Position Summary
Tipalti’s Finance team manages the company’s finances across its global operations and ensures that financial outcomes are optimized in line with our long-term growth strategy. This role will be responsible for FP&A activities with a focus on expenses and driving decision making to support thoughtful and data-driven investment decision making as we continue to double down on our growth plans. On a regular basis, you can expect to work cross-functionally with stakeholders across the company, conduct monthly budget to actual variance analyses, build KPI driven dashboards and models and monitor spend. Core responsibilities will include financial forecasts, targets, annual plan, and Board of Director materials. Additionally, you will be involved in critical projects such as systems implementations, new product and geographic expansion initiatives, and evaluating potential M&A opportunities.
Why join Tipalti?
Tipalti is the AI-powered platform for finance automation, elevating how finance teams operate in the global economy. We empower our customers to scale faster and smarter by removing the complexities of doing global business and accelerating their finance operations efficiency. Our platform provides a comprehensive suite of finance automation solutions designed for mid-market businesses across accounts payable, global payouts, procurement, employee expenses, corporate cards, supplier management, tax compliance, and treasury. Tipalti partners with leading financial institutions such as Citi, Wells Fargo, J.P. Morgan, and Visa, enabling over 5,000 global companies to efficiently and securely pay millions of suppliers and payees across 200+ countries and territories, in 120 currencies.
At Tipalti, we pride ourselves on our collaborative culture, the quality of our product and the capabilities of our people. Tipaltians are passionate about the work they do, and keen to get the job done. Tipalti offers competitive benefits, a flexible workplace, career coaching, and an environment where diverse individuals can thrive and make an impact. Our culture ensures everyone checks their egos at the door and stands ready to reach for success together.
Founded in Israel in 2010, Tipalti is a global business headquartered in the San Francisco Bay Area (Foster City) with offices in Tel Aviv, Plano, Toronto, Vancouver, London, Amsterdam, Tbilisi and Medellin.
In this role, you will be responsible for:
- Drive critical capacity planning for Customer Success, Customer Support, and Customer Onboarding departments
- Participate and become subject matter expert in company wide consumption revenue planning
- Engage in implementation and enhancement of our systems and processes to scale planning & reporting across teams and geographies
- Act as the go-to strategic partner for our global Operations division and work collaboratively with these groups to drive continuous improvement in initiatives
- Design monthly and quarterly financial reports and dashboards with actionable insights and KPIs for department owners
- Proactively lead deep dive analytics and sharing your insights with relevant stakeholders to assist in optimizing expenses
- Participate in vital long range planning and ad-hoc strategic activities for the company
About you
Necessary:
- 8+ years of relevant work experience, ideally with both private and public companies
- Bachelor's degree in Accounting or Finance preferred
- Prior FP&A experience including driver-based planning, forecast and reporting and variance analysis
- Strong familiarity with ERP systems such as NetSuite, HRIS systems and forecasting tools such as Adaptive Insights, Anaplan, Planful, etc.
- Expert modeling skills and desire to continue to further develop knowledge base (e.g., SQL and data analytics tools)
- Excellent written and verbal communication skills; able to effectively communicate across departments and at all levels and partner and influence stakeholders
- A keen sense of ownership and ability to drive results with an eye towards continuous process improvement, including the ability to innovate and simplify both finance and operational processes
- Highly adaptable and experience working in a fast-paced environment while juggling competing priorities
Bonus Points if:
- SaaS or Fintech industry experience
- Direct experience and expertise with Adaptive Planning
- Ramping and growth through an IPO
Our benefits package includes:
- Hybrid working model that requires you to be in the Plano office on Monday, Tuesday, and Thursday
- Competitive salary and stock options
- Matching 401K
- Extended benefits, Employee Assistance Program, life insurance, AD&D, LTD
- Maternity, Paternity and Fertility Treatment benefits
- 15 days of PTO
- Subsidized lunch on office days
- Fresh fruit, snacks & drinks in office
- Phone/internet allowance
- Regular company-wide social events
- Multiple ERG groups celebrating our diversity and creating an inclusive culture
#LI-hybrid
Our Mission
Our mission is to elevate how finance teams operate in the global economy. We empower our customers to scale faster and smarter by removing the complexities of doing global business and accelerating their finance operations efficiency. We are the AI-powered platform that automates finance.
Tipalti is fueled by a commitment to our customers and a desire to build lasting connections. Our client portfolio includes high-velocity businesses such as Amazon Twitch, GoDaddy, Roku, WordPress.com, and ZipRecruiter. We work hard for our 99% customer retention rate which is built on trust, reliability and innovation. Tipalti means we handled it" - a mission to which we are constantly committed.
Accommodations
Tipalti champions inclusive teams, in which every voice counts. We are committed to recruiting diverse candidates with varied personal experiences and abilities. We welcome applications from candidates belonging to historically underrepresented or disadvantaged groups, and maintain an equitable Talent Acquisition process that is free from discrimination.
As an equal opportunities employer, Tipalti complies with employment and human rights laws across the various jurisdictions in which we operate. Should you require reasonable adjustments or accommodations during the recruitment process, including access to alternate formats of materials, meeting spaces, or other accommodations that could better enable your full participation, please reach out to [email protected] for assistance.
Privacy
We are committed to protecting the privacy interests of job applicants and candidates. For more information about our privacy practices during our Talent Acquisition process, please refer to our Job Candidate Privacy Notice below:
Job Candidate Privacy Notice | Tipalti
www.tipalti.com/privacy/job-candidate-privacy-notice/
