Director of Financial Planning & Analysis (FP&A)

Qualified is the Agentic Marketing Platform for B2B companies. With Piper the AI SDR Agent, Qualified offers a whole new way to grow inbound pipeline. Piper operates across both the website and email, working to engage website visitors, capture leads, and convert buyers into pipeline around the clock. Hundreds of the world’s leading brands—including Crunchbase, Asana, Box, and Grubhub—choose Qualified to increase lead conversions, generate more meetings, and improve efficiency within their inbound pipeline motion.

Overview

We’re looking for a hands-on, strategic leader to join our Strategic Finance & Operations team as the Director of FP&A. In this role, you will be the architect and owner of our financial operating model, building the framework that guides how we plan, forecast and measure performance across the company. You will lead the annual planning and forecasting processes ensuring our financial plans are tightly aligned with strategic objectives and operational realities.

You will transform complex financial data into clear actionable insights that inform business decisions at the highest levels of the company. This includes partnering with department leaders to translate business strategies into financial outcomes, shaping the narratives that reach our executive team and supporting materials that influence investors and our board of directors. This is a high visibility and high impact role during a period of rapid growth. You’ll play a critical role in shaping our financial strategy, instilling rigor into our planning processes and serving as a trusted advisor to leaders across the organization.

Key Responsibilities

• Own the financial operating model - design, maintain and evolve a best in class planning framework that serves as the company’s single source of financial truth
• Lead annual planning and rolling forecast cycles - orchestrate inputs across all functions, challenge assumptions, and ensure our plans are ambitious and achievable
• Deliver world class reporting & insights - produce monthly and quarterly management packages, investor ready materials, and KPI dashboards that illuminate performance drivers and guide decision making
• Partner with senior leaders across the business - working alongside our stakeholders across the business to connect strategy to financial outcomes and ensure accountability to targets
• Provide strategic decision support - running scenario analyses, sensitivity tests, and ad-hoc models that help the executive team evaluate trade-offs and capitalize on growth and efficiency opportunities
• Drive process and technology innovation - leveraging technology and artificial intelligence to streamline workflows, improve accuracy and enable faster, smarter decision making
• Elevate the FP&A function - establish scalable processes, frameworks and best practices that will serve as the foundation for a growing team as the company continues to scale

What We’re Looking For

• Bachelor’s degree in Finance, Accounting, Economics, or a related field is required; an MBA or professional certifications (CPA, CFA, FP&A) are a plus.
• 8–10 years of progressive finance experience, ideally with a blend of FP&A leadership in a growth-stage SaaS or tech company and/or experience at a top-tier investment bank, management consulting (MBB), or venture capital/private equity.
• Fluency in advanced financial modeling and planning tools (Pigment experience a plus or similar tools like Anaplan, Adaptive, or Planful), alongside top-tier Excel/Google Sheets skills
• Strategic mindset with strong operational business acumen - you see beyond the numbers, connecting financial outcomes to operational levers and long term strategy. You’re as comfortable in a board prep session as you are digging into the details of departmental budgets.
• Exceptional communication skills - the ability to distill complex financial data into clear insights, stories, and recommendations that resonate with executives, investors and cross functional partners
• Collaborative leadership - a track record of influencing and partnering with senior stakeholders, even without direct authority. You build trust quickly and thrive on working cross functionally to drive alignment
• Growth-stage agility - proactive, adaptable and energized by the pace of a scaling business. You balance a bias for action with a commitment to accuracy and detail

About Qualified

Qualified is the Agentic Marketing platform for B2B companies around the world. Headquartered in San Francisco, Qualified delivers pipeline generation at scale with Piper the AI SDR for thousands of customers like Crunchbase, Demandbase, Greenhouse, Plaid, and Suse. Led by former Salesforce CMO Kraig Swensrud and former Salesforce Product SVP Sean Whiteley, Qualified boasts 1100+ 5-star reviews on G2 and is ranked #1 on the Salesforce AppExchange. Qualified is funded by Sapphire, Tiger Global, Norwest Venture Partners, Redpoint Ventures, and Salesforce Ventures. Visit qualified.com to learn more.

One Team

We’re all in this together with a shared goal: grow the business and each other.  Work as a team, win as a team.  Collaborate and strategize across departments to deliver A+ work.  We are bold thought leaders that value creating a sense of belonging for all and celebrating our wins, big or small.

Customer Obsessed

Prioritize the customer above everything else. Build a product that our customers love. Establish ourselves as their trusted advisor and do “Whatever it takes” to make them successful. Prove the ROI. Only when our customers win do we win.

Think Big & Move Fast

We’re defining a new category and we have fierce competition. Fast-paced innovation is the name of the game. We look forward. We reimagine. We throw out new ideas. We test things. We move quickly. We challenge the norm. We don’t settle for status quo.

On the heels of their Series C financing, Qualified is looking to grow the team so that they can do even more, even faster; they’re focused on delivering our customers more innovation, additional services, an expanded product portfolio, and even deeper ties into the Salesforce CRM platform. Qualified is looking for folks that are fired up about joining a fast-paced, fast-growing company that is doing big things.

Diversity & Inclusion

Qualified is committed to bringing together individuals from different backgrounds and perspectives. We strive to create an inclusive environment where everyone can thrive, feel a sense of belonging, and do great work together.

We are proud to be an equal opportunity employer open to all qualified applicants regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or expression, Veteran status, or any other legally protected status.