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About the Role

Reachdesk is a multi-entity SaaS gifting marketplace operating across the US, UK, Portugal, and Australia. This role is a modern, data-driven FP&A position focused on planning, forecasting, reporting, and analytics, utilizing automation and AI to enhance efficiency.

Responsibilities

• Build and maintain the consolidated operating model across all entities and revenue streams.
• Own the annual budget, quarterly reforecasts, and rolling cash and P&L forecasts.
• Run budget-versus-actual and variance analysis, with clear commentary on drivers.
• Develop unit economics and margin analysis by revenue stream.
• Produce board, lender, and management reporting narrative.
• Own the Reachdesk Performance Dashboard as the single source of truth for company performance.
• Own the reporting data layer spanning NetSuite, Salesforce, DealHub, and analytics tooling.
• Partner with data owners to specify finance's reporting, data, and integration requirements.
• Define and monitor data integrity checks for forecasts and dashboards.
• Build and maintain self-service dashboards and reporting for finance and cross-functional stakeholders.
• Identify and implement automation across forecasting, reporting, and variance workflows.
• Apply AI tools to accelerate analysis, surface anomalies, and draft commentary.
• Champion practical, controlled adoption of AI and automation within finance.

Requirements

• Five or more years in FP&A, corporate finance, or a closely related analytical role, ideally in SaaS or a multi-entity business.
• Advanced financial modeling and a strong command of Excel or Google Sheets.
• Hands-on data skills: SQL and BI or analytics tools, and comfort working across multiple source systems.
• Working knowledge of an ERP, NetSuite strongly preferred.
• CRM and CPQ data (Salesforce, DealHub) an advantage.
• Demonstrated use of automation and AI tools to improve finance or analytics workflows.
• Clear, concise communication and the ability to present to executives and a board.
• Experience in a high-growth, multi-entity, or investor-backed business.
• Multi-currency consolidation and cross-border operations.
• Integration tooling (for example Workato) and modern analytics platforms.

Skills

• Financial modeling
• Excel
• Google Sheets
• SQL
• BI tools
• Analytics tools
• ERP systems
• NetSuite
• Salesforce
• DealHub
• Automation tools
• AI tools
• Communication
• Presentation skills
• Multi-currency consolidation
• Cross-border operations
• Integration tooling
• Workato
• Analytics platforms

Location

• United States
• Remote

Work Type

• Remote
• Full-time

Experience Level

• Manager

Education Level

• Bachelor's degree in finance, accounting, economics, data, or a related field.
• Finance or analytics certification (e.g., CFA, CMA, or an FP&A or data credential) preferred.

Salary/Compensations

• $120,000—$140,000 USD

Benefits

• Competitive salary with generous stock options
• 401(k) with employer match
• Medical, dental & vision insurance, including mental health support and fast access to care
• Flexible PTO that increases with tenure
• Additional flexibility for life’s unexpected moments

About the Company

• Reachdesk is the first truly end-to-end SaaS global gifting and swag platform, helping B2B companies create meaningful connections with prospects, customers, and employees while driving measurable ROI.
• We believe gifting is more than just a transaction: it’s about building genuine human connections that fuel business growth.
• Our platform makes it easy to deliver personalized gifts, branded swag, and unforgettable event & brand experiences at scale through automated sourcing, storage, and global delivery.
• Trusted by many of the most recognized names in technology and SaaS, Reachdesk integrates effortlessly with your marketing, sales, and HRIS tech stack.
• Powered by a world-class team with hubs in New York, London, and Lisbon.

Equal Opportunity

• Reachdesk believes that a diverse team helps us achieve our mission faster, and so we welcome applicants from all backgrounds.