FP&A Manager

About Crossbeam

The highest-performing go-to-market teams have figured out how to turn their partner ecosystem into a revenue engine, and Crossbeam is the platform that makes that possible. Companies use Crossbeam to securely compare CRM data with partners, revealing shared customers, overlapping prospects, and warm paths into deals. That second-party data becomes Ecosystem Intelligence—a layer of unique signals and recommendations that helps revenue teams uncover new opportunities, target the right accounts, and win faster. We pioneered the category of ecosystem-led growth, and we’re defining what comes next: go-to-market powered by AI-native ecosystem intelligence.

About the role

We’re hiring an FP&A Manager to work directly with the COO and the Director of Accounting. You’ll own the financial and operational reporting that leadership and the board rely on, run the budget cycle, and partner with Revenue on the two mechanisms that shape our growth engine: commissions and deal desk. This is a high-visibility role. You’ll present to the executive team, work alongside the COO on strategic finance projects, and have direct influence on how we forecast, pay, and price. You’ll also be expected to continuously improve how Finance operates—using AI and automation to eliminate manual work and make the function faster, sharper, and more scalable.

What you’ll own

Reporting — financial and operational

• Monthly financial reporting package: P&L, cash, SaaS metrics, variance analysis
• Operational reporting: ARR tracker, pipeline health, productivity and efficiency KPIs
• Salesforce-based reporting—build and maintain reports and dashboards used by Finance and Revenue leadership
• Board deck financial section and the monthly investor update inputs

Budget and forecast

• Own the annual planning cycle end-to-end, working with each department head
• Run quarterly reforecasts, track actuals vs. plan, flag risks early
• Maintain the top-down financial model (ARR, headcount, OpEx, cash runway)

Commission tracking

• Partner with RevOps on commission plan design and changes
• Run monthly commission calculations and resolve disputes
• Coordinate with Accounting on payout processing

Deal desk support

• Review non-standard pricing and commercial terms
• Partner with RevOps and Legal on deal structure, approvals, and exception tracking
• Build pricing guardrails and escalation paths

Process optimization and AI leverage

• Continuously improve how Finance operates: challenge existing processes, eliminate manual work, and redesign workflows around AI and automation
• Build and maintain internal Claude skills for recurring Finance tasks (reporting, reconciliations, commission checks, variance analysis)
• Partner with our Ops team on n8n workflows connecting Salesforce, Rillet, Maxio, and Google Sheets
• Set the standard for an AI-native Finance function — your time should be spent on judgment, not data wrangling

What we’re looking for

• More than 3 years in FP&A, ideally including time at a B2B SaaS company. Background in consulting will also be appreciated.
• Strong financial modeling skills: build a working model from scratch, not just update someone else’s.
• Commercial mindset: partner with Revenue, not just report on them.
• Fluency with AI tools in a professional context. Used AI to accelerate own work and can point to processes redesigned or automated. Views AI as a lever, not a threat.
• Comfortable with Salesforce reporting, spreadsheets at depth, and modern finance tooling.
• Clear, structured written communication: presenting to the exec team regularly.
• Fluency in English mandatory.

Nice to have

• Experience building internal automations (Claude skills, n8n, Zapier, or similar).
• Experience with SaaS accounting, commission plans, and deal desk processes.
• Prior exposure to board reporting and investor updates.
• Working proficiency in French and English.

Why this role

• Direct exposure. Work with the COO daily and the broader exec team weekly.
• Small, senior team. Finance is three people today. You’re the fourth, and the first dedicated FP&A hire.
• Real ownership. Budget, commissions, deal desk, board reporting: all yours from day one.
• AI-native by default. Claude is deployed across Crossbeam, and Finance is one of the heaviest-leverage use cases. Inherit a working foundation and have a clear mandate to push it further.

Compensation and benefits

• Competitive base salary and equity.
• Flexible remote work.

Equal Opportunity Employer

We’re proud to be an Equal Opportunity Employer and are committed to building a team that reflects a wide variety of backgrounds, perspectives, and skills. We don’t discriminate on the basis of race, color, religion, national origin, age, sex, gender identity or expression, sexual orientation, disability, veteran status, genetic information, or any other protected characteristic. If you need reasonable accommodations during any part of the application or interview process, please let us know—we’re happy to support you.