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Finance Manager

June 27, 2026

<div class="content-intro">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, <a href="https://www.linkedin.com/in/pingwu/">Ping Wu</a>, 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.</div>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. <ul> <li>4–7 years of FP&A experience, ideally at a high-growth SaaS or technology company</li> <li>Strong financial modeling skills in Excel with eagerness to move into a modern EPM platform</li> <li>Experience with headcount planning and cross-functional budget management</li> <li>Comfortable working with GTM data and partnering with RevOps or Sales Finance</li> <li>Highly organized, detail-oriented, and an effective communicator with non-finance stakeholders</li> <li>Self-starter who thrives with ownership in a fast-paced environment</li> </ul> Nice to Have <ul> <li>Exposure to Deal Desk, pricing analysis, or sales capacity modeling</li> <li>Prior experience at a Series B–D startup</li> </ul> <h4>Benefits</h4> <ul> <li>Competitive compensation & equity, aligned with experience and market benchmarks</li> <li>Comprehensive medical, dental, and vision insurance</li> <li>Remote-first culture with opportunities for in-person collaboration</li> <li>Professional development budget for courses, conferences, and ongoing learning</li> <li>Generous PTO and holidays</li> <li>Inclusive culture committed to diverse backgrounds and perspectives</li> </ul> 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 - $180,000 + Equity 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. If you are uncertain whether you have been contacted by an official Cresta employee, reach out to recruiting@cresta.ai

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...