Simbe Robotics

Head of FP&A

Simbe Robotics • $180K — $220K *
San Francisco, CA 94112In-Person
Finance & Insurance
8 - 10 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 10+ years of progressive finance experience, including FP&A leadership in a high-growth tech company.
  • Experience owning a company-wide financial model and conducting scenario analysis for executive decision-making.
  • Experience in Board reporting and managing investor or lender relationships.
  • Expertise in cash forecasting and disciplined cash management.
  • Detail-oriented with the ability to zoom out and see the bigger picture.
  • Strong communicator able to partner with executive leadership and cross-functional teams.
  • Proficient with FP&A platforms (e.g., Planful, Adaptive Insights) and driving their adoption.

Responsibilities

  • Own and evolve the 3-statement financial model; conduct scenario analysis to inform business improvements.
  • Lead the annual budget and quarterly re-forecast processes while managing departmental spend.
  • Assess headcount and investment needs, building data-driven business cases in real-time.
  • Maintain a rolling cash forecast, tightening cash monitoring and improving collection cycles.
  • Prepare and present the monthly and quarterly financial reporting packages to stakeholders.
  • Manage investor reporting requests and maintain relationships with financing partners.
  • Collaborate on vital metrics within S&OP and push for actionable insights from data.

Benefits

  • Comprehensive total rewards package, including base pay, equity, and incentives.
  • Full range of medical and financial benefits to support employee well-being.
  • Focus on ownership through equity to promote alignment with the company's mission.
Full Job Description
San Francisco Bay Area (Hybrid - Burlingame office 2-3x/week required)
Must currently reside locally; this is not a remote-eligible role.
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.


$180,000 - $220,000 a year

The base salary offered is based on market location, and may vary further depending on individualized factors for job candidates, such as job-related knowledge, skills, experience, and other objective business considerations. Subject to those same considerations, the total compensation package for this position may also include other elements, including equity compensation, in addition to a full range of medical, financial, and/or other benefits.

Simbe's approach emphasizes total rewards - base pay, equity, incentives, and benefits - rather than viewing compensation as cash alone. We believe the full package, including ownership through equity and well-being support, is what drives engagement, retention, and alignment with our mission.

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.

About Simbe Robotics

Simbe Robotics is a robotics and AI company that provides retail solutions to improve inventory management and customer experience. The company's flagship product, Tally, is an autonomous robot that scans store shelves to provide real-time insights into inventory levels, pricing, and product placement. Tally helps retailers optimize their inventory management, reduce out-of-stock items, and improve the shopping experience for customers. Simbe Robotics was founded in 2014 and is headquartered in Redwood City, California.
Learn more about Simbe Robotics
Size
50 employees
Industry
Manufacturing & Automotive
Founded
2014
* Ladders Estimates

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