Finance Business Partner

About Us

Observe.AI is the fastest way to boost contact center performance with live conversation intelligence. Built on the most accurate AI engine in the industry, Observe.AI uncovers insights from 100% of customer interactions and maximizes frontline team performance through coaching and end-to-end workflow automation. With Observe.AI, companies can act faster with real-time insights and guidance to improve performance, from more sales to higher retention.

Observe.AI is trusted by hundreds of customers and partners, including Pearson, Accolade, Group 1 Automotive, Southeast Trans, and Public Storage. Our recent $125 million Series C led by Softbank Vision Fund 2 with participation from Zoom Video Communications, Inc., brings our total funding to date to $213M, with investments from Menlo Ventures, Next47, NGP Capital, Emergent Ventures, Scale Ventures, Nexus Ventures, and Y-Combinator. For more information, visit www.observe.ai.

What you’ll bring to the team:

Strategic Financial Partner for R&D: Become a trusted advisor to R&D senior leadership, providing financial insights and guidance aligned with strategic priorities. Collaborate closely with R&D executives to understand their challenges, goals, and resource needs. Proactively identify opportunities to optimize R&D spending, mitigate financial risks, and maximize the return on investment.

Process Optimisation and Automation: Lead the development and execution of a strategy to enhance automation and forecasting efficiency. Oversee systems, people, and infrastructure to support R&D departments growth at Observe.AI.

Data-Driven Decision Making: Maintain and improve communication routines to provide data-driven recommendations that support R&D planning and decision-making. This includes distributing KPI reports, managing Risk & Opportunity schedules, and developing ad-hoc analyses as needed.

Project Leadership: Lead finance-related projects and initiatives within R&D, including process improvements and headcount planning. Represent FP&A in partnering with R&D teams on monthly forecasting, budgeting, and strategic planning processes.

Industry Expertise: Maintain a strong understanding of the industry landscape, including market trends around R&D Expense as a % of Revenue in SaaS companies.

Who you are:

Experienced Finance Professional: 5+ years of experience in financial roles, with a significant portion spent supporting R&D and infrastructure functions in a SaaS environment.

Strong Business Acumen: Proven ability to develop and improve financial processes, systems, and controls to meet the needs of a high-growth business.

Collaborative and Influential: Demonstrated success building strong business partner relationships with R&D leadership. Use financial analysis to influence strategic decisions and guide execution.

Go-Getter with an Entrepreneurial Mindset: You are a self-starter with the ability to navigate ambiguity and thrive in a fast-paced environment.

Good to Have:

Technical Acumen: A strong understanding of the technical aspects of R&D processes and services, along with their key financial metrics.

Cloud Expertise: Deep understanding of public cloud services, capacity management, and forecasting processes.

Communication Skills: Excellent written and verbal communication skills to translate complex financial information into clear, actionable insights for R&D leadership.

Compensation, Benefits and Perks

Excellent medical insurance options and free online doctor consultations

Yearly privilege and sick leaves as per Karnataka S&E Act

Generous holidays (National and Festive) recognition and parental leave policies

Learning & Development fund to support your continuous learning journey and professional development

Fun events to build culture across the organization

Flexible benefit plans for tax exemptions (i.e. Meal card, PF, etc.)

Our Commitment to Inclusion and Belonging

Observe.AI is an Equal Employment Opportunity employer that proudly pursues and hires a diverse workforce. Observe AI does not make hiring or employment decisions on the basis of race, color, religion or religious belief, ethnic or national origin, nationality, sex, gender, gender identity, sexual orientation, disability, age, military or veteran status, or any other basis protected by applicable local, state, or federal laws or prohibited by Company policy. Observe.AI also strives for a healthy and safe workplace and strictly prohibits harassment of any kind.

We welcome all people. We celebrate diversity of all kinds and are committed to creating an inclusive culture built on a foundation of respect for all individuals. We seek to hire, develop, and retain talented people from all backgrounds. Individuals from non-traditional backgrounds, historically marginalized or underrepresented groups are strongly encouraged to apply.

If you are ambitious, make an impact wherever you go, and you're ready to shape the future of Observe.AI, we encourage you to apply. For more information, visit www.observe.ai.

Apply for this job

Finance Business Partner

Other AI Jobs like this

Strategic Finance Business Partner

Strategic Finance Business Partner

Corporate Finance Analyst / Associate

Engineering

Data

Other Roles

Locations