Risk Management Solutions FP&A Manager, Sales, Marketing & Product Management in Newark, California

FP&A Manager, Sales, Marketing & Product Management

Newark, California


About the role: This critical position will function as a catalyst aligning the needs and objectives of Sales, Marketing and Product Management organizations with the singular goal of planning for and achieving profitable topline growth.



  • Collaborate with and support business unit Leaders across the Sales & Services, Marketing, and Product Management business units to facilitate achievement of goals against operational performance metrics.

  • Facilitate a detailed financial planning process resulting in a bookings pipeline that is driven by a robust product roadmap and through Go to Market and pricing strategy.

  • Maintain standard financial templates in support of the Quarterly and Annual forecasting process.


  • Prepare and communicate monthly and quarterly financial reports – provide insightful analysis on budget variances on expense and Headcount trends.

  • Manage the month-end accrual process.

New Product/Solutions Introduction

  • Analyze, synthesize, and validate business cases providing key inputs for Finance leadership to make go/no-go decisions on new products/solutions.


  • Bachelor’s in Finance, Accounting or related field of study

  • MBA preferred.

  • Highly proficient in Excel w/ proven ability to engineer scalable models.

  • 6-8 years of business partnership experience preferably supporting Sales and services organization within the software/Fintech industry.

  • Working knowledge of general accounting concepts

  • Experience with Salesforce.com and Hyperion suite preferred

  • Intangible requirements include intense curiosity and ability to take initiative to establish processes that facilitate alignment between business units

  • Proven ability to demonstrate professional skepticism

RMS is enrolled in E-Verify® and will be participating in E-Verify in addition to our Form I-9 process. www.dhs.gov/E-Verify

RMS is proud to be an equal opportunity employer.