01Responsibilities
Manage the annual financial and operational budget and the quarterly and monthly financial forecasts for the Sales and Marketing organizations Partner with Sales leadership on revenue forecasting, pipeline coverage analysis, quota setting, and segment-level attainment tracking across SMB, Mid-Market, and Enterprise Build and maintain sales capacity planning models including ramp curves, attainment assumptions, headcount-to-quota ratios, and OTE/Quota benchmarksSupport the annual AOP process - from QBSR build-up to management plan and board plan - in partnership with Sales segment leaders and the CFOSupport Marketing Channel Managers with financials and key business metrics, including campaign-level ROI analysis, Marketing Channel funnel metrics, and allocation of expenses to calculate Channel level CAC PaybackManage BDR / SDR headcount planning and evaluate performance and efficiencyDevelop and maintain financial models to track and analyze investment priorities and evaluate potential alternatives and their impact on the company's overall performancePerform actual vs. budget variance analysis and identify any risks or opportunities associated with reported financial data; provide monthly expense, capital, and headcount forecastsBuild executive and board-ready materials covering segment performance, GTM efficiency, and key SaaS metrics Skilled in distilling complex data into a clear, concise presentation of insights and actionable recommendations for an executive audience
Requirements
Skills, Experience and Attributes for Success:
Bachelors degree in Accounting, Finance, or Economics from a reputed institute and/or CA/CMA/CS qualified/Semi Qualified7-10 years of experience in FP&A, Accounting, Banking, Consulting, or similar field, including 2+ years of Core FPA experience in the SaaS industryDirect experience partnering with Sales leaders (VPs, Segment Heads) on quota, pipeline, and attainment - not just as a finance reporter, but as a thought partner Marketing FP&A experience preferred - including CAC, channel ROI, and BDR/SDR efficiency analysisStrong understanding of SaaS GTM metrics: ARR, ACV, Pipeline Coverage, Attainment %, OTE, Magic Number, Rule of 40Proven success in understanding businesses and model-building; cross-functional collaboration to implement new processesStrong analytical mindset with an attention to detail and the ability to identify and quickly resolve data issues / needsExcellent communication skillsThrive in fast paced startup work environment and manage tight deadlines; Flexible and adaptable to change of prioritiesPositive, can do attitude, keen to automate and optimize processes with AIWhat We Offer
Work closely with a cross-functional team of highly motivated and intelligent folks with a unique range of start-up and enterprise experienceCompetitive CompensationRemote/Hybrid Work EnvironmentVibrant company cultureGrowth, Development and Career opportunities which accompany a high-growth organization Why Youll Join Us
Birdeye is where industry leadership meets next-generation innovation. Our platform is trusted by thousands of businesses of every size and industry, giving them the tools to win every customer interaction. With AI woven into everything we build and into how we operate as a team were not just keeping up with the future, were defining it.
Here, youll join a culture that moves fast, thinks big, and celebrates wins together. Whether your passion is building, selling, supporting, or scaling, youll be surrounded by top talent who know what it takes to thrive in a competitive market. If you want to see your ideas create impact at scale and accelerate your career with a company on the rise, Birdeye is the place to do it. .
