FP&A Manager, Supply Chain & Revenue

Lightmatter is leading the revolution in AI data center infrastructure, enabling the next giant leaps in human progress. The company invented the world’s first 3D-stacked photonics engine, Passage™, capable of connecting thousands to millions of processors at the speed of light in extreme-scale data centers for the most advanced AI and HPC workloads.

Lightmatter raised $400 million in its Series D round, reaching a valuation of $4.4 billion. We will continue to accelerate the development of data center photonics and grow every department at Lightmatter!

If you're passionate about tackling complex challenges, making an impact, and being an expert in your craft, join our team of brilliant scientists, engineers, and accomplished industry leaders.

Lightmatter is (re)inventing the future of computing with light!

As our FP&A Manager, Supply Chain & Revenue, you will own the end-to-end operational and commercial financial model across our products, supply chain operations, and revenue. At a photonics semiconductor company where wafer allocations, yield curves, customer qualification timelines, and tape-out schedules dictate business performance, this role serves as the central financial bridge between Sales, Revenue Operations, Supply Chain, Foundry Engineering, and Executive Leadership. You will have full ownership of revenue forecasting, sales pipeline auditing, COGS forecasting, wafer economics, yield optimization, and R&D compute infrastructure spend, directly shaping our commercial strategy and gross margin execution as we scale volume production.

How Do You Stand Out?

You possess a rare combination of commercial acumen and operational depth—equally comfortable auditing customer pipeline with Sales leaders as you are modeling wafer yields, die-per-wafer economics, and standard costing with Supply Chain.

Responsibilities

• Deliver comprehensive customer-level revenue forecasts tracking units from sample evaluation through customer qualification and high volume production ramp.
• Responsible for auditing the sales pipeline alongside Sales Ops, analyzing Average Selling Prices (ASPs), customer mix, volume discount tiering, and Non-Recurring Engineering (NRE) revenue timing.
• Create and maintain dynamic, bottom-up financial models for COGS, inventory absorption, standard-to-actual cost variance, and gross margin optimization.
• Support Supply Chain and Operations teams by aligning commercial revenue demand against foundry capacity reservations, long-lead inventory commitments, and wafer build schedules.
• Manage capacity and cost models for Electronic Design Automation (EDA) software licensing and high-performance compute (HPC) cloud data hosting.
• Partner with Accounting on WIP inventory valuation and month-end close commentary.

Qualifications

• 5-8 years of progressive experience in FP&A, Corporate Finance, or Operational Finance within the semiconductor industry.
• Demonstrated understanding of semiconductor economics, including tape-outs, die yields, wafer fabrication workflows, OSAT pricing, and inventory capitalization.
• Advanced Excel modeling capabilities with proven experience building complex, bottom-up manufacturing, COGS models from scratch.
• Active user of and passionate about modern AI/LLM tools to optimize complex modeling, data synthesis, and day-to-day work.
• Bachelor’s degree in Finance, Accounting, Economics, Engineering, or a related quantitative field.

Preferred Qualifications

• Prior experience in a fast growing, high-tech hardware startup.
• Proven track record of building revenue forecasts, auditing sales pipelines, and partnering directly with Sales, Sales Ops, or Commercial teams.
• Familiarity with enterprise ERP, CRM, and FP&A tools (e.g., Salesforce, NetSuite, Anaplan, Pigment, Workday Adaptive).
• Strong cross-functional presence with a track record of pushing back on sales pipeline or engineering assumptions with data-backed rigor.

Benefits