Senior FP&A Manager

About Workato

Workato delivers enterprise infrastructure for the agentic era, redefining iPaaS and helping enterprises unify data, applications, processes, and AI into a single, governed platform. A leader in Enterprise MCP and trusted by 50% of the Fortune 500, Workato’s cloud-native architecture connects every application, data source, and process to power real-time orchestration h enterprise-grade security and continuous innovation at its core, Workato provides the trusted foundation for organizations to automate with confidence and operationalize AI across the business.

To learn more, visit

Ultimately, Workato believes in fostering a flexible, trust-oriented culture that empowers everyone to take full ownership of their roles. We are driven by innovation and looking for team players who want to actively build our company.

But, we also believe in balancing productivity with self-care. That’s why we offer all of our employees a vibrant and dynamic work environment along with a multitude of benefits they can enjoy inside and outside of their work lives.

If this sounds right up your alley, please submit an application. We look forward to getting to know you!

Also, feel free to check out why:

• Business Insider named us an “enterprise startup to bet your career on”
• Forbes’ Cloud 100 recognized us as one of the top 100 private cloud companies in the world
• Deloitte Tech Fast 500 ranked us as the 17th fastest growing tech company in the Bay Area, and 96th in North America
• Quartz ranked us the #1 best company for remote workers

The Senior Manager, FP&A serves as the primary finance business partner supporting the Research & Development (R&D) and General & Administrative (G&A) organizations. This role provides strategic financial leadership to functional executives by driving planning, forecasting, investment analysis, and business decision support. The ideal candidate combines strong financial acumen with exceptional business partnering skills, enabling leaders to make informed decisions that optimize resource allocation while supporting the company’s strategic objectives.

This position partners closely with senior leaders across Engineering, Product Development, IT, Human Resources, Finance, Legal, Facilities, and other corporate functions to ensure financial plans align with operational priorities and long-term business strategy.

In this role, you will also be responsible to:

• Serve as the trusted finance advisor to R&D and G&A executive leadership
• Partner with functional leaders to develop financial strategies that support business objectives and organizational growth
• Translate business initiatives into financial impacts and provide actionable recommendations to improve decision making
• Challenge assumptions and provide independent financial perspective on investments, hiring plans, and strategic initiatives

• Lead annual operating plan, quarterly forecasts, and long-range planning for assigned business functions
• Develop and maintain headcount, compensation, and operating expense models
• Coordinate planning activities across multiple departments to ensure alignment with corporate financial objectives
• Evaluate resource allocation and recommend tradeoffs to maximize return on investment

• Deliver insightful analyses on spending trends, budget variances, workforce planning, and operating performance
• Develop business cases and financial models supporting new initiatives, technology investments, organizational changes, and capital expenditures
• Identify risks and opportunities through scenario modeling and sensitivity analyses
• Monitor key performance indicators and provide recommendations to improve operational and financial performance

• Prepare monthly financial packages, executive dashboards, and presentations for senior leadership
• Clearly communicate financial performance, key drivers, emerging risks, and recommended actions
• Present findings and recommendations to executive management with confidence and clarity

• Partner with Accounting during monthly and quarterly close…