FP&A Today

Scaling FP&A at RingCentral: Dan Newman

June 14, 2026·47 min
Episode Description from the Publisher

Dan Newman heads FP&A at RingCentral, a $2.5B public SaaS company (a platform for business phone, SMS, contact center, workforce engagement management, video collaboration, and messaging) , where he has overseen a  period of 10X growth. Discussing a career which includes consulting, financial analyst at Salesforce, private-equity-backed startups, Dan discusses everything from building financial models towards a sale,  to navigating the shift from 30% growth-at-all-costs to efficiency, and AI processes. Building the FP&A team at SchoolMessenger and pivoting to a sale  Joining RingCentral at a $250m run rate and a six-person FP&A team towards $2.5billion Why revenue is rarely as simple as it looks  Business partnering in an age of efficiency in SaaS

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