Full-Time

FP&A Manager

EPD

Posted on 9/15/2025

Dialpad

Dialpad

1,001-5,000 employees

AI-driven customer engagement and collaboration

Compensation Overview

CA$89.3k - CA$110.3k/yr

Vancouver, BC, Canada

In Person

Category
Finance & Banking (1)
Required Skills
Financial analysis
Excel/Numbers/Sheets
Financial Modeling
Requirements
  • Bachelor's degree in Accounting or Finance
  • At least 5 years of combined accounting and FP&A experience; experience supporting EPD organizations strongly preferred; SaaS experience strongly preferred
  • Proficiency in working in Google Workspace, and advanced skills in Google Sheets or Excel
  • Strong modeling background, including financial analysis and monthly reporting
  • Preferably experience with FP&A/forecasting tools, including Adaptive and Anaplan
Responsibilities
  • Financial modeling, including budgeting, reporting, and what-if scenarios
  • Lead annual budgeting activities for the EPD team
  • Conduct monthly budget reviews with Senior EPD Leadership
  • Provide CEO and executive leadership with product and feature adoption & related revenue analysis, ROI insights on team staffing levels, integrations, and systems
  • Partner with all levels of management to gather, summarize, and prepare recommendations regarding financial plans, trended future requirements, and operating forecasts
  • Present data in cohesive reports that provide clear communication
  • Conduct and prepare special studies to analyze complex financial actions and prepare recommendations
  • Analyze financial information to determine present and future financial performance
  • Assist with other projects as needed

Dialpad provides an AI-powered platform for customer engagement, sales, and team collaboration via subscription. It processes calls and chats to deliver real-time transcription, sentiment analysis, live coaching, and predictive CSAT. It differentiates itself through fast feature releases, strong integrations, and notable partnerships, with recognition across UCaaS, VoIP, CCaaS, outbound tracking, Google Workspace tools, and conferencing. Its goal is to help businesses improve customer service and sales effectiveness using AI-driven insights and collaboration tools.

Company Size

1,001-5,000

Company Stage

Late Stage VC

Total Funding

$450M

Headquarters

San Ramon, California

Founded

2011

Simplify Jobs

Simplify's Take

What believers are saying

  • Brett Reed's appointment as CFO drives financial discipline for enterprise scaling.
  • TD SYNNEX partnership expands global reach through international tech distributors.
  • 97% contact center AI adoption generates 775 million recaps for proven scale.

What critics are saying

  • Genesys and Five9 copy Skill Mining, eroding differentiation within 6 months.
  • T-Mobile builds in-house AI, causing Dialpad revenue loss in 12 months.
  • GDPR enforcement halts healthcare data processing, terminating HOPCo contracts.

What makes Dialpad unique

  • Dialpad's in-house Dialpad AI processes billions of conversation minutes without third-party data sharing.
  • Agentic AI tools like Skill Mining and Proving Ground bridge pilot-to-production execution gap.
  • No-code Agent Studio enables custom AI agents with Guardian for real-time compliance.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Flexible Work Hours

Phone/Internet Stipend

Gym Membership

Professional Development Budget

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

1%
Yahoo Finance
Apr 7th, 2026
Dialpad named leader in intelligent contact centres for SMBs, surpasses $350M ARR

Dialpad has been named a Leader in the Aragon Research Globe for Intelligent Contact Centers for SMB, 2026. The recognition highlights the company's AI-native platform and unified approach to customer communications. Aragon Research evaluated providers on strategy, performance and market reach. Dialpad's positioning reflects its purpose-built AI capabilities, Google partnership and integrations with platforms including Salesforce. Key features include AI Recap for conversation summaries, AI Playbooks for real-time guidance and AI Scorecards for automated quality evaluation. The company has surpassed $350 million in annual recurring revenue and serves over 40,000 business customers, including Randstad, Nasdaq and T-Mobile. Dialpad has delivered nearly one billion AI Recaps across its platform to date.

Business Wire
Mar 17th, 2026
Dialpad names Brett Reed as CFO to scale AI-first enterprise platform

Dialpad has appointed Brett Reed as chief financial officer, formalising his role after serving as interim finance leader. The AI-first communications platform made the move to strengthen financial leadership as it scales to meet enterprise demand. Reed brings over 20 years of financial management experience, including positions at Salesforce and Vlocity. His appointment comes as Dialpad expands into the enterprise market and develops agentic AI capabilities. CEO Craig Walker said the enterprise market is moving beyond AI experimentation into rigorous execution, requiring strong financial discipline. Reed will focus on streamlining operations to deliver performance and measurable value for enterprise customers. Dialpad's platform serves companies including Randstad, Nasdaq and T-Mobile. The company is backed by Andreessen Horowitz, GV, ICONIQ Capital and T-Mobile.

WPGX
Mar 17th, 2026
Dialpad Names Brett Reed as Chief Financial Officer to Lead Next Era of Global Enterprise Scale

Dialpad names Brett Reed as Chief Financial Officer to lead next era of global enterprise scale. * 1 hr ago Dialpad, the AI-first communications and agentic platform defining the next era of business conversations and actions, today announced the appointment of its interim finance leader, Brett Reed, as Chief Financial Officer. The move formalizes Dialpad's finance leadership as the company scales to meet growing demand from the world's largest enterprise organizations. Brett Reed, Chief Financial Officer, Dialpad "The enterprise market is moving past the experimental phase of AI and into a phase of rigorous execution," said Craig Walker, CEO and Co-founder of Dialpad. "Brett is a high-impact leader who has a strong reputation with the investment community and knows exactly what it takes to scale a world-class organization. By naming him CFO, we're ensuring Dialpad has the financial discipline and the 'A-team' in place to get after the massive opportunity in Agentic AI for our customers." With more than 20 years of financial management experience, including Salesforce and Vlocity, Reed brings the strategic rigor and pattern recognition required for Dialpad's continued expansion into the public-scale enterprise market. His leadership ensures that as Dialpad's customers transition to autonomous AI solutions, they are supported by a partner built for long-term scale and enterprise-grade performance. "Dialpad has built the most complete and AI-native platform the way business actually works today - and with our leading agentic capabilities, we are defining how businesses will work in the future," said Brett Reed, CFO. "I am thrilled to take on this role as we streamline our operations to deliver the performance, security, and measurable value that our enterprise customers demand." About Dialpad Dialpad is the AI-first communications and agentic platform defining the next era of business conversations and actions. From customer service to sales to unified communications, Dialpad delivers AI-enhanced experiences for customers worldwide including Randstad, Nasdaq, Express Scripts, T-Mobile, Motorola Solutions, Tractor Supply, and Texas Roadhouse. Backed by Andreessen Horowitz, GV, ICONIQ Capital, T-Mobile, and OMERS, Dialpad is leading the Agentic AI revolution in business communications.

VoIP Review
Mar 12th, 2026
Dialpad Unveils Enhanced AI Tools at Enterprise Connect 2026

Dialpad unveils enhanced AI tools at Enterprise Connect 2026. At Enterprise Connect 2026, Dialpad unveiled a series of new enhancements for its Agentic AI platform, designed to transition AI projects from experimental phases to full-scale deployments. With a focus on bridging the "AI execution gap," Dialpad aims to tackle the challenge of converting AI pilots into operational solutions that deliver measurable business benefits. The surge in AI adoption is notable, with a whopping 79% of companies integrating AI agent technology by 2025. However, stumbling blocks remain, as half of these projects stall at pilot stages. Craig Walker, CEO of Dialpad, sees the true hurdle not in ambition, but in executing AI effectively. "Enterprises aren't struggling with AI ambition - they're struggling with AI execution," Walker stated. The firm's latest advancements aim to streamline the journey from ideation to deployment, foregoing hours of guesswork. New capabilities, such as Skill Mining, are part of Dialpad's enhanced offerings. By analyzing historical conversation data, Skill Mining reveals friction points in customer interactions, spotlighting areas ripe for AI-driven automation. This not only promises smoother customer experiences but also improved operational efficiencies. Another innovation is Proving Ground, providing a sandbox for testing AI agent performance before it goes live. This feature allows organizations to simulate outcomes, ensuring confidence in their AI investment and its expected returns. Dialpad has also integrated enhanced analytics, which marry AI interactions with real-world business outcomes, offering a clear view of automation impacts on KPIs like resolution rates and customer satisfaction. Hayley Sutherland from International Data Corporation emphasizes the value of predictive impact assessments in decision-making. "The real value for customers right now is moving beyond retrospective analytics to understanding the specific impact and resolution rates ahead of time," she remarked. Additionally, Dialpad introduced Agent Studio, a no-code environment enabling businesses to create custom AI agents. This democratizes the development process, allowing businesses to deploy AI without specialized coding skills. Dialpad's commitment to governance and security is evident in their new Guardian feature. Acting as a safety supervisor, Guardian ensures regulatory compliance and reduces data exposure risks, instilling confidence in scaling AI operations. AI technology is already a cornerstone for Dialpad's clientele. The platform boasts a 97% AI adoption rate among its contact center customers. Features such as real-time transcription and sentiment analysis assist human agents, enhancing service delivery. In conclusion, with these advancements and tools, Dialpad is positioning its Agentic AI Platform as a comprehensive solution for businesses seeking to move past AI experimentation into robust, automated operational frameworks in their communications infrastructure.

The Associated Press
Mar 3rd, 2026
Dialpad launches agentic AI platform to help enterprises deploy AI agents from pilot to production

Dialpad has launched new features for its agentic AI platform aimed at helping enterprises deploy AI agents from pilot to production. The advancements include Skill Mining to analyse historical conversations and identify high-impact use cases, Proving Ground to validate AI agent performance before deployment, and Guardian for real-time safety monitoring and compliance. The company introduced Agent Studio, a no-code tool enabling users to build custom AI agents for voice and digital channels with enterprise-grade governance. Dialpad reports that 97% of its contact centre customers currently use AI, generating over 775 million AI recaps to date. The platform is now available and will be showcased at Enterprise Connect 2026 in Las Vegas. Dialpad is backed by Andreessen Horowitz, Google Ventures and SoftBank.

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