Financial Planning and Analysis Manager
Fieldguide
Financial Planning and Analysis Manager
Fieldguide
Builds AI software for audit and advisory firms
Fieldguide is establishing a new state of trust for global commerce and capital markets through automating and streamlining the work of assurance and audit practitioners specifically within cybersecurity, privacy, and financial audit. Put simply, we build software for the people who enable trust between businesses.
We’re based in San Francisco, CA, but built as a remote-first company that enables you to do your best work from anywhere. We're backed by top investors including Growth Equity at Goldman Sachs Alternatives, Bessemer Venture Partners, 8VC, Floodgate, Y Combinator, DNX Ventures, Global Founders Capital, Justin Kan, Elad Gil, and more.
We value diversity — in backgrounds and in experiences. We need people from all backgrounds and walks of life to help build the future of audit and advisory. Fieldguide’s team is inclusive, driven, humble and supportive. We are deliberate and self-reflective about the kind of team and culture that we are building, seeking teammates that are not only strong in their own aptitudes but care deeply about supporting each other's growth.
As an early stage start-up employee, you’ll have the opportunity to build out the future of business trust. We make audit practitioners’ lives easier by bringing together up to 50% of their work and giving them better work-life balance. If you share our values and enthusiasm for building a great culture and product, you will find a home at Fieldguide.
We are hiring a hands-on FP&A Manager to serve as the analytical engine of our planning, reporting, and decision support. You will own core planning cycles and the reporting that goes to our executive team and board, build the KPI infrastructure that tells us how the business is really performing, and support the strategic work that comes with scaling toward IPO. This role begins as an individual contributor with a clear path to building and leading a team as the function grows.
Support the annual budget process, quarterly reforecasts, and the rolling operating model, including revenue, headcount, and expense builds.
Prepare monthly and quarterly reporting packages with variance analysis and written commentary that explains the drivers, not just the deltas.
Build and maintain board and investor reporting materials in partnership with the Head of FP&A and the VP of Finance.
Track and improve the integrity of our SaaS efficiency metrics: CAC and payback, magic number, gross margin, and burn efficiency.
Improve our planning and reporting infrastructure, including the systems, data flows, and source-of-truth definitions that connect our ERP, CRM, and planning tools.
Partner with department leaders on headcount planning, spend management, and monthly budget reviews.
Build models that support strategic decisions such as pricing and packaging, product investment cases, fundraising, and evaluation of inorganic opportunities.
5-8 years in FP&A, corporate finance, investment banking, private equity, or consulting, with meaningful exposure to high-growth SaaS. Depth of ownership matters more to us than years served.
Advanced financial modeling skills and expert fluency in Excel or Google Sheets, with the judgment to know when a model should be simple.
Working knowledge of modern planning tools (for example Pigment, Runway, Mosaic, or Anaplan) and comfort with SQL or BI tools is a plus.
A strong command of accounting fundamentals and how they shape planning, reporting, and revenue recognition.
Clear written and verbal communication. You can distill a complex analysis into a recommendation that a non-finance leader can act on.
A high degree of ownership and comfort operating with ambiguity in a fast-moving environment.
More about Fieldguide:
Fieldguide is a values-based company. Our values are:
Fearless - Inspire & break down seemingly impossible walls.
Fast - Launch fast with excellence, iterate to perfection.
Lovable - Deliver happiness & 11 star experiences.
Owners - Execute & run the business with ownership.
Win-win - Create mutual value & earn trust for life.
Inclusive - Scale the best ideas with inclusive teams.
Some of our benefits include:
Competitive compensation packages with meaningful ownership
Flexible PTO
401k
Wellness benefits
Technology & Work from Home reimbursement
Flexible work schedules
Builds AI software for audit and advisory firms
Fieldguide builds AI software for accounting and advisory firms to manage audits, risk assessments, and other client engagements in one shared workspace. Its Field Agents divide engagement work across planning, evidence testing, review, and financial statement preparation, with practitioners directing the work and approving results. The platform connects document requests, workpapers, and reporting so firms and their clients work from the same engagement records instead of separate files and email threads. Firms buy subscriptions to the hosted software, with implementation services covered by their contracts. Fieldguide was founded in 2020 and is headquartered in San Francisco, California, United States.
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