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 now 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 — you'll 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

>3 years in FP&A, ideally including time at a B2B SaaS company. Background in consulting will be also appreciated

Strong financial modeling skills: you can build a working model from scratch, not just update someone else's

Commercial mindset: you enjoy partnering with Revenue, not just reporting on them

Fluency with AI tools in a professional context. You've used AI tools to accelerate your own work, and you can point to processes you've redesigned or automated. You see AI as a lever, not a threat.

Comfortable with Salesforce reporting, spreadsheets at depth, and modern finance tooling.

Clear, structured written communication: you'll be 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. You'll 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. You'll inherit a working foundation (ARR tracker, renewal tracker, SFDC query skills, n8n workflows) and have a clear mandate to push it further.

Compensation and benefits

Competitive base salary and equity

Flexible remote work

Recruitment process

Initial HR Screen — 30 minutes: A video call with the People team to discuss your background, commercial mindset, and alignment with Crossbeam’s mission.

Hiring Manager Interview with COO— 30 minutes: A deep dive into your technical FP&A experience, including financial modeling and SaaS metrics, with the COO or Director of Accounting.

Director of Accounting — 30 minutes: Assess technical accounting fluency, cross-functional working style between Finance and Accounting, and operational rigor on commissions and close processes.

On-site Executive Panel: A final meeting at the office with the President and core team to assess cultural fit and strategic vision.

Our Core Values

Values are a social contract that we have with our team, our users, and our communities. They are guiding lights as well as argument-enders, and we expect results delivered in a way that is consistent with these values.

Trust is our Foundation

We create value by building trust in our company, our team, and our technology. That goes in all directions, not just between us and our customers but also amongst ourselves. We approach conflict with empathy and curiosity, and ascribe best intentions to all of our collaborators.

Work Hard and Smart

This is a startup, and we will act like one. We prioritize impact, take personal ownership of outcomes, act decisively, and get our hands dirty in the process. We communicate clearly, avoid over-engineering, and take risks. This allows us to be creative, innovative, and solution-oriented.

Default to Transparency

We will not succeed in information silos. We share the good, bad, and ugly about what is happening in our company, which requires us to pay attention, always measure what matters, and hold each other accountable.

Belonging

In our workplaces, communities, and ecosystems, we shape environments where people feel a sense of belonging. To do this, we work to ensure that stakeholders of all backgrounds are treated equitably and experience psychological and physical safety. This is key to their relationship with our company, their access to opportunities, and their ability to thrive.

Treasure the Fun

We are incredibly lucky to be here — let’s make memories. We will all spend that extra bit of time and energy to energize each other with fun and inspiring experiences. This applies internally and externally, from the smallest interactions to the largest events.
You’ll do great if you:

Take ownership without waiting for permission.

Ask “what’s actually needed?” instead of defaulting to precedent.

Use AI as leverage to clarify thinking, improve communication, synthesize information, and accelerate execution.

Actively seek out and act on feedback to raise your own bar

Dig until you understand the real problem, not just the surface request.

Make those around you more effective.

You’ll get: 

Collaborative teammates and a culture built on trust and accountability

Competitive compensation and equity

Comprehensive healthcare coverage for you and your family

Remote-flexible with access to co-working spaces in your area

Learning, wellness, and WFH stipends

Flexible time off

Paid parental leave

…and more!

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.