Job Description


NYC Or Remote

Finance + Accounting Finance /



As Olo’s VP, FP&A, reporting to the CFO, you will oversee the organization’s budgeting, forecasting, and cross-functional finance support. You will work closely with Olo’s executive team, business unit leaders, department heads, and key stakeholders to develop and implement short- and long-term financial models and strategies that align with the company’s strategic and financial objectives. In addition, you will provide valuable analytical insights and decision-making support to facilitate the achievement of our financial targets and drive overall business performance. To be successful in his role, you’ll need a broad strategic mindset, innate curiosity, executive presence, and strong financial planning process and systems experience.

You can work remotely from anywhere in the U.S. or at Olo’s headquarters in NYC.

Key Areas of Focus

Financial Planning & Analysis

  • Oversee Olo’s budgeting and forecasting process, for both long-term and short-term planning timeframes
  • Work closely with the executive team, business unit leaders and various department-level budget owners in establishing and monitoring various budget and forecast decisions that align with company goals and objectives
  • Drive accountability through the annual budgeting and forecast process by coordinating with budget owners to set financial targets, measuring progress, and proposing alternative solutions when necessary
  • Implement scenario planning practices into overall planning processes, surfacing risks and opportunities to business and financial objectives
  • Prepare accurate weekly and monthly KPI and financial reports along with variance analyses
  • Oversee board-level FP&A reporting deliverables including budgets, forecasts, pacing, variance analysis

Operations; Systems and Processes

  • Improve upon various FP&A processes by streamlining existing processes and leveraging automation where possible with existing financial planning tools, including Adaptive Planning, Pigment, Looker, and others
  • Integrate various upstream systems into existing FP&A systems as a means to drive leverage, timeliness, and accuracy within the organization’s financial planning processes

Ad Hoc Analysis & Business Insights

  • Develop and maintain various key performance indicators (KPI) and financial models to support decision-making and proactive business management
  • Act as business thought leader in analyzing various performance metrics, industry data, and financial information to drive business insights
  • Advise senior leaders on financial matters offering data-driven recommendations for operational efficiency and desired business outcomes

Cross-functional Support

  • Assist the Strategy & Ops team in financial aspects relating to the company OKR process and ad hoc strategic analysis
  • Support the Go-to-Market organization in pricing, packaging, deal analysis, and productivity planning
  • Assist the Business Development and Corporate Development teams with ad hoc analysis related to new business ventures, renewal of existing relationships, and potential M&A.
  • Collaborate with the Investor Relations team with items related to the quarterly earnings process, such as variance commentary, guidance, and messaging.
  • Provide support to the People & Culture organization on compensation, benefits, and equity planning.

Team Leadership & Development

  • Develop a team of FP&A professionals, providing guidance, coaching, and mentoring to foster a high-performing and motivated team

What We’ll Expect From You

  • 12-15+ years of related experience with high exposure to executive leadership
  • Experience with SaaS and fintech business models, preferably at a public company
  • Demonstrated success in consistently producing timely and highly predictable financial models
  • Innate curiosity to understand overall business and industry trends, and use these insights to devise ad hoc analysis to surface business risks and opportunities
  • Strategic mindset with a track record of providing valuable insights and driving financial improvements across a business
  • Excellent verbal and written communication skills, with the ability to convey complex financial concepts in a simplified way to leaders
  • Strong multitasking skills with the ability to work on multiple, concurrent projects in a fast-paced and dynamic environment
  • Experience project managing and implementing financial reporting systems
  • Bachelor’s degree in Finance, Accounting, Economics, or a related field
  • CFA preferred