Financial Planning and Analysis Lead

2 weeks ago

San Francisco, United States Hex Full time

About the role

As the Head of FP&A, you will be a key driver behind our financial performance, overseeing the entire P&L, focusing on critical business metrics, and strategically connecting investment decisions to Hex’s long-term value. This is an exciting opportunity for a seasoned finance professional to own the full spectrum of FP&A activities, including financial planning, forecast accuracy, performance management, business reporting, resource allocation and financial systems.

What you’ll do

Strategic Finance, Planning and Forecasting

  • Create detailed financial models to align targets and budgets with overall business strategy and objectives
  • Own annual planning and LRP (Long Range Planning)
  • Continuously refine financial forecasts to adapt to changing market conditions and business dynamics
  • Implement cash flow forecasting to anticipate potential cash gaps and plan for capital needs

Financial Optimization and Risk Management

  • Develop a framework for assessing the financial viability, operational tax, timeline and ROI of new projects, investment opportunities or initiatives
  • Identify and assess financial risks that could impact the long-term value and recommend risk mitigation strategies to safeguard against potential challenges
  • Identify opportunities for cost optimization and efficiency improvements

Performance Management

  • Conduct in-depth analyses of KPIs to evaluate operational and financial performance, highlight business insights and drive action where needed
  • Identify trends, strengths, weaknesses, opportunities, and threats to guide strategic decisions

Financial Reporting, Data and Operations

  • Generate accurate and timely financial reports for stakeholders, investors, and regulatory compliance, bringing clarity and cohesion to our growth narrative and investment thesis
  • Establish and deliver increasing efficiency to our financial close and reforecast cycles
  • Evaluate/implement/manage financial systems/tools/vendors to streamline workflows, improve accuracy and expedite processes

Team

  • Lead and develop a world-class team of FP&A professionals
  • Collaborate with other departments to align functional goals with overall business objectives and manage to those expectations


What you’ll bring

  • 7+ years of deep finance expertise
  • Demonstrated ability to develop and implement strategic financial plans aligned with organizational goals
  • Proven track record of accurate forecasting, with the ability to identify trends and provide insightful analysis
  • Ability to manage and control budgets effectively, identifying areas for cost optimization
  • Outstanding communication and stakeholder management skills
  • Strong analytical skills to interpret complex financial data and draw meaningful conclusions
  • Experience building and scaling highly effective FP&A teams
  • Commitment to continuous improvement in financial operations
  • Insatiable intellectual curiosity and penchant for action

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