We are seeking a highly analytical, strategic and hands-on Director of Financial Planning & Analysis (FP&A) to lead the Company's financial planning, forecasting, management reporting and business performance analytics.
This is a high-impact role within a growing public technology company and will partner closely with the CFO, CEO, executive leadership team and Board of Directors. The Director will be responsible for developing and maintaining the Company's annual operating plan, quarterly forecasts and long-range financial model, while providing management with the financial insights required to make informed operating and strategic decisions.
The ideal candidate combines strong financial modeling and FP&A expertise with excellent business judgment, executive communication skills and the ability to operate effectively in a fast-paced, resource-constrained environment. This person must be comfortable both building the model and challenging the business.
The Director will also play an important role in establishing scalable FP&A processes and infrastructure appropriate for a growing public company.
Key Responsibilities
Financial Planning & Forecasting
- Lead the annual budgeting and operating planning process across the Company.
- Own the quarterly forecasting process and provide timely updates to management and the Board.
- Maintain and continuously improve the Company's long-range financial model.
- Develop financial scenarios and sensitivities related to revenue growth, gross margin, operating expenses, headcount, capital investment and cash requirements.
- Partner with business leaders to develop realistic financial plans and operating assumptions.
- Establish appropriate forecasting methodologies, assumptions and financial planning standards.
Business Partnership & Performance Management
- Serve as a strategic finance partner to functional and business leaders across the organization.
- Analyze actual performance versus budget, forecast and prior periods, identifying key drivers and corrective actions.
- Develop actionable insights rather than simply reporting variances.
- Partner with R&D, engineering, operations, sales and G&A leadership to evaluate resource allocation and investment decisions.
- Develop financial frameworks to evaluate programs, products, customers, contracts and strategic initiatives.
- Help leadership understand the financial implications of operational decisions.
Management & Board Reporting
- Develop monthly management reporting packages, including financial results, KPIs, forecast updates and key business drivers.
- Prepare financial analysis and materials for executive leadership and Board of Directors meetings.
- Partner with the CFO and Investor Relations on external financial messaging and consistency between internal forecasts and external guidance.
- Develop clear and concise executive-level presentations that communicate financial performance and outlook.
Strategic Finance
- Support strategic planning and capital allocation decisions.
- Develop financial models for new products, programs, partnerships, investments and other strategic initiatives.
- Analyze cash requirements, burn rate, liquidity and funding needs.
- Support workforce planning, including headcount requirements, compensation assumptions and organizational growth.
- Evaluate the financial return and strategic impact of major investments.
- Support M&A, strategic investments and other corporate development activities as needed.
Public Company & Finance Infrastructure
- Partner closely with Accounting and Corporate Finance to ensure alignment between reported results, forecasts and management reporting.
- Establish strong processes for forecast accuracy, data integrity and financial reporting.
- Help develop scalable FP&A systems, reporting tools and processes appropriate for a growing public company.
- Support the CFO and finance leadership team on public-company requirements, including earnings preparation, investor communications and Board reporting.
- Develop appropriate controls and documentation around key FP&A processes.