paced environment Effective at communicating complex topics and influencing others Roll-up-your sleeves attitude, growth mindset, curiosity, and scrappiness   Why you will love working at Human Interest Mission - Highly collaborative startup dedicated to supporting employee engagement and growth. It’s an opportunity to help solve one of the biggest unsolved problems in America: saving for retirement. Culture - Our operating principles define how we come together as a team to do our work. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest.  Customer obsession Long-term orientation Autonomous and accountable teams An escalating bar for talent and performance  Fundamental optimism  Read more Compensation - At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the US. The base salary for this position spans $180,000 - $230,000 and represents the minimum in our lowest geographic region to a maximum in our highest geographic region. The salary that we offer to a new employee within this range is based on their location within the US, their relevant job-related skills, and experience. At Human Interest, base salary is one component of the overall Total Rewards package. Depending on the position, additional compensation components such as bonus, commission, and equity may be offered. All of our employees are offered a robust suite of physical, financial and mental wellness benefits.   Benefits -  A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees Top-of-the-line health plans, as well as dental and vision insurance Generous PTO and parental leave policies Addition Wealth - Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness Lyra - Enhanced Mental Health Support for Employees and dependents   Carrot - Fertility healthcare and family forming benefits Candidly - Student loan resource to help you and your family plan, borrow, and repay student debt Monthly work-from-home stipend; quarterly lifestyle stipend Employee Resource Groups including Veterans, Lift Ev’ry Voice, Pride, LatinX, Families, and Women in Tech Fun online and regional events and celebrations and department and company offsites We’re a great place to work (but don’t take our word for it)  Here’s a list of our awards and accolades: Best Places to Work by Built In (2023-2024) Certified as a Great Place To Work® (2023) A Top Company by Y Combinator (2020-2023) America’s Best Startup Employers by Forbes (2020-2022)  Inc. Fastest Growing Companies (2021)   Human Interest is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws. Human Interest employees must adhere to the Company’s security policies and Code of Ethics.   Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates. We will not consider resumes from vendors including and without limitation search firms, staffing agencies, fee-based referral services, and recruiting agencies.  Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records. We comply with CCPA guidelines. See more: https://humaninterest.com/disclosures