Senior FP&A Manager - Marketing

This role owns the financial plan for the top and middle of the sales funnel, working closely with Marketing leaders on budgets, forecasts, and where to put money next. A strong candidate has about seven or more years in FP&A at a tech or B2B software company, builds models that hold up when assumptions change, and knows customer acquisition cost, payback, and funnel conversion well. Just as important is judgment on spending like brand and community that never ties neatly to a closed deal, plus the ability to explain findings clearly to executives.

How it fits the AI era

AI and automation take over much of the repeat work in planning, reporting, and variance checks, so more of the job becomes deciding what the numbers mean. The posting expects the person to use automation tools in their own finance work to make it faster and more repeatable. What stays human is weighing uncertain bets, challenging budget owners, and building trust with Marketing leaders when the data is incomplete.

How it builds AI experience

The company sells a workflow automation platform for building AI agents, so this role offers a chance to use that same product on real finance work such as forecasting and reporting. Someone can build experience by signing up for the free cloud version and automating a small piece of their own planning or reporting. Seeing how a fast-growing AI product company plans its funnel and spend adds useful context on how AI products are sold and measured.

Worth showing

• Marketing budget and forecast ownership
• CAC and payback modeling
• Investment cases for brand spend
• Integrated, scenario-ready financial models
• First workflow built in n8n

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