Job Overview
Location
Palo Alto, California; San Francisco, California
Job Type
Full-time
Category
Accounting
Date Posted
April 5, 2026
Full Job Description
đź“‹ Description
- • The FP&A Manager at Workato serves as a dedicated finance business partner to the Sales organization, acting as a trusted advisor at the intersection of finance and revenue to drive data-informed decision-making and performance.
- • Day-to-day responsibilities include partnering with Sales leadership to provide financial guidance, owning end-to-end budgeting and forecasting for Sales OPEX and headcount, building and maintaining KPI dashboards, conducting variance analysis, evaluating ROI of Sales investments, and driving process improvements in financial planning and reporting.
- • Workato is a leader in enterprise orchestration, trusted by 400,000+ global customers, recognized by Forbes’ Cloud 100, named a top workplace for remote workers by Quartz, and ranked among the fastest-growing tech companies by Deloitte Tech Fast 500, fostering a flexible, trust-oriented culture that values innovation, ownership, and work-life balance.
- • In this role, you will develop deep expertise in SaaS finance, strategic business partnering, financial modeling, and cross-functional collaboration, positioning yourself as a key enabler of Sales performance and company-wide financial agility.
🎯 Requirements
- • 5+ years of progressive finance experience, with at least 2 years in an FP&A or finance business partner role supporting a commercial or revenue function
- • Strong financial modeling skills and fluency in Excel or Google Sheets; experience with planning tools such as Anaplan is a plus
- • Proficiency in pulling and analyzing data from BI tools and CRM platforms (Salesforce preferred)
- • Solid understanding of SaaS or B2B revenue metrics and sales compensation mechanics (preferred)
- • Exceptional communication skills — able to tell a clear story with data and confidently engage with senior Sales leaders
- • A collaborative, low-ego style with a bias toward action and problem-solving
🏖️ Benefits
- • Flexible, trust-oriented culture that empowers employees to take full ownership of their roles
- • Opportunity to work with a leader in enterprise orchestration trusted by 400,000+ global customers
- • Recognition as a top workplace — including Forbes’ Cloud 100, Deloitte Tech Fast 500, and Quartz’s #1 ranking for remote workers
- • Support for work-life balance with a vibrant and dynamic work environment
- • Access to professional growth in a fast-growing, innovative technology company
- • Competitive salary range of $130,000–$180,000 for California-based candidates
Skills & Technologies
About Workato, Inc.
Workato provides low-code/no-code enterprise automation and integration software that connects applications, data, and business processes across cloud and on-premises systems. Its platform offers pre-built connectors, recipes, and AI-powered workflow orchestration for finance, HR, IT, sales, support, and marketing functions. The company enables organizations to automate tasks without extensive coding, reducing manual effort and accelerating digital transformation initiatives. Workato serves mid-market to large enterprises worldwide through a subscription-based SaaS model, emphasizing security, governance, and scalability for complex integrations.
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