FP&A Manager

Retell AI
San Francisco, CA
On-site

Who this role is best for

Best suited to candidates with hands-on FP&A experience in high-growth software companies, working in a fast-paced, usage-based business environment with a focus on building systems from scratch.

Best fit for

  • Candidates with a track record of building financial systems from scratch in high-growth software environments
    — “you are happy to be hands-on and build from scratch”
  • Individuals who have worked directly with founders and presented to investors in prior roles
    — “Experience working directly with founders or executives and presenting to a board or investors”
  • Professionals with strong scenario modeling and forecasting skills in usage-based or SaaS businesses
    — “Advanced financial modeling skills, including scenario analysis and driver-based forecasting”

Things to consider

  • This role requires direct collaboration with founders and leaders across multiple departments
    — “Partner with the Founder and leaders across Sales, Product, and Engineering”
  • The candidate must be comfortable with data analysis using SQL or BI tools, not just spreadsheets
    — “Comfort with data. You can pull and analyze numbers yourself using SQL or BI tools, not just spreadsheets.”

How to stand out

  • Emphasize your ability to translate complex financial data into clear, actionable insights for non-finance leaders
    — “Communication: explaining finance to non-finance leaders in plain language”
  • Showcase your work with venture-backed companies, especially through fundraise cycles
    — “Experience at a venture-backed company through a fundraise”
Pace · SteadyCollaboration · HighAutonomy · HighDecision Impact · Company

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

What success looks like

  • builds-financial-planning-analysis
  • partners-with-leaders
  • defines-core-metrics
  • prepares-board-materials
Typical background
finance-leaderfpna

Skills & requirements

Required

Financial-planning-analysisAnnual-plan-forecastOperating-modelMonthly-business-reviewPricing-strategyUnit-economicsHiring-plansInvestment-decisionsCore-metrics-reportingBoard-investor-materialsFinance-foundation

Preferred

Voice-ai-finance

Stack & domain

Financial PlanningForecastingFinancial AnalysisCommunicationLeadershipProblem-solvingFinanceAIEnterprise

About the role

Original posting from Retell AI via Ashby

ABOUT RETELL AI

Retell AI is using first-principles thinking to reimagine the call center with cutting-edge voice AI. Thousands of companies now use Retell's AI voice agents to handle sales, support, and logistics calls that once required large teams of human agents. Backed by Y Combinator, Alt Capital, and other leading investors. We've grown 20x from $5M to $100M+ in annualized revenue run rate in under two years, reaching a $1.5B+ valuation.

Our vision for 2026 is to build a modern CX platform where entire contact centers are powered by AI. Instead of basic automation that needs constant human tuning, we're creating intelligent AI “workers” that act as frontline agents, QA analysts, and managers, continuously executing, monitoring, and improving every customer interaction.

We're growing fast and looking for ambitious builders who want to tackle hard technical problems, move quickly, and have a real impact on one of the fastest-growing voice AI companies in the world.

Let's build the future together.

Recent recognition:

  • Voice AI Startup Hits $100 Million Run Rate With $4.6 Million Funding https://www.forbes.com/sites/timkeary/2026/11/12/voice-ai-startup-hits-100-million--run-rate-with-46-million-funding/
  • Retell ranked #1 in G2 Voice AI evaluation https://ai.g2.com/evaluations/categories/voice
  • No. 1 Best Places to Work in the Bay Area, San Francisco Business Times 2026 https://finance.yahoo.com/technology/ai/articles/voice-ai-startup-retell-ai-145200025.html
  • Top 50 AI Apps, a16z (2025) https://a16z.com/the-ai-application-spending-report-where-startup-dollars-really-go/
  • #3 Fastest-Growing Software Company, G2 Best Software Awards 2026 https://company.g2.com/news/g2s-2026-best-software-awards
  • Best Agentic AI Software, G2 Best Software Awards 2026 https://www.retellai.com/blog/retell-ai-recognized-as-the-best-agentic-ai-software-by-g2
  • #4 Fastest-Growing Software Vendor, Brex Benchmark 2025 https://www.brex.com/journal/brex-benchmark-december-2025
  • Enterprise Tech 30 Class of 2026, Nasdaq & Wing VC https://www.nasdaq.com/videos/retell-ai
  • Top-Ranked Startup, Lean AI Leaderboard https://leanaileaderboard.com/
  • Backed by Y Combinator https://www.ycombinator.com/companies/retell-ai

ABOUT THE ROLE

Retell AI transforms customer experience with voice AI for enterprises, including customers like CVS/Aetna, San Antonio Spurs, Lenovo, and Grab. We have more customer stories than we can tell!

We are hiring our first in-house finance leader focused on FP&A. You will report directly to a Founder and be the person who builds how Retell AI plans, forecasts, and measures the business as we scale. This is a hands-on role with real influence on pricing, hiring, and investment decisions, and the finance foundation you build now will carry the company through its next stage of growth.

KEY RESPONSIBILITY

This hire owns Retell AI's financial planning and analysis end to end: the plan, the forecast, and the numbers leadership uses to make decisions.

  • Build and run the annual plan, rolling forecast, and operating model covering revenue, usage-based gross margin, headcount, and cash.
  • Run the monthly business review: explain what changed versus plan, why it changed, and what we should do about it.
  • Partner with the Founder and leaders across Sales, Product, and Engineering on pricing, unit economics, hiring plans, and where to invest next.
  • Define and report the core metrics (ARR, net revenue retention, gross margin, burn, CAC payback) and prepare board and investor materials.
  • Set up the finance foundation: planning tools, reporting cadence, and clean data, working with our accounting and tax partners.

WHAT WE'RE LOOKING FOR

Must have:

  • 5+ years in FP&A, strategic finance, or corporate finance, ideally at a high-growth software or usage-based business.
  • Advanced financial modeling skills, including scenario analysis and driver-based forecasting.
  • Experience working directly with founders or executives and presenting to a board or investors.
  • Comfort with data. You can pull and analyze numbers yourself using SQL or BI tools, not just spreadsheets.
  • Comfort being a first hire: you are happy to be hands-on and build from scratch.

Nice to have:

  • Experience at a venture-backed company through a fundraise.
  • Familiarity with usage-based pricing and infrastructure or AI inference costs.
  • Background in investment banking, consulting, or a top finance team before moving to a startup.

HOW WE EVALUATE

We care less about checkboxes and more about:

  • Modeling quality: accurate, clear, and built so others can use it.
  • Judgment: turning messy numbers into a clear recommendation.
  • Ownership under ambiguity: moving forward without a playbook.
  • Communication: explaining finance to non-finance leaders in plain language.

YOU MIGHT THRIVE IF

  • You would rather ship a working v1 model this week than a perfect one next quarter.
  • You like being close to business and talking with sales, product, and engineering every day.
  • You enjoy building systems and processes where none exist yet.

JOB DETAILS

Location: Redwood City, California (Relocation support provided)

US Visas: Retell AI is open to sponsoring work authorization for qualified candidates, including H-1B, TN, L-1, E-3, and F-1 (OPT/CPT).

COMPENSATION

Our compensation ranges reflect different scopes of responsibility and cash/equity options. Your offer will depend on the skills and impact you demonstrate during interviews, the scope of the role, and your preferred cash/equity balance.

Annual base salary ranges:

  • Senior: $150,000–$190,000
  • Staff: $170,000–$210,000
  • Principal: $210,000 - $270,000

OTHER BENEFITS

  • 100% coverage for medical, dental, and vision insurance
  • $70/day DoorDash credit for breakfast, lunch, dinner, and snacks
  • $200/month wellness reimbursement (gym, fitness classes, etc.)
  • $300/month commuter reimbursement (gas, Caltrain, etc.)
  • $75/month phone bill reimbursement
  • $50/month internet reimbursement

COMPENSATION PHILOSOPHY

  • Best offer upfront: Choose from three cash-equity balance options; no negotiation needed
  • Top 1% talent: Above-market pay (top 5th percentile) to attract exceptional builders
  • High ownership: small teams, >$1M revenue per employee, and significant equity
  • Performance-based: Offers tied to interview performance, not tenure or past salary

INTERVIEW PROCESS

  • Recruiter screen (15 min)
  • Model Walkthrough with CFO (45 min)
  • Hiring Manager interview (45 min)
  • Onsite (3 hours)
  • Case Study
  • Business partnering
  • Cross-functional conversation with HR

Source: Retell AI careers (Ashby)

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