Director of Financial Planning

4 weeks ago

San Francisco CA, United States Gradient Full time
Job Description

Job Description

Join us at Gradient, where our purpose is to revolutionize home comfort while championing environmental sustainability. Our mission is to combat the escalating challenge of climate change by redefining how homes are heated and cooled. Today, the environmental impact of heating and cooling systems surpasses that of the entire transportation sector, and without intervention, this trend is set to escalate drastically. At Gradient, we believe that ensuring comfortable living spaces shouldn't come at the cost of our planet. We envision a future where every individual can enjoy the luxury of a comfortable home without contributing to carbon emissions. Our high-efficiency, low-carbon heat pump is just the beginning of our journey toward fully decarbonizing buildings. By joining Gradient, you'll be at the forefront of a movement to make sustainable living accessible to all, ensuring healthier communities and a brighter, greener future.

We are seeking a Director of Financial Planning & Analysis to join our team and to help guide our critical financial and business analyses for our rapidly growing company. In this role, the employee will own the development and execution of all FP&A capabilities including financial reporting and analytics, business case assessments, and comprehensive, strategic thinking about the business to drive performance.

Responsibilities:

  • Leads and executes the annual budgeting, quarterly/monthly /weekly forecast process
  • Prepare comprehensive monthly financial and operational monitoring, reporting and analyses across all departments.
  • Define metrics and leading indicators of business performance to understand trends, proactively identify areas of opportunity and risk, and provide recommendations and solutions to business challenges.
  • Conducts financial modeling to support complex strategic decision-making including business case development and tradeoff/sensitivity scenario planning.
  • Work with Business Operations and develop a comprehensive performance management framework that includes quarterly business reviews with key performance indicators.
  • Lead the development and implementation of new systems and processes across the company, with a focus on automation and improved monitoring/reporting.
  • Collaborate with the Accounting team to perform OPEX, COGs and balance sheet variance analyses.
  • Support capitalization efforts including pitch development, due diligence, and investment analytics.
  • Partner with Marketing, and Sales to develop a comprehensive view of insightful pipeline analytics and reporting, highlighting areas of strength or weakness across the business, and recommendations for action.
  • Establish a robust FP&A governance structure that ensures compliance with internal policies.
  • Enable our organization to be highly data-driven by serving as a trusted business partner to key stakeholders across the organization and provide value-added insight through additional analysis, to enable the company to scale effectively.

Desired Qualifications

  • 10+years FP&A and Accounting experience with a combination of start-up and large company experience with demonstrated growth progression.
  • Bachelor's degree in Finance, Economics, Accounting, or related field required; advanced degree or relevant certification is advantageous.
  • Deep background in forecasting, financial analysis, financial modeling, operational analysis, performance analysis, and financial reporting- ideally in a hardware technology business.
  • Advanced Excel and analytical skills including a demonstrated ability to develop and manage complex financial models.
  • A data-driven mindset, with a passion for analyzing large data sets from multiple sources along with a demonstrated ability to apply data visualization tools, such as Power BI and similar offerings for financial reporting.
  • Ability to convey complex information to influence and provide recommendations to key executives to support decision making.
  • Working knowledge and understanding of sales productivity, pipeline management, quota setting, territory planning, and sales compensation.
  • Strong presentation and communication skills; capable of building compelling presentations and presenting recommendations and decisions to executive leadership.
  • Understands the core business drivers and proactively identifies opportunities for improvement across the business.
  • Self-driven, results-oriented, and a collaborative team player with a keen interest in driving performance through actionable insights.
  • Hands on approach to problem solving and digging into challenges- resourceful and happy to roll up your sleeves to get any job done.
  • Strong relationship building skills and business acumen, with the ability to engage business leaders as a partner.

Benefits

  • Equity
  • Medical/vision/dental/life/disability insurance
  • 401k
  • Paid parental leave
  • Professional Development Stipend
  • Commuter benefits
  • Unlimited PTO
  • Relocation package ( out of state applicants only )

We are committed to building a diverse and inclusive company. We seek to create a culture where everyone can belong because we believe that people do their best work when they can show up every day as their authentic selves. We welcome people of different backgrounds, experiences, abilities, and perspectives.

Gradient is an equal opportunity employer. We do not make hiring or employment decisions on the basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, veteran status, disability status, or genetic information, in compliance with applicable federal, state and local law.

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