[Hiring] Lead FP&A and Deal Desk Associate @Fundraise Up

Role Description

We're hiring a Lead FP&A and Deal Desk Associate to build the forecasting engine behind our revenue pipeline. This is a hands-on FP&A role at its core: you'll turn nonprofit donation behavior into accurate, trusted revenue forecasts, working closely with Sales along the way. You won't be managing a team or negotiating contracts. You'll be the person Finance and Sales both rely on to get the numbers right.

Key Responsibilities

• Build the methodology to forecast first-year revenue from new customers, using donation volume data instead of contract values.
• Partner with Sales, RevOps, and Finance to validate pipeline data and keep deal value logic consistent with actual and expected donation behavior.
• Design and maintain a standard model for deal value estimation, using internal benchmarks and historical donation patterns.
• Build reporting that flags gaps between sales pipeline, donation data, and realized revenue.
• Support forecast accuracy and board-level reporting, keeping CRM pipeline and financial models aligned.
• Work with Product and Data teams to improve visibility into nonprofit donation flows.
• Advise Sales on the financial structure of complex or high-impact deals.
• Document the forecasting process so it can scale as the GTM team grows.
• Actively use AI in day-to-day work and identify where AI can change the shape of problems in their function.

Qualifications

• 5+ years of FP&A or revenue forecasting experience, ideally including exposure to working alongside a sales team or working in a Deal Desk function.
• Comfort building a process from scratch, with no existing playbook to follow.
• Strong financial modeling skills, including forecasting and scenario analysis.
• Working knowledge of CRM systems, Salesforce preferred.
• Experience in a transactional or volume-based revenue model (payments, donations, marketplaces, usage-based SaaS) is a plus.
• Deal Desk title experience is not required. FP&A depth matters more.
• Comfortable working directly with Sales leadership without formal authority over their team.

Requirements

• Strong analytical skills and attention to detail.
• Ability to communicate complex financial concepts to non-financial stakeholders.
• Proficiency in Excel and financial modeling software.

Benefits

• Health, Dental, and Vision insurance covered at 100% for employees, 80% for employee plus dependents, and 70% for employees plus family.
• FSA and HSA Spending Account.
• 20 days of vacation, 5 sick days, 11 company holidays plus an additional 1 floating holiday.
• 401(k) plan with company match.
• 100% Company-paid short-term disability, long-term disability, basic life insurance and AD&D.
• Paid parental leave (12 weeks for primary caregivers / 6 weeks for secondary caregivers).
• Generous home office stipend to support your remote workspace.
• Annual professional development stipend to support your growth (e.g., workshops, courses, and seminars).
• Charitable giving program and paid volunteer time off with registered non-profits.