Manager, Financial Planning & Analysis

What we do:

Customer-Led Voice Assistants

PolyAI builds enterprise voice assistants that carry on natural conversations with customers to solve their problems. Our voice assistants understand customers, regardless of what they say or how they say it. We serve enterprises where customer conversation is an important part of doing business. Our customers include some of the leading names in banking, hospitality, insurance, retail, and telecommunications.

Our enterprise clients deploy PolyAI voice assistants to cut down on wait times and free up live staff to focus on calls requiring empathy and judgment. As a result, our enterprise clients see improved customer satisfaction, employee retention and operational efficiency.

The Role:

We are seeking a dynamic and detail-oriented FP&A Manager to join our finance team. This is a critical role as our first dedicated FP&A hire, and you will play a pivotal part in shaping our financial planning and analysis processes. You will work closely with Finance leadership team, senior management and various departments to support our strategic goals and drive business growth.

Salary: $125,000 - $165,000

Requirements

What You’ll Do:

• Maintain financial models to support budgeting, forecasting, and long-term planning.
• Conduct variance analysis and provide actionable insights to management.
• Improve ongoing internal reporting cadence and business insight take-aways.
• Collaborate with cross-functional teams to drive business performance and process improvements.
• Prepare and present financial reports and analyses to senior leadership.
• Monitor key performance indicators (KPIs) and financial metrics, ensuring alignment with business objectives.
• Utilize SQL or similar data analytics tools to extract, manipulate, and analyze financial data.
• Assist in the development and implementation of financial policies and procedures to enhance efficiency and accuracy.
• Support ad-hoc financial projects and analyses as required.

What You’ll Need:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 2-4 years of experience in Financial Planning & Analysis (FP&A) or a similar role.
• Strong proficiency in financial modeling and analysis.
• Strong attention to detail, bias to action and a mindset to drive rigor and continuous improvement.
• Advanced Excel skills; experience with SQL or other data analytics tools is highly desirable.
• Proven track record of process improvement and business partnering.
• Excellent interpersonal and communication skills.
• Detail-oriented with strong organizational skills.
• Ability to work independently and as part of a team in a fast-paced environment.

Benefits

PolyAI Benefits - US

• Participation in the company’s employee share options plan
• 100% of Single Cost (employee) and 50% of Dependent for medical, dental & vision
• Life Insurance
• STD and LTD
• The opportunity to contribute to the company's 401k plan
• 20 days vacation + 10 public holidays + paid sick leave
• Annual learning and development allowance
• One-off WFH allowance when you join
• Enhanced parental leave

Equal Opportunity Statement:

PolyAI is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

All employment decisions at PolyAI will be based on the business needs without attention to ethnicity, religion, sexual orientation, gender identity, family or parental status, national origin, neurodiversity status or disability status.

AI isn’t about pre-scripted chatbots or asking your smart speaker about the weather.

At PolyAI, we build voice and text-based virtual customer service agents that truly understand what your customers want.

Our virtual agents are context sensitive, flexible and provide the best responses at every turn of the conversation.

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