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Senior Manager FP&A, Finance


Palo Alto, CA, US
  • Job Type: Full-Time
  • Function: Accounting/Finance
  • Industry: Technology
  • Post Date: 11/23/2022
  • Website:
  • Company Address: 1121 San Antonio Road, Suite C202, Palo Alto, CA 94303, US

About Aisera

Aisera is a company that provides AI Service Management (AISM) solution automating service desk resolutions through an all-in-one conversational platform. It leverages conversational virtual assistant and conversational robotic process automation to provide an AI platform spanning IT, human resources, facilities, sales, customer service, and operations.

Job Description

What We Do: AI Service Management (AISM):

Aisera offers the world's first AI-driven service experience solution that automates operations and support for IT, Sales and customer service, making businesses and customers successful by offering consumer-like self-service resolutions to users. Aisera fast tracks the digital transformation journey with user and service behavioral intelligence that drives end-to-end automation of tasks, actions, and business processes. Aisera is a top-tier, VC-funded startup headquartered in Palo Alto, Calif., and a strategic partner with AWS, Microsoft Azure, Google Cloud, ServiceNow, and Salesforce. 

In August 2022, Aisera secured $90M in Series D funding led by the Growth Equity business within Goldman Sachs Asset Management (Goldman Sachs) and Thoma Bravo. The oversubscribed round also includes participation from leading investors True Ventures, Menlo Ventures, Norwest Venture Partners, Icon Ventures, World Innovation Lab (WIL), Zoom Ventures, Khosla Ventures, First Round Capital, Maynard Webb (Webb Investment Network – WIN), Ram Shriram (Sherpalo Ventures), and Silicon Valley Bank.

Aisera has received numerous recognitions, including the following: Forbes AI50; CNBC Upstart 100 Top Startup; Gartner Cool Vendor; Red Herring Top 100 Global Innovator; CIO Innovation Startup Award; CIO Review Top ITSM Solution; Aragon Research Hot Vendor; TiE50 Startup Award; and Silicon Review 50 Most Admired Companies.

The Team:

We are a small but passionate team of 200+ based in the Bay Area. Aisera’s seasoned founding team has led companies through several prior successful startups and acquisitions. We give our employees a lot of responsibility and ownership of their work, and we hire people from a very wide range of backgrounds and experience. Our team members operate with a high degree of empathy for our customers and each other.

In this role:

You will be reporting to VP, Finance & Corporate Controller, and will work closely with business partners, and senior management to facilitate our rapid growth. You will also work with them to manage their budgets and forecasts, and report the actual vs. budget on regular basis. You will also facilitate communications across the organization, delivering insightful analyses and reports to internal and external parties, and work closely with our accounting team and sales finance team on the reporting granularity.  


  • Analysis and preparation of monthly, quarterly, and annual financial reports on a budget to actual for a board of directors
  • Budgeting and forecasting by department level and Corporate level
  • Developing the company’s annual financial plans and projections
  • Analyzing the financial implications of business initiatives
  • Supervising the company’s financial strategic planning by assessing its performance and potential risks, and providing solutions for decision-makers
  • Conducting routine financial analysis
  • Creating a KPI reporting dashboard for each department
  • Preparing detailed financial reports on the company’s performance
  • Recognizing patterns in the company’s spending and revenue and making recommendations for resolving any issues
  • Monitoring SaaS metrics and conducting route cause analysis to provide recommendations to improve the metrics


  • 10+ years of finance experience and a minimum of 7 years of FP&A experience in the tech industry, SaaS company experience preferred
  • Degree in finance or related field with sufficient finance experience
  • Experience working in a fast-paced environment similar to a high-tech start-up
  • A demonstrated history of solving multiple and complex finance models and route cause analysis
  • Strong interpersonal written and oral communication skills
  • Solid organizational skills along with an aptitude for information technology
  • Self-driven, keen to learn new things, and provide good suggestions upward for process improvement
  • Solid skills in FP&A analysis tool (e.g. Anaplan, Adaptive), Tableau, and experience with accounting ERP (NetSuite) is a plus
  • Expert in word, excel, and powerpoint

About Aisera:

 - Fun place to work

 - Demanding job

 - Great team

 - Great opportunity 

Aisera Benefits

 - Medical, dental, and vision benefits

 - Holidays and flexible PTO

 - Paid family leave

 - 401(k) plan

 - Stock Options

 - Employment Assistance Program

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