Role overview

This Finance Manager position focuses on financial planning and analysis for the Core Platform Business Unit at a data platform company. You will take ownership of financial strategy and resource allocation across major product organizations, working directly with R&D and senior finance leadership to optimize how capital is deployed and to drive financial discipline across the business.

Key responsibilities

Manage assigned operational and capital budgets, cost centers, and financial forecasts while conducting monthly and quarterly close reconciliations and variance analyses.
Lead financial planning and profit-and-loss modeling to provide executive leadership with accurate performance projections, scenario analyses, and visibility into cost drivers.
Partner directly with business and functional managers to evaluate operational priorities, challenge budget assumptions, and deliver financial insights that guide capital allocation decisions.
Build and maintain analytical frameworks using SQL, Snowflake, and Tableau to convert operational datasets into automated executive dashboards.
Design and implement scalable financial process improvements, integrating AI technologies to automate repetitive reporting tasks and accelerate close cycles.
Oversee operational finance workflows including procurement, accounts payable, accounts receivable, and invoicing processes to ensure data accuracy and audit-ready financial controls.

Requirements

Five or more years of progressive experience in financial planning and analysis roles with a proven track record of managing end-to-end forecasting in fast-paced environments.
Advanced expertise in Excel or Google Sheets financial modeling.
Strong cross-functional collaboration and negotiation skills with the ability to build trusted partnerships across technical, operational, and executive teams.
Working knowledge of core financial accounting operations including accounts payable, accounts receivable, and invoicing functions.
Demonstrated self-directed initiative and adaptability to manage multiple complex priorities independently in high-growth environments.
Experience partnering with Research and Development teams is preferred, as is familiarity with SQL, Snowflake, Tableau, or equivalent business intelligence tools.
Familiarity with leveraging artificial intelligence to improve processes and dashboarding is a plus.

What makes this role worth considering

You will work in an in-office environment at the Santa Clara, California location. The company has been recognized as a Fortune Best Workplace in Technology and the Bay Area, and is certified as a Great Place to Work. The organization emphasizes innovation, collaborative team culture, and meaningful work, supported by benefits including flexible time off, wellness resources, and company-sponsored events.