ConversicaCO

Senior Financial Planning & Analyst Lead

Conversica is a US-based cloud software technology company that provides AI-driven conversational software and Intelligent Virtual Assistants for businesses to engage customers. Their Revenue Digital Assistants™ automate and optimize revenue-generating workflows across marketing, sales, and customer success.

Conversica

Employee count: 51-200

Salary: 115k-150k USD

United States only
Conversica is the leading provider of Conversation Automation solutions, with billions of human interactions spanning more than a decade. Our Revenue Digital Assistants (RDAs) supercharge workforces for growth. They enable marketing, sales, and customer success teams to acquire untapped revenue through perfectly structured conversations. Unlike chatbots, they are powerfully human and can hold meaningful conversations at every touchpoint. Conversica RDAs are used by leaders nationwide to get the conversation going and build a Growth Workforce.
Winning multiple awards including Inc. 5000 fastest growing companies and recognized by Gartner as a Cool Vendor, Conversica is a portfolio company of Providence Equity, Kennet Partners and Toba Capital and is headquartered in San Mateo, California in Silicon Valley.
We’re looking for a hands-on, Excel-savvy Senior FPA Analyst to join our Finance team. This individual contributor role is critical in driving financial insights and reporting across the business. You’ll work closely with the CFO and executive team to develop forecasts, build models, and translate data into compelling stories that guide strategic decisions.
This is a high-impact role for someone who thrives in fast-paced, lean startup environments and brings a strong financial foundation paired with the ability to communicate clearly and concisely.

Key Responsibilities:

  • Lead and own the monthly and quarterly financial reporting process, including variance analysis (budget vs. actuals), ARR and revenue tracking, and board-level reporting.
  • Develop and maintain sophisticated financial models to support forecasting, scenario planning, and data-driven business decisions.
  • Collaborate closely with the CFO and department leaders to drive budgeting, financial planning, and cost optimization initiatives.
  • Translate complex financial data into actionable insights and compelling narratives for senior executives and key stakeholders.
  • Conduct ad hoc financial analysis to support strategic initiatives, investor communications, and critical decision-making.
  • Identify opportunities for process improvements to enhance accuracy, efficiency, and scalability within FPA operations.
  • Provide support for compensation planning, cash flow forecasting, and other related financial activities.

Qualifications

  • 6+ years of experience in FPA, with experience in SaaS or technology companies strongly preferred.
  • Strong financial modeling skills and deep Excel expertise; comfortable working with minimal tooling.
  • Experience preparing materials for executive teams, investors, and boards.
  • Ability to work independently, prioritize effectively, and thrive in a fast-moving, startup environment.
  • Comfortable navigating ambiguity and limited systems while delivering high-quality outputs.
  • Excellent verbal and written communication skills — able to “tell the story” behind the numbers.
  • Bachelor’s degree in Finance, Accounting, Economics, or a related field.
Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $115,000/year to $150,000/year plus 10 % variable bonus. Pay is based on a number of factors including market location and job-related knowledge, skills, and experience.
Conversica offers comprehensive health, dental, and vision benefits, flex time PTO, 401k, and equity. Further details can be provided upon request.
Conversica is an equal opportunity employer and values diversity at our company. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, veteran status, or disability status.
Headhunters and recruitment agencies may not submit resumes/CVs through this Web site or directly to managers. Conversica does not accept unsolicited headhunter and agency resumes. We will not pay fees to any third-party agency or company that does not have a signed agreement with Conversica.

About the job

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Job type

Full Time

Experience level

Senior
Manager

Salary

Salary: 115k-150k USD

Location requirements

Hiring timezones

United States +/- 0 hours

About Conversica

Learn more about Conversica and their company culture.

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Through groundbreaking technology, Conversica is revolutionizing how businesses operate by deploying vertical-specific AI agents that automate revenue-generating workflows. At Conversica, the focus is on transforming business operations by enabling organizations to grow faster, reduce costs, and deliver better customer experiences. The company's AI agents deliver two-way conversations that activate all parts of the funnel with precision, proactively increasing conversions and growth. Whether the focus is converting leads, closing deals, or growing existing customers, Conversica's Powerfully Human® conversations are informed by the industry's most advanced enterprise-class, self-learning AI models derived from billions of human interactions over more than a decade. These AI agents are intelligent enough to hold meaningful dialog in real-time across the entire customer lifecycle and adept at identifying and filling 'conversation gaps' in the funnel, delivering the right message at the right time to accelerate interest towards conversion. Conversica's technology allows businesses to attack each gap and slowdown point in the buyer journey with precision, influencing and persuading leads, prospects, and customers through automated 1:1 interactions tailored to the unique needs of each contact.

Conversica's innovative approach integrates cutting-edge advancements from top providers like OpenAI, Meta, and Google, enhancing both the depth and precision of its responses for a next-level customer experience, and grounding its capabilities exclusively in each client's data. With 15 years of expertise in applying conversational AI to marketing and sales use cases, perfected over one billion real-world interactions, Conversica's AI agents are built on a foundation of knowledge that prioritizes outcome-driven conversations specifically designed for revenue teams. This combination of historical performance and cutting-edge technology ensures brands can automate complex conversations that drive revenue opportunities without sacrificing engagement accuracy and quality. The company's Revenue Digital Assistants™ (RDAs) supercharge workforces such as marketing, sales, and customer success teams to acquire untapped revenue through perfectly structured conversations. Unlike chatbots, Conversica RDAs are Powerfully Human® and can hold meaningful conversations at every touchpoint to create brand loyalty and maximize every revenue opportunity, resulting in increased operational efficiencies, reduced costs, and improved customer experiences. Conversica is a leader in AI-powered business conversations and the only provider of AI-driven lead engagement software for marketing and sales organizations. Their platform integrates natural language processing, natural language generation, and machine learning capabilities to engage prospects over multiple communication channels and in multiple languages.

Employee benefits

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401(K)

Conversica offers a 401(K) plan.

Paid holidays

Conversica offers paid holidays.

Life insurance

Conversica offers life insurance.

Paid sick days

Conversica provides paid sick days.

View Conversica's employee benefits
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