What’s The Opportunity?
This is a hands-on FP&A role with significant exposure across the business. You will own financial analysis, forecasting, and reporting for R&D, maintain detailed cost and headcount models, and act as a trusted business partner to Product and Engineering leaders. Your work will directly support strategic decisions on product development, resourcing and long-term technology investment — helping to shape the future of Intercom. You’ll thrive in this role if you’re analytical, proactive, comfortable operating independently, and excited by a fast-paced, high-growth environment.
What Will I Be Doing?
- Own quarterly forecasting, annual budgeting, long-range planning, and expense tracking for R&D, including detailed headcount reporting and forecasting.
- Maintain and enhance cost models to track and forecast R&D spend.
- Contribute to monthly and quarterly close and reporting, supporting consolidation and preparation of Executive Team and Board reporting materials.
- Partner with senior leaders to explain financial results, variances, and trends, and provide actionable insights.
- Work closely with Accounting to ensure accurate and timely:
- R&D tax credit submissions
- Capitalization of internal-use software
- IDA grant tracking
- Develop financial models and ad-hoc analyses to assess the impact of strategic product and technology decisions.
- Identify, measure, and monitor key performance indicators, collaborating with business partners to improve financial performance.
- Support and drive improvements to financial systems, processes, and frameworks to increase accuracy, efficiency, and insight.
- Participate in cross-functional and corporate initiatives, bringing a finance perspective to decision-making.
What Skills Do I Need?
- 3+ years of experience in FP&A or corporate finance, ideally within software / SaaS environments.
- Advanced Excel or Google Sheets skills, with a proven ability to build structured, dynamic financial models.
- Strong analytical skills with excellent attention to detail.
- A self-starter mindset — comfortable working independently and taking ownership end-to-end.
- Excellent communication and presentation skills, with the ability to influence stakeholders at all levels.
- High standards of professionalism, integrity, and confidentiality.
- Experience with ERP systems & planning tools (e.g Pigment, Netsuite) a strong advantage.
Experience with SQL, Tableau, or other BI tools is a strong advantage.
