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Director, FP&A

Human Interest

Human Interest

San Francisco, CA, USA · Remote
Posted on Tuesday, June 11, 2024

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.

Nearly half of all working Americans are not saving enough for their future. Too often it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.

We’re a high-growth tech company changing the retirement industry. We’ve raised $500M and are backed by leading investors. Most recently, by funding from BlackRock as well as many other top investors: TPG (The Rise Fund) with SoftBank led our Series D, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and others.

About the role

The Revenue team at Human Interest encompasses Sales, Partnerships, Marketing, Customer Onboarding, and Customer Success. The Director, GTM FP&A, will support the Revenue Leadership team in all FP&A activities such as the budget process, topline forecasting, expense management, sales capacity planning, and variance analyses. In addition to being a strategic thought partner to the Revenue leadership team as the company prepares to IPO, GTM FP&A will be responsible for improving our reporting and forecasting capabilities, offer data-driven insights and recommendations, and provide financial oversight to ensure headcount and expense stay on plan.

What you get to do every day

  • Own the FP&A support for our Revenue teams, along with financial and headcount planning, performance reporting, and partnering with the CRO and their direct reports. Ruthlessly drive sales efficiency in partnership with Revenue, Finance, and Data Science.
  • Develop the GTM operating model as we scale
  • Identify, define, and drive analyses to promote a deep and holistic understanding of business metrics, growth drivers, trends, and improvement opportunities
  • Lead the monthly, quarterly, and annual FP&A processes for the Revenue organization, including management reporting, variance analysis, forecasting, and scenario planning
  • Support Corporate FP&A in implementing a new financial planning tool
  • Act as the strategic thought partner to the Revenue Organization, helping to identify, scope, and execute upon new initiatives
  • Support IPO readiness through managing financial metrics and benchmarks, preparation of supporting materials for internal and external stakeholders
  • Develop and mentor GTM Manager (one direct report)

What you bring to the role

  • GTM Finance experience at a high-growth startup, including deep familiarity with SaaS metrics and models
  • Excellent communication skills - ability to distill complex ideas into the “so what” and to influence across functions and levels in the company as well as with external partners
  • Attention to detail and accuracy, coupled with big picture strategy
  • Comfort with ambiguity: ability to balance multiple priorities at speed
  • Intellectual curiosity: you take a proactive approach to solving known problems and to finding the white space around you
  • Nice to have:
    • Experience with the IPO process and/or public companies
    • Experience with Salesforce, Tableau, Snowflake, planning tools

Why you will love working at Human Interest

Mission - Highly collaborative startup dedicated to supporting employee engagement and growth. It’s an opportunity to help solve one of the biggest unsolved problems in America: saving for retirement.

Culture - Our operating principles define how we come together as a team to do our work. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest.

  • Customer obsession
  • Long-term orientation
  • Autonomous and accountable teams
  • An escalating bar for talent and performance
  • Fundamental optimism

Read more

Compensation - At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the US. The base salary for this position spans $180,000 - $230,000 and represents the minimum in our lowest geographic region to a maximum in our highest geographic region. The salary that we offer to a new employee within this range is based on their location within the US, their relevant job-related skills, and experience. At Human Interest, base salary is one component of the overall Total Rewards package. Depending on the position, additional compensation components such as bonus, commission, and equity may be offered. All of our employees are offered a robust suite of physical, financial and mental wellness benefits.

Benefits -

  • A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
  • Top-of-the-line health plans, as well as dental and vision insurance
  • Generous PTO and parental leave policies
  • Addition Wealth - Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
  • Lyra - Enhanced Mental Health Support for Employees and dependents
  • Carrot - Fertility healthcare and family forming benefits
  • Candidly - Student loan resource to help you and your family plan, borrow, and repay student debt
  • Monthly work-from-home stipend; quarterly lifestyle stipend
  • Employee Resource Groups including Veterans, Lift Ev’ry Voice, Pride, LatinX, Families, and Women in Tech
  • Fun online and regional events and celebrations and department and company offsites

We’re a great place to work (but don’t take our word for it)

Here’s a list of our awards and accolades:

  • Certified as a Great Place To Work® (2023-2024)
  • Best Places to Work by Built In (2023-2024)
  • America’s Best Startup Employers by Forbes (2020-2022, 2024)
  • A Top Company by Y Combinator (2020-2023)
  • Inc. Fastest Growing Companies (2021)

Human Interest is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws.

Human Interest employees must adhere to the Company’s security policies and Code of Ethics.

Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates. We will not consider resumes from vendors including and without limitation search firms, staffing agencies, fee-based referral services, and recruiting agencies.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records. We comply with CCPA guidelines. See more: