Simbe Robotics Logo

Simbe Robotics

Head of FP&A

Posted Yesterday
Be an Early Applicant
Remote or Hybrid
Hiring Remotely in CA
180K-220K Annually
Expert/Leader
Remote or Hybrid
Hiring Remotely in CA
180K-220K Annually
Expert/Leader
Own Simbe’s financial model, budgeting, forecasting, cash management, Board and investor reporting, and fundraising support. Partner with executives and operating leaders to improve business performance, cost discipline, and decision-making. Lead Planful adoption, financial systems integration, reporting automation, and AI-enabled finance workflows while building an IPO-ready FP&A function.
The summary above was generated by AI
San Francisco Bay Area (Hybrid — Burlingame office 2-3x/week required)
Must currently reside locally; this is not a remote-eligible role.
About Simbe

Simbe Robotics is a leading retail technology company providing in-store intelligence solutions that help retailers improve inventory availability, shelf execution, pricing accuracy, and operational performance.

Our autonomous robots, computer vision systems, and multimodal data platform are transforming how retailers understand and manage their stores. Simbe supports some of the world's largest retailers across a rapidly growing base of enterprise deployments.

The Role

Reporting to the COO, Simbe's Director of FP&A will own financial planning, forecasting, and the financial story we tell our Board, investors, and lenders.

This is a hands-on, high-visibility seat for someone who wants direct ownership of the model and the numbers — operating with startup speed and the rigor of a much larger finance organization.

Longer term, this role is about building an IPO-ready FP&A function: planning, reporting, and systems that scale with Simbe rather than needing to be rebuilt later.

Responsibilities

    Own the Model, Budget & Cash
  • Own and continuously evolve Simbe's 3-statement financial model; run scenario analysis (pricing, hiring, capex, deployment pace) to guide real business improvement decisions.
  • Lead the annual budget and quarterly re-forecast cycle across departments; track actuals vs. budget monthly and flag material variances before they become surprises.

  • Continuously assess headcount and other incremental investment needs, and build the timely, data-backed business case for the ones that make sense, rather than waiting for the next budget cycle.

  • Own the cash forecast. Maintain a rolling short- and long-range cash view, tighten cash monitoring, and shorten the cash collection cycle.

  • Own Board, Investor & Lender Reporting
  • Build the monthly and quarterly financial reporting package (balance sheet, income statement, cash flow) and own the relevant parts of the Board deck for quarterly meetings.

  • Respond to investor and lender reporting requests, manage the day-to-day relationship with financing partners on debt tied to manufacturing and other operations, and support borrowing formula/compliance reporting.

  • Support fundraising strategy, preparation, and due-diligence follow-up, with an eye toward the reporting rigor and data discipline an eventual IPO will demand, and keep Simbe's data room current.

  • Drive Business Performance & Systems
  • Represent Finance in Simbe's monthly S&OP process; work with S&OP to define and instrument the vital metrics for the business, and own the balanced scorecard that tracks them.

  • Drive insights from that data into the business - not just report trends, but push the specific changes in pricing, spend, or operations that move financial results.

  • Partner directly with department leaders (Sales, Operations, Manufacturing, Product) to pressure-test their numbers, flag spend trends, and drive cost discipline.

  • Own and advance Simbe's use of our FP&A platform - driving adoption, new use cases, and integrations with our broader financial systems — and push AI and automation into forecasting, reporting, and reconciliation work, partnering with the Controller where it touches accounting or tax.

Required Qualifications

  • 10+ years of progressive finance experience, including FP&A leadership, in a high growth technology company.

  • Experience owning a company-wide financial model and running scenario analysis for executive decision-making.

  • Experience running Board reporting and supporting fundraising, investor, and/or lender relationships.

  • Experience with cash forecasting, cash collection cycle management, and disciplined cash management.

  • Detail-oriented, with the ability to zoom out. Equally comfortable in the model and in front of management.

  • Strong, direct communicator who can partner cross-functionally and with executive leadership.

  • Hands-on experience owning an FP&A/planning platform (Planful, Adaptive Insights, Pigment, or Anaplan also relevant). Ability to drive adoption and new use cases and efficiency.

Preferred Qualifications

  • Experience with BI/reporting tools (e.g., Looker, Tableau).

  • Experience managing venture debt or banking relationships.

  • Experience with Sales & Operations Planning (S&OP) or similar processes connecting an operating plan to a financial plan.

  • Experience with hardware, SaaS, subscription, or hardware-as-a-service business models - robotics or connected devices a plus.

  • Venture-backed or private-equity-backed company experience.

  • Demonstrated experience applying AI tooling to finance, accounting, or tax workflows.

What We're Looking For

We're looking for a builder and a leader — someone who treats AI and tooling as leverage, not a threat, and who's excited to define what this function looks like as Simbe scales rather than assume a big team is a given. You'll bring rigor without bureaucracy, and the confidence to be Simbe's trusted voice on financial planning and performance.

Why Simbe

At Simbe, you will be at the forefront of retail innovation, working with cutting-edge AI and robotics technologies to transform how retailers operate and serve their customers.

You will have the opportunity to lead a critical company function during a period of significant enterprise growth and help build the financial infrastructure supporting Simbe's next stage.

Our culture is dynamic, inclusive, collaborative, and driven by a passion for creating meaningful value for our customers, employees, partners, and investors.

Simbe Values: R.E.T.A.I.L.

Result Driven — We are customer-centric and results-driven. We strive to create immense value for our team, partners, customers, and investors.

Empathetic — We are sensitive and mindful. We support each other in challenging times, both professionally and personally.

Transparent — We highly value open communication internally and with our partners and customers. We are receptive to feedback.

Agile — We are agile and always eager to learn. We quickly adapt to changes and customer needs.

Innovative — We are bold and innovative, with an intense focus on product design and user experience.

Leaders — We strive for excellence. We are accountable, the best at what we do, and leaders in our field.

Similar Jobs

15 Days Ago
Remote or Hybrid
CA, USA
250K-320K Annually
Expert/Leader
250K-320K Annually
Expert/Leader
Artificial Intelligence • Marketing Tech • Software • Generative AI
Leads and builds the company-wide FP&A function, including budgeting, forecasting, long-range planning, variance analysis, financial modeling, KPI reporting, and scenario planning. Partners with Accounting, executives, and budget owners on headcount, spending, investments, and business performance. Establishes scalable processes and reporting while improving forecast accuracy and financial discipline during high-growth expansion.
An Hour Ago
In-Office or Remote
USA
139K-232K Annually
Senior level
139K-232K Annually
Senior level
Artificial Intelligence • Healthtech • Machine Learning • Natural Language Processing • Biotech • Pharmaceutical
Leads health technology assessment, value, and evidence strategy for Pfizer’s genitourinary oncology portfolio. Manages HEOR, real-world evidence, economic models, global value dossiers, registries, and evidence dissemination to support reimbursement and patient access. Partners with global, regional, country, and cross-functional oncology teams, oversees vendors and project teams, and communicates findings through publications and conferences.
11 Hours Ago
In-Office or Remote
94K-168K Annually
Senior level
94K-168K Annually
Senior level
Aerospace • Information Technology • Software • Cybersecurity • Design • Defense • Manufacturing
Leads business systems analysis and data engineering support for military sustainment digital services. The role gathers and documents requirements, maps workflows, defines reporting and data needs, supports ETL/ELT, SQL analysis, integrations, dashboards, testing, governance, and implementation readiness. It partners with government, program, supplier, operational, product, and technical stakeholders to improve readiness and operational performance, while mentoring junior analysts and maintaining requirements, process, data, and delivery documentation.
Top Skills: AgileAmazon RedshiftAPIsAWSAzure SynapseConfluenceData ModelingDatabricksEtl/EltGitJIRALookerMiddlewarePower BIQlikSnowflakeSplunkSQLTableau

What you need to know about the Chicago Tech Scene

With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.

Key Facts About Chicago Tech

  • Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
  • Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
  • Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
  • Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account