FP&A Manager (GTM)

Restaurant365
Irvine +3 more
Hybrid

Who this role is best for

Best suited to finance professionals with SaaS experience and a strategic mindset working in a collaborative, hybrid environment.

Best fit for

  • Finance professionals with SaaS experience and strategic leadership skills
    — “8+ years of progressive finance experience with exposure to SaaS/software business models”
  • Candidates who thrive in a hybrid work arrangement with in-person collaboration expectations
    — “employees are expected to work onsite each Tuesday and Wednesday”

Things to consider

  • The role demands a high level of collaboration across GTM teams
    — “Proven track record working with GTM teams (Sales, Marketing, Customer Success, Revenue Operations, etc.) to drive strategic and collaborative outcomes”

How to stand out

  • Highlight experience in financial modeling and strategic planning with SaaS companies
    — “Support product strategy & pricing strategies through sophisticated financial modeling and competitive analysis”
  • Demonstrate your ability to create clear business narratives from financial data
    — “Exemplary communication skills (verbal and written) that enable you to translate complex financial concepts into clear and compelling business stories”
  • Showcase your experience in optimizing financial processes and improving team efficiency
    — “An innate desire to always look for ways to improve processes and increase team efficiency”
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • optimized sales productivity
  • improved marketing ROI
  • enhanced channel performance
  • uplevelled month-end close processes
  • led annual planning process
Typical background
8+ years of finance experienceexposure to SaaS modelsproven track record in finance

Skills & requirements

Required

Financial ModelingSaas Business ModelsGTM KpisCustomer Acquisition CostsLifetime ValueRevenue Performance MetricsSales ProductivityMarketing ROIChannel PerformanceMonthly Close ProcessesExecutive ReportingFinancial ArchitectureComplex Business ChallengesAd Hoc AnalysesCommunication Skills

Preferred

AI Tools For Financial ModelingProficiency With Business Tools

Stack & domain

AI ToolsFinancial ModelingSaas/software Business ModelsSalesforceIntacctAdaptiveGongCommunicationProblem-solvingTeamworkLeadershipFinanceSalesMarketingCustomer SuccessRevenue Operations

About the role

Original posting from Restaurant365 via Lever

Restaurant365 is a SaaS company disrupting the restaurant industry! Our cloud-based platform provides a unique, centralized solution for accounting and back-office operations for restaurants. Restaurant365’s culture is focused on empowering team members to produce top-notch results while elevating their skills. We’re constantly evolving and improving to make sure we are and always will be “Best in Class” ... and we want that for you too!

The Instructional Video Designer designs and creates engaging, high-quality instructional video content that supports client adoption and advances R365’s learning and certification strategy. This role combines creative visual storytelling with instructional expertise—developing original media assets that transform complex product concepts into compelling, easy-to-understand learning experiences.  

 Instructional Video Designers operate with creative autonomy to determine visual approach, pacing, and structure. They manage multiple concurrent projects, scoping timelines and deliverables, and ensuring consistent alignment with instructional objectives, brand standards, and project goals. This position requires both creative judgment and strong project management discipline to balance artistry with precision and delivery efficiency.  

How you'll add value::

Strategic Leadership 

Partner directly with executive Finance & GTM leadership to optimize sales productivity, marketing ROI, and channel performance 

Build efficiencies to uplevel our month-end close processes and executive reporting cadences 

Help lead the annual planning process for all GTM functions, becoming the financial architect of our growth and acceleration strategies 

Revenue Impact 

Become the go-to expert on GTM KPIs, customer acquisition costs, lifetime value, and revenue performance metrics 

Uncover growth opportunities through deep-dive analyses of sales funnel performance, marketing attribution, and pricing strategies 

Support product strategy & pricing strategies through sophisticated financial modeling and competitive analysis 

Operational Excellence 

Deliver mission-critical reporting with precision and speed – variance analyses, forecasting models, and strategic assessments 

Build and optimize financial models that support GTM decision-making and resource allocation 

Create executive reporting and dashboards that provide real-time visibility into key business metrics and performance trends, including Board reporting 

Solve complex business challenges and questions through ad hoc analyses  

What you'll need to be successful in this role::

8+ years of progressive finance experience with exposure to SaaS/software business models 

Experience in leveraging AI tools to build and manage complex financial models (e.g. Claude, ChatGPT) 

Proven track record working with GTM teams (Sales, Marketing, Customer Success, Revenue Operations, etc.) to drive strategic and collaborative outcomes 

An ability to see beyond the numbers to understand business drivers and growth levers 

Strong expertise in building robust planning and forecasting models that drive business decisions 

Exemplary communication skills (verbal and written) that enable you to translate complex financial concepts into clear and compelling business stories 

An innate desire to always look for ways to improve processes and increase team efficiency 

Bonus, but not required: proficiency with our business tools (Salesforce, Intacct, Adaptive, Gong, etc.) and experience incorporating AI into finance workflows and 2-3 years of PE or investment banking experience. 

R365 Team Member Benefits & Compensation:

  • This position has a salary range of $96,400 - $144,600. The above range represents the expected salary range for this position. The actual salary may vary based upon several factors, including, but not limited to, relevant skills/experience, time in the role, business line, and geographic location. Restaurant365 focuses on equitable pay for our team and aims for transparency with our pay practices.
  • Comprehensive medical benefits, 100% paid for employee
  • 401k + matching
  • Equity Option Grant
  • Unlimited PTO + Company holidays
  • Wellness initiatives

This role is hybrid, balancing flexibility with the value of in-person collaboration. To support connection, partnership, and team effectiveness, employees are expected to work onsite each Tuesday and Wednesday.

Internal Employees - R365 is committed to growing talent from within.  If you see a role that excites you and you meet the qualifications, we encourage you to apply -regardless of your current location or work arrangement.  Reach out to your People Business Partner if you have questions.

DYN365, Inc d/b/a Restaurant365 is an equal opportunity employer.

Source: Restaurant365 careers (Lever)

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