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Senior Financial Planning & Analysis (FP&A) Leader

retell-ai • United States
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Build and lead Retell AI’s financial planning, forecasting, and analysis as a first in-house finance hire. Own pricing, unit economics, and investment decisions while setting up FP&A systems from scratch. Requires 5+ years in FP&A, strategic finance, and hands-on financial modeling with comfort working directly with founders and executives.

Key Responsibilities
Build and run annual plan, rolling forecast, and operating model for revenue, gross margin, headcount, and cash.
Partner with Founder and leaders across Sales, Product, and Engineering on pricing, unit economics, and investment decisions.
Define and report core financial metrics (ARR, net revenue retention, gross margin, burn, CAC payback) and prepare board/investor materials.
Set up FP&A systems, including planning tools, reporting cadence, and clean data.
Technical Skills Required
Financial Planning & Analysis (FP&A) Financial Modeling Data Analysis (SQL/Bi Tools)
Benefits & Perks
100% medical, dental, and vision insurance coverage
$70/day DoorDash credit for meals and snacks
$200/month wellness reimbursement
$300/month commuter reimbursement
$75/month phone bill reimbursement
$50/month internet reimbursement
Nice to Have
Experience at a venture-backed company through a fundraise
Familiarity with usage-based pricing and AI infrastructure costs
Background in investment banking, consulting, or top finance teams

Job Description

Retell AI is hiring its first in-house finance leader focused on FP&A. You will report directly to a Founder and build how Retell AI plans, forecasts, and measures the business as we scale.

Key Responsibilities:

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