Retell AI FP&A Manager at Retell AI responsible for building and running financial planning and analysis processes. Own the plan, forecast, and metrics used for leadership decision-making.
Responsibilities
Retell AI transforms customer experience with voice AI for enterprises, including customers like CVS/Aetna, San Antonio Spurs, Lenovo, and Grab. We have more customer stories than we can tell!
We are hiring our first in-house finance leader focused on FP&A. You will report directly to a Founder and be the person who builds how Retell AI plans, forecasts, and measures the business as we scale. This is a hands-on role with real influence on pricing, hiring, and investment decisions, and the finance foundation you build now will carry the company through its next stage of growth.
KEY RESPONSIBILITY
This hire owns Retell AI's financial planning and analysis end to end: the plan, the forecast, and the numbers leadership uses to make decisions.
Build and run the annual plan, rolling forecast, and operating model covering revenue, usage-based gross margin, headcount, and cash.
Run the monthly business review: explain what changed versus plan, why it changed, and what we should do about it.
Partner with the Founder and leaders across Sales, Product, and Engineering on pricing, unit economics, hiring plans, and where to invest next.
Define and report the core metrics (ARR, net revenue retention, gross margin, burn, CAC payback) and prepare board and investor materials.
Set up the finance foundation: planning tools, reporting cadence, and clean data, working with our accounting and tax partners.
Qualification
5+ years in FP&AAdvanced financial modeling skillsComfort with dataComfort being a first hireBackground in investment bankingModeling qualityJudgmentOwnership under ambiguityCommunication
Required
5+ years in FP&A, strategic finance, or corporate finance, ideally at a high-growth software or usage-based business.
Advanced financial modeling skills, including scenario analysis and driver-based forecasting.
Experience working directly with founders or executives and presenting to a board or investors.
Comfort with data. You can pull and analyze numbers yourself using SQL or BI tools, not just spreadsheets.
Comfort being a first hire: you are happy to be hands-on and build from scratch.
Preferred
Experience at a venture-backed company through a fundraise.
Familiarity with usage-based pricing and infrastructure or AI inference costs.
Background in investment banking, consulting, or a top finance team before moving to a startup.
We care less about checkboxes and more about:
Modeling quality: accurate, clear, and built so others can use it.
Judgment: turning messy numbers into a clear recommendation.
Ownership under ambiguity: moving forward without a playbook.
Communication: explaining finance to non-finance leaders in plain language.
