Key skills
GoAIAgenticSalesforceBudgetingCommunicationDecision MakingSales
About this role
About SnapLogic
SnapLogic is the Agentic Integration Company, integrating AI, data, applications, and microservices into one powerful platform that transforms how enterprises connect, automate, and scale. Unlike legacy integration tools, SnapLogic is built for the AI era and trusted by global leaders, including AstraZeneca, Adobe, Verizon, Epsilon and Sony. With its industry-leading platform, SnapLogic empowers every team across the enterprise to securely build faster, smarter, AI-connected workflows – all through natural language and intuitive low-code design.
Join the Agentic Integration movement at snaplogic.com.
The Role:
As a key member of the FP&A (Financial Planning and Analysis) team, you will collaborate closely with leaders in our go-to-market functions (Sales, Marketing, Professional Services). You will drive financial analysis for data-driven decision making, work cross functionally to support business partners across the organization, and support the operational efficiency of the team in order to grow at scale. The ideal candidate thrives in a highly collaborative and fast-paced environment, is a self-starter with strong attention to detail, is able to process data from disparate sources of information to perform complex financial analysis, and has a track record of being a strong cross-functional quarterback.
This position is based in our HQ office in San Mateo, California. Hybrid work environment.
There's never been a better time to join our SnapSquad!
At SnapLogic, we believe in empowering people - customers and employees alike - to integrate everything and create anything. From competitive salaries and equity packages to global wellness benefits, we’re committed to your success and well-being.
A Few Reasons You’ll Love it Here:
We’re InnovatorsSnapLogic pioneered the first generative integration solution, SnapGPT, and continues to lead with a full suite of AI-powered tools - making integration faster, smarter, and accessible to more people.
We’re Recognized LeadersFrom being named a Visionary in multiple Gartner Magic Quadrants, leading the market in innovative AI reports from Aragon Research, or being recognized for AI in the Cloud Awards, we’re setting the pace in a rapidly evolving market.
We’re Growing FastNamed one of Inc. 5000’s Fastest Growing Private Companies in 2024, SnapLogic is scaling globally - and we want you to grow with us.
We’re Agentic Our platform empowers everyone across the enterprise to create automated, AI-connected workflows. That means more impact, less friction, and a bigger role for YOU in driving transformation.
Are you ready to help the world integrate everything and create anything? Let’s talk. Apply now and help shape the future of integration.
SnapLogic is the Agentic Integration Company, integrating AI, data, applications, and microservices into one powerful platform that transforms how enterprises connect, automate, and scale. Unlike legacy integration tools, SnapLogic is built for the AI era and trusted by global leaders, including AstraZeneca, Adobe, Verizon, Epsilon and Sony. With its industry-leading platform, SnapLogic empowers every team across the enterprise to securely build faster, smarter, AI-connected workflows – all through natural language and intuitive low-code design.
Join the Agentic Integration movement at snaplogic.com.
The Role:
As a key member of the FP&A (Financial Planning and Analysis) team, you will collaborate closely with leaders in our go-to-market functions (Sales, Marketing, Professional Services). You will drive financial analysis for data-driven decision making, work cross functionally to support business partners across the organization, and support the operational efficiency of the team in order to grow at scale. The ideal candidate thrives in a highly collaborative and fast-paced environment, is a self-starter with strong attention to detail, is able to process data from disparate sources of information to perform complex financial analysis, and has a track record of being a strong cross-functional quarterback.
This position is based in our HQ office in San Mateo, California. Hybrid work environment.
What You'll Do:
- Act as a trusted business partner to our team leaders in Sales, Marketing, and Professional Services on resource allocation decisions and report on key performance metrics on a regular basis
- Maintain the company financial model to drive visibility into the forecasting and budgeting process, and develop additional financial models as needed
- Deliver timely financial reporting for Board meetings and executive team reviews
- Drive ad hoc analysis to enable data-driven decision making across the organization, deliver key insights and actionable recommendations, and help key stakeholders execute on business decisions
- Prepare materials for potential investor presentations and due diligence efforts
- Support the Accounting team in the month end close process and annual audit
- Help evaluate strategic vendor and partner relationships
What We're Looking For:
- Bachelor’s Degree in Finance, Economics, or Accounting
- 7 to 10+ years of relevant experience in FP&A, strategic finance, public accounting and/or investment banking
- Experience working with Sales, Marketing, and Professional Services functions
- Strong attention to detail
- Exceptional Excel modeling skills, both in building new models and streamlining existing models
- High proficiency in PowerPoint, and specifically translating analysis into digestible formats
- Highest level of integrity, professionalism and judgement with the ability to handle confidential information
- Ability to distill complex analysis and nuanced problems into actionable insight
- Collaborative team player with strong communication skills
- Demonstrated track record of being a cross-functional business partner
- Growth mindset and a curiosity for tackling challenges across the organization
Nice to Have:
- MBA or related Master’s Degree, CPA, or CFA
- Experience in software industry with an understanding of subscription revenue model and related metrics
- Experience with financial software systems (e.g. Mosaic, NetSuite, Salesforce)
- Experience in a high-growth, startup environment
There's never been a better time to join our SnapSquad!
At SnapLogic, we believe in empowering people - customers and employees alike - to integrate everything and create anything. From competitive salaries and equity packages to global wellness benefits, we’re committed to your success and well-being.
A Few Reasons You’ll Love it Here:
We’re InnovatorsSnapLogic pioneered the first generative integration solution, SnapGPT, and continues to lead with a full suite of AI-powered tools - making integration faster, smarter, and accessible to more people.
We’re Recognized LeadersFrom being named a Visionary in multiple Gartner Magic Quadrants, leading the market in innovative AI reports from Aragon Research, or being recognized for AI in the Cloud Awards, we’re setting the pace in a rapidly evolving market.
We’re Growing FastNamed one of Inc. 5000’s Fastest Growing Private Companies in 2024, SnapLogic is scaling globally - and we want you to grow with us.
We’re Agentic Our platform empowers everyone across the enterprise to create automated, AI-connected workflows. That means more impact, less friction, and a bigger role for YOU in driving transformation.
Are you ready to help the world integrate everything and create anything? Let’s talk. Apply now and help shape the future of integration.