FP&A Manager (R&D)

Restaurant365
Irvine +3 more
Hybrid

Who this role is best for

A natural match if you have experience in R&D financial planning and SaaS cost modeling.

Best fit for

  • Candidates with 8+ years in FP&A and a background in supporting R&D or tech teams
    — “8+ years of FP&A, Finance, Business Analysis, or related experience, including experience supporting an R&D, Engineering, or Product organization”
  • Professionals who can translate technical concepts into financial terms for non-technical stakeholders
    — “Comfort partnering with technical stakeholders (Engineering, Product) and translating technical concepts into financial terms”
  • Individuals with a strong grasp of SaaS financials and cloud cost management frameworks
    — “Own the COGS model for our multi-tenant SaaS platform — hosting, cloud infrastructure, third-party services, and support costs”

Things to consider

  • Hybrid work arrangement requires in-office presence 2 days per week, which may impact flexibility for remote candidates
    — “This role is hybrid, balancing flexibility with the value of in-person collaboration”
  • Candidates must be prepared to manage multiple concurrent projects with strict timelines and deliverables
    — “manage multiple concurrent projects, scoping timelines and deliverables”

How to stand out

  • Highlight experience with cloud cost management tools like AWS Cost Explorer or Azure Cost Management
    — “Familiarity with cloud infrastructure billing and cost management (e.g., Azure Cost Management, AWS Cost Explorer)”
  • Demonstrate ability to apply AI tools in financial modeling and analysis
    — “Applies AI tools to accelerate R&D financial analysis and reporting”
  • Showcase examples of scenario analysis and cost optimization recommendations tied to business outcomes
    — “Build scenario and sensitivity analyses to evaluate investment trade-offs”
  • Emphasize experience with ERP and spend management systems in your resume and interview responses
    — “Experience with financial planning, ERP, CRM, and spend management systems (e.g., Aleph, Sage Intacct, Salesforce, Ramp) preferred”
  • Demonstrate your ability to create executive-level financial presentations using Excel
    — “Advanced knowledge of Excel including modeling, and experience preparing executive-level presentations”
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Team

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

What success looks like

  • accurate financial reporting
  • strategic decision-making
  • cost optimization
  • financial modeling
  • scenario analysis
Typical background
financeaccountingFP&A

Skills & requirements

Required

Financial PlanningAnalysisBudgetingForecastingFinancial ModelingReportingStakeholder ManagementProject Management

Preferred

AI ToolsPower BIFP&A Software

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::

Serve as the key FP&A business partner to R&D leadership (Engineering, Product, and DevOps), supporting all planning, budgeting, and forecasting for the organization 

Build and maintain R&D headcount and opex models, including hiring plans, contractors, and capitalized software costs 

Build scenario and sensitivity analyses to evaluate investment trade-offs — hiring plans, infrastructure commitments, technology, and other strategic R&D initiatives — and partner with R&D leadership on prioritization 

Own monthly R&D budget-to-actual and forecast variance analysis, partnering with functional leaders to identify anomalies, trends, and key drivers behind variances in R&D spend and hosting costs, and incorporate opportunities for optimization into future forecasts 

Partner with Engineering and DevOps to forecast and manage Azure and AWS hosting costs, including usage trends, contract terms, capacity requirements, and committed spend, and provide financial analysis to support cost optimization initiatives such as reserved instance/savings plan commitments and vendor contract negotiations 

Own the COGS model for our multi-tenant SaaS platform — hosting, cloud infrastructure, third-party services, and support costs — and build and maintain unit economics (cost per customer, per location, per transaction) tied to gross margin trends and pricing 

Build business cases with Product that connect technology investment to payback period, margin impact, and revenue or retention upside, and establish a cost allocation and tagging approach so spend is attributable to products, features, and customers 

Forecast and evaluate AI tooling and infrastructure spend (e.g., Claude, agentic workloads) across R&D and other teams, and recommend cost-effective usage and licensing strategies 

Ensure the timely delivery of accurate R&D financial reporting, forecasts, and management analyses — including dashboards and a regular operating cadence for near real-time visibility into cost and margin impact — and support board- and executive-level reporting on gross margin, R&D efficiency, and capital allocation 

Applies AI tools to accelerate R&D financial analysis and reporting, validates the accuracy of AI-generated outputs, and incorporates AI-driven insights into forecasts and recommendations 

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

8+ years of FP&A, Finance, Business Analysis, or related experience, including experience supporting an R&D, Engineering, or Product organization 

Bachelor’s degree in finance/accounting or related field, or equivalent work experience  

Experience with financial planning, ERP, CRM, and spend management systems (e.g., Aleph, Sage Intacct, Salesforce, Ramp) preferred 

Ability to interpret financial statements and convey key recommendations to the business 

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

Strong attention to detail, with the ability to self-review work and consistently deliver accurate, polished outputs 

Advanced knowledge of Excel including modeling, and experience preparing executive-level presentations 

Knowledge and experience in the SaaS/software industry  

Familiarity with cloud infrastructure billing and cost management (e.g., Azure Cost Management, AWS Cost Explorer) and FinOps concepts preferred 

Comfort partnering with technical stakeholders (Engineering, Product) and translating technical concepts into financial terms 

Ability to solve complex business challenges and work with company executives to understand business needs and strategy, delivering accurate and timely financial models, analysis, and recommendations that have a proven impact on the business (e.g., financial savings, operational improvements, or customer benefits), backed by excellent written and verbal communication skills 

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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