Financial Planning and Analysis Manager
Retell AI
Financial Planning and Analysis Manager
Retell AI
Builds AI voice agents for business phone calls
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
No. 1 Best Places to Work in the Bay Area, San Francisco Business Times 2026
#3 Fastest-Growing Software Company, G2 Best Software Awards 2026
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.
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.
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.
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 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.
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).
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
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
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
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
Retell AI builds AI voice agents that answer and make phone calls for businesses, covering support, scheduling, sales, and payment calls once handled by human agents. Its agents take calls for companies such as CVS Health, Lenovo, Grab, and the San Antonio Spurs, in fields from healthcare to insurance and finance. Businesses build an agent in a drag-and-drop editor or with code, pick the AI model and voice behind it, connect it to phone lines and tools such as calendars, and test it on simulated calls before going live. Customers pay for each minute their agents spend on the phone. Retell AI was founded in 2023, went through the Y Combinator startup program, and is based in Redwood City, California.
Explore more opportunities at Retell AI