About the role
About SpotOn
We’re not just building restaurant tech, we’re giving independent restaurants the tools to compete and win. From our award-winning point-of-sale to AI-powered profit tools, everything we do helps operators boost profit, work smarter, and keep their best people. And every solution is backed by real humans who actually give a sh*t about helping restaurants succeed.
Named the #1 Restaurant POS by G2
(Summer 2026), based on ratings from real users
Rated the
top-rated point-of-sale
(POS) for restaurants, bars, retail, and small businesses by Capterra users
Awarded
Great Places to Work
and Built In’s
Best Workplaces
for multiple years running
We move fast, care hard, and fight for independent restaurant operators to do what they love, and love doing it. If you’re looking to make an impact with heart and hustle, SpotOn is the place for you.
Head of FP&A (Sr Director)
About the Role
We're looking for a
Head of FP&A (Senior Director)
to lead the planning, forecasting, and analytics engine that guides how we invest and grow. You'll build and lead the FP&A team, serve as a strategic partner to the CFO and executive leadership, and turn financial and operational data into clear decisions across Go-to-Market, Product, Marketing, Accounting, and HR.
This is a player-coach role: you'll set the vision for how finance scales with the business while staying close enough to the models to know they're right. You'll own the annual plan, the rolling forecast, and the reporting that leadership and the Board rely on, and you'll modernize the systems and processes behind them.
This is a hybrid position, 3x/week in our San Francisco office.
Responsibilities:
Lead Strategic Planning & Forecasting
Own the long-range plan, annual budget, and rolling forecast process, partnering directly with the CFO and executive team
Lead monthly and quarterly, revenue, EBITDA and cash flow forecasting, with clear scenario analysis and risk/opportunity framing
Establish and run the operating cadence: monthly business reviews, quarterly planning cycles, and Board and investor reporting
Build the company's MD&A and internal financial reporting frameworks, executives and Board discussions, setting the standard for accuracy and clarity
Drive Financial Insight & Decision Support
Oversee financial models for new product launches, pricing strategy, capital allocation, and GTM performance
Define the KPIs and unit economics that matter (ARR, retention, CAC, LTV, payback, gross margin) and hold the business accountable to them
Lead marketing spend, headcount, and campaign ROI analysis to guide investment trade-offs
Translate complex analysis into concise recommendations for executives and non-finance partners
Build and Lead the FP&A Team
Hire, develop, and manage a team of analysts and/or managers; set standards for modeling, documentation, and review
Create clear career paths, coaching, and feedback loops, and foster a culture of ownership and curiosity
Partner with department leaders to embed finance business partners in GTM, Marketing, Product, and G&A
Partner Across the Business
Collaborate closely with GTM, Marketing, Product, R&D, Accounting, HR, and Legal to align on goals and priorities
Work with Sales Ops and Accounting to streamline sales compensation and variable pay, reducing errors and speeding up close
Partner with Accounting to improve the timing of key journal entries, accruals, the flux and variance review for an efficient close process
Optimize Finance Systems & Processes
Own the FP&A technology roadmap, including planning tools like Pigment, data infrastructure like Snowflake and SQL, Salesforce, and BI tools like Power BI
Leverage AI and other tools to drive automation of recurring reporting and monthly workflows to free the team for higher-value analysis
Modernize legacy dashboards and build standardized departmental reporting with a single source of truth for key metrics
Set data governance and controls so that numbers tie across Finance, Sales Ops, and Accounting
Qualifications:
Research shows that women and members of underrepresented groups tend to apply to roles only when they check every box on a job description. We encourage you to apply if you meet the majority of qualifications and if this role is aligned with your career trajectory.
10+ years of experience in FP&A, strategic finance, corporate finance, consulting, or investment banking, including 4+ years leading teams, ideally in a high-growth SaaS or technology company
Proven track record owning the annual plan, forecasting, and Board-level reporting, with direct exposure to GTM functions (Sales, Marketing, Customer Success)
Deep expertise in financial modeling, with the judgment to know when a model needs to be rigorous and when it needs to be fast
Hands-on proficiency with SQL, BI tools (Power BI preferred), and modern planning systems; Pigment, Snowflake, and Salesforce experience is a plus
Experience leading finance systems implementations and process automation at scale
Demonstrated ability to build, coach, and retain high-performing teams, and to hire talent that raises the bar
Strong executive presence and communication skills, with the ability to influence senior leaders and distill complex analysis into clear recommendations
A self-starter with a strong ownership mindset, comfortable with ambiguity in a fast-growing, dynamic environment, and just as ready to dig into a spreadsheet as to present to the Board
Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA, CPA, or CFA a plus
Compensation
Our base pay range for this role is 220,000 - 275,000/year.
Please note the salary range listed is just one component of a competitive compensation package which includes a company stock plan and a bonus.
Offers will be reflective of the candidate’s location and experience.
Benefits:
At SpotOn, we put people above everything else. We’re known for our innovative software and technology solutions, but we stand out because of the hard-working humans behind the tech. We can’t take care of our clients without taking care of our employees first, and that’s why we
invest in you with a competitive benefits package which includes:
● Medical, Dental and Vision Insurance
● 401k with company match
● RSUs
● Paid vacation, 10 company holidays, sick time, and volunteer time off
● Employee Resource Groups to build community and inclusion at work
● Monthly cell phone and internet stipend
● Tuition reimbursement for up to $2,000 per calendar year to assist with your professional development
We will never ask candidates to pay fees, purchase equipment, or share sensitive personal or financial information during the hiring process. All legitimate communication from our recruiting team will come from an official company email address (@
spoton.com
). If something seems suspicious, please contact us at
.
SpotOn is an equal employment opportunity employer. Qualified candidates are considered for employment without regard to race, religion, gender, gender identity, sexual orientation, national origin, age, military or veteran status, disability, or any other characteristic protected by applicable law.
For U.S. based roles, work authorization in the U.S. is required. Visa sponsorship is not available for this role.
SpotOn is an E-Verify company.