财务经理
Finance Manager
Cresta 释放客户体验的真正潜力，将每次对话转化为竞争优势。Cresta 的统一 AI 平台结合了对话 AI 代理、实时人工代理增强功能以及全面的对话智能，从而在每个渠道中推动收入和效率提升。包括美国联合航空、科克斯通信和万豪在内的世界领先公司每天都在使用 Cresta 来打造世界级的客户体验。
Cresta 源自斯坦福人工智能实验室，已从包括 a16z、Greylock 和 Sequoia 在内的全球领先投资者处筹集了超过 2.7 亿美元。Cresta 的领导团队包括当今人工智能领域的顶尖人才。我们的首席执行官 Ping Wu 曾创立并领导了谷歌的客服中心 AI 和 Vertex AI 平台，在加入 Cresta 前致力于构建 AI 驱动的客户体验的未来。
在未来几年里，AI 将重新定义世界各地人们与企业互动的方式。来 Cresta 一起构建这个未来。
职位简介
作为财务经理，你将是我们的 FP&A 功能的运营引擎——负责财务规划、人员编制管理及报告工作，同时与 RevOps 合作进行 GTM 能力规划，并支持 Deal Desk 进行定价分析。你将直接与我们的高级总监 FP&A 合作，获得公司领导层的高度关注。职责具有高度自主性、高影响力且范围广泛。
你将负责的工作
财务建模与人员编制规划 维护公司财务模型，重点关注各部门的人员编制规划。与人力资源、招聘部门和部门负责人合作管理 HC 申请和审批流程。负责预算跟踪并主动标记差异。
GTM 与 RevOps 合作 与 RevOps 共同制定销售和管道生成能力规划模型。支持 Deal Desk 进行临时定价分析，并负责 Deal Desk 的定价和成本模型。
结账报告 准备月度和季度结账报告包。建立 KPI 仪表板，并以清晰易懂的方式向管理层呈现洞察。
财务软件工具实施 与高级总监 FP&A 合作，实施现代财务规划解决方案，将我们的规划流程从 Excel 迁移出去。
任职要求
我们寻找一位积极探索并应用 AI 工具（包括 Claude）来自动化工作流程、改进分析并更高效工作的候选人。好奇心和主动性比任何特定工具的经验更重要。
- 4-7 年 FP&A 经验，
查看英文原文
Cresta unlocks the true potential of the customer experience, turning every conversation into a competitive advantage. Cresta’s unified AI platform combines conversational AI agents, real-time human agent augmentation, and comprehensive conversation intelligence to drive revenue and efficiency gains across every channel. The world’s leading companies, including United Airlines, Cox Communications, and Marriott, use Cresta to power world-class customer experiences every day.
Born from the Stanford AI Lab, Cresta has raised more than $270 million from the world’s leading investors, including a16z, Greylock, and Sequoia. Cresta’s leadership includes some of the leading minds in AI today. Our CEO, Ping Wu, founded and led Google's Contact Center AI and Vertex AI platforms before joining Cresta to build the future of AI-driven customer experiences.
Over the next few years, AI is going to redefine how people all over the world interact with businesses every day. Come build that future at Cresta.
About the Role
As Finance Manager, you'll be the operational engine of our FP&A function — owning financial planning, headcount management, and reporting while partnering with RevOps on GTM capacity planning and supporting Deal Desk on pricing. You'll work directly with our Sr. Director of FP&A with high visibility into company leadership. High-ownership, high-impact, and broad in scope.
What You'll Do
Financial Modeling & Headcount Planning Maintain the company financial model with a focus on headcount planning across departments. Manage the HC request and approval process with HR, Recruiting, and department leads. Own budget tracking and proactively flag variances.
GTM & RevOps Partnership Own sales and pipeline generation capacity planning models with RevOps. Support Deal Desk with ad-hoc pricing analysis and own the deal desk pricing and cost model.
Close Reporting Prepare month-end and quarter-end close reporting packages. Build KPI dashboards and surface insights for leadership in clear, accessible narratives.
Financial Software Tool Implementation Partner with the Sr. Director of FP&A to implement a modern Financial Planning solution, migrating our planning processes off Excel.
Qualifications
We're looking for someone who actively explores and applies AI tools — including Claude — to automate workflows, improve analysis, and work smarter. Curiosity and initiative matter more than prior experience with any specific tool.
- 4–7 years of FP&A experience, ideally at a high-growth SaaS or technology company
- Strong financial modeling skills in Excel with eagerness to move into a modern EPM platform
- Experience with headcount planning and cross-functional budget management
- Comfortable working with GTM data and partnering with RevOps or Sales Finance
- Highly organized, detail-oriented, and an effective communicator with non-finance stakeholders
- Self-starter who thrives with ownership in a fast-paced environment
Nice to Have
- Exposure to Deal Desk, pricing analysis, or sales capacity modeling
- Prior experience at a Series B–D startup
Benefits
- Competitive compensation & equity, aligned with experience and market benchmarks
- Comprehensive medical, dental, and vision insurance
- Remote-first culture with opportunities for in-person collaboration
- Professional development budget for courses, conferences, and ongoing learning
- Generous PTO and holidays
- Inclusive culture committed to diverse backgrounds and perspectives
Compensation at Cresta:
Cresta’s approach to compensation is simple: recognize impact, reward excellence, and invest in our people. We offer competitive, location-based pay that reflects the market and what each individual brings to the table.
The posted base salary range represents what we expect to pay for this role in a given location. Final offers are shaped by factors like experience, skills, education, and geography. In addition to base pay, total compensation includes equity and a comprehensive benefits package for you and your family.
Salary Range: $140,000 - $170,000 + Equity
Our use of AI in recruiting: We may use AI tools in our recruiting process, which require human review and oversight. If you have questions about our use of AI or wish to opt out, please contact recruiting@cresta.ai (if you are opting out, please use the subject ‘Opt-Out’ in your email).
Recording & AI transcription: We do not authorize candidates to record or use AI transcription of any interview by phone, notetaker app, AI glasses, or other device. Candidates may request an exception or accommodation for review during the interview process as needed.
Recruiting impersonation scams: We have noticed a rise in recruiting impersonations across the industry, where scammers attempt to access candidates' personal and financial information through fake interviews and offers. All Cresta recruiting email communications will always come from the @cresta.ai domain. Any outreach claiming to be from Cresta via other sources should be ignored.