Workato

Senior FP&A Manager

Palo Alto, California; San Francisco, California · Senior

Sponsorship not specifiedDetected 1 day ago

Data VisualizationStakeholder ManagementFinancial ModelingFinancial AnalysisAccountingForecastingBudgetingExcelSAPFP&AProcess ImprovementProcurementERPHRPerformance ManagementHRISResearchLeadershipCommunicationCollaborationProblem SolvingCritical ThinkingPublic SpeakingMicrosoft Office

About the role

A leader in Enterprise MCP and trusted by 50% of the Fortune 500, Workato's cloud-native architecture connects every application, data source, and process to power real-time orchestration at scale.
With enterprise-grade security and continuous innovation at its core, Workato provides the trusted foundation for organizations to automate with confidence and operationalize AI across the business.
To learn more, visit www.workato.com Why join us?

Responsibilities

The Senior Manager, FP&A serves as the primary finance business partner supporting the Research & Development (R&D) and General & Administrative (G&A) organizations.
This role provides strategic financial leadership to functional executives by driving planning, forecasting, investment analysis, and business decision support.
Partner with functional leaders to develop financial strategies that support business objectives and organizational growth
Develop and maintain headcount, compensation, and operating expense models
Deliver insightful analyses on spending trends, budget variances, workforce planning, and operating performance
Develop business cases and financial models supporting new initiatives, technology investments, organizational changes, and capital expenditures
This position partners closely with senior leaders across Engineering, Product Development, IT, Human Resources, Finance, Legal, Facilities, and other corporate functions to ensure financial plans align with operational priorities and long-term business strategy.
Partner with Accounting during monthly and quarterly close activities to ensure accurate financial reporting
Collaborate with HR on workforce planning, compensation analysis, and organizational modeling
Support Corporate FP&A in consolidated planning, reporting, and executive presentations

Requirements

Bachelor's degree in Finance, Accounting, Economics, Business, or related field
8+ years of progressive experience in FP&A, corporate finance, or strategic finance
Demonstrated experience supporting R&D, Engineering, Product Development, or G&A organizations
Strong understanding of operating expense management, workforce planning, and budgeting
Proven ability to influence cross-functional leaders without direct authority
Advanced proficiency in Excel and PowerPoint
Experience in technology, software, semiconductor, biotechnology, or other innovation-driven industries
Experience with enterprise planning systems such as Anaplan, Adaptive Planning, Oracle EPM, or SAP Analytics Cloud
Familiarity with ERP platforms such as Oracle, SAP, NetSuite, or Workday Financials
Experience using BI tools such as Sigma Computing, Tableau or Power BI

Nice to have

MBA and/or CPA preferred

Skills

About Workato
To learn more, visit www.workato.com
Why join us?
Ultimately, Workato believes in fostering a flexible, trust-oriented culture that empowers everyone to take full ownership of their roles.
If this sounds right up your alley, please submit an application.
Business Insider named us an "enterprise startup to bet your career on"
Forbes' Cloud 100 recognized us as one of the top 100 private cloud companies in the world

Compensation

Lead annual operating plan, quarterly forecasts, and long-range planning for assigned business functions

Company info

Challenge assumptions and provide independent financial perspective on investments, hiring plans, and strategic initiatives

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