Director, Financial Planning

3 weeks ago


Menlo Park, United States Quicken Full time

Director, Financial Planning & Analysis

Job Summary:

A leading Fin Tech company is looking for a Director of Financial Planning & Analysis. This role will be a critical member of the G&A leadership team, reporting to the Chief Financial Officer. This role will lead the planning, forecasting and analysis functions of the finance team and will have a highly visible role across the organization while leading a small team (one manager and one analyst). This is a new position in the organization with an opportunity to make a big impact.

Responsibilities:

  • Planning: Drive the overall financial planning process, including the Annual Plan, quarterly forecasts and multi-year projections. Be the leader and subject matter expert on the full P&L to address questions from leadership and the board of directors.
  • Analysis: Build multi-scenario financial models, run analyses to inform strategic planning and growth efforts and analyze customer data to inform business improvements
  • Business Partnership: Partner with business leaders across the entire organization to measure performance to Key Metrics. Act as a contributor and a proactive advisor to leadership, highlighting risk and opportunities related to revenue and expense management leading to optimal investment decisions and outcomes, and provide support for expense modeling and what-if scenario analytics
  • Reporting: Manage the standardization for reporting, creation of business performance dashboards, and deployment of new reporting tools and analytics as the company grows and increases in organizational maturity. Own, enhance, and manage the weekly business operations meeting and deck compilation, and explore ways of automating the deliverables.
  • Treasury and Cash Management: Manage the debt, interest and cash forecast alongside management of the P&L.

Qualifications:

  • BS degree required; MBA preferred.
  • 10+ years of relevant professional experience.
  • Strong experience with Excel and PowerPoint applications.
  • Familiarity with FP&A and BI / analytics tools like Adaptive Insights, NetSuite, Tableau and Quicksight preferred.
  • Demonstrated track record of process improvement, and the ability to change the status quo while maintaining trust of business partners.
  • Exceptional track record of self-motivation, prioritization, initiative, and integrity.
  • Driven by intellectual curiosity with a continuous desire to learn and grow.
  • Excellent communicator (both written and verbal), with the ability to present to senior management and investors in a clear, concise manner.


Type: Full-time

Compensation: $185 - 200K base (DOE) + bonus

Location: Menlo Park (hybrid schedule, onsite 2 days/week)



  • Menlo Park, United States Quicken Full time

    Director, Financial Planning & Analysis Job Summary:A leading Fin Tech company is looking for a Director of Financial Planning & Analysis. This role will be a critical member of the G&A leadership team, reporting to the Chief Financial Officer. This role will lead the planning, forecasting and analysis functions of the finance team and will have a highly...


  • Menlo Park, United States OSI Engineering Full time

    Director, Financial Planning & AnalysisJob Summary:A leading Fin Tech company is looking for a Director of Financial Planning & Analysis. This role will be a critical member of the G&A leadership team, reporting to the Chief Financial Officer. This role will lead the planning, forecasting and analysis functions of the finance team and will have a highly...


  • Menlo Park, California, United States PacBio Full time

    Position OverviewWe are seeking a skilled Lead Financial Planning Analyst to join our Financial Planning & Analysis team. This role is crucial in supporting our mission at Pacific Biosciences of California, Inc., a leader in life science technology focused on advanced sequencing solutions.About UsAt PacBio, we are dedicated to enabling the promise of...


  • Menlo Park, United States Director of Communications Full time

    KEY RESPONSIBILITIES Job SummaryThe role of Director of Communication is to oversee the positive public image of Rosewood Sand Hill by managing all areas of external and internal communication plans including public relations and social media. Maximize exposure in the local, regional national market by promoting and securing media coverage through the...


  • Menlo Park, United States Summit Therapeutics Sub, Inc. Full time

    Job DescriptionJob DescriptionOverview of Role:The Director, Oncology Market Planning position reports to the Executive Director, Head of Market Planning and Strategy to support strategic planning activities by providing actionable recommendations based on assessments of markets and competitors, both existing and potential.Role and Responsibilities:Provide...


  • Menlo Park, California, United States Character Technologies Full time

    About the Role:We are seeking a seasoned Financial Planning and Analysis (FP&A) Leader to join our team at Character Technologies. As our Head of Financial Operations, you will be responsible for building and leading our finance function, driving financial planning, budgeting, forecasting, and reporting.This is a critical role that will play a key part in...


  • Menlo Park, California, United States OpenText Full time

    Director, External ReportingAt OpenText, we are seeking a highly skilled Senior Financial Leader to join our team as a Director, External Reporting. This is a key role that requires a strong understanding of financial reporting and a proven track record of leading high-performing teams.Your ImpactAs a Director, External Reporting, you will be responsible for...

  • rwshr -

    1 month ago


    Menlo Park, California, United States Director of Communications Full time

    KEY RESPONSIBILITIESJob SummaryThe role of Director of Communication is to oversee the positive public image of Rosewood Sand Hill by managing all areas of external and internal communication plans including public relations and social media. Maximize exposure in the local, regional national market by promoting and securing media coverage through the...


  • College Park, Maryland, United States University of Maryland Applied Research Lab for Intelligence and Security Full time

    Job SummaryThe University of Maryland Applied Research Lab for Intelligence and Security is seeking a highly skilled Financial Planning Specialist to play a crucial role in supporting the financial planning and budgeting activities of the lab.Key ResponsibilitiesDevelop and maintain complex financial models to inform budgeting and forecasting...


  • Menlo Park, California, United States PacBio Full time

    Position OverviewAs a leading entity in the life sciences sector, PacBio is at the forefront of developing innovative sequencing technologies aimed at addressing complex genetic challenges. Our commitment to advancing genomics is pivotal in enhancing human health outcomes.Role SummaryWe are seeking a seasoned Lead Financial Strategist to join our Financial...


  • Menlo Park, California, United States Stanford Health Care Full time

    If you're ready to be part of our legacy of hope and innovation, we encourage you to take the first step and explore our current job openings. Your best is waiting to be discovered. Day - 08 Hour (United States of America)This is a Stanford Health Care job.A Brief OverviewThe Director of Decision Support is a senior member of the Decision Support team,...


  • rohnert park, United States Graton Resort & Casino Full time

    Position Summary:The Director of Planning & Analysis is responsible for driving strategy setting and operational planning and assessment of the company. The position provides advanced analyses of internal program and business development opportunities, implements robust processes and systems, and partners closely with company leaders to drive positive...


  • Rohnert Park, United States Graton Resort & Casino Full time

    Position Summary:The Director of Planning & Analysis is responsible for driving strategy setting and operational planning and assessment of the company. The position provides advanced analyses of internal program and business development opportunities, implements robust processes and systems, and partners closely with company leaders to drive positive...


  • Rohnert Park, United States Graton Resort & Casino Full time

    Position Summary:The Director of Planning & Analysis is responsible for driving strategy setting and operational planning and assessment of the company. The position provides advanced analyses of internal program and business development opportunities, implements robust processes and systems, and partners closely with company leaders to drive positive...


  • Oak Park, Michigan, United States CrossFire Group Full time

    Position OverviewWe are seeking a highly skilled Lead Financial Planning & Analysis Specialist to join our dynamic team.Qualifications and ExpertiseBachelor's Degree in Finance or Accounting is required.5-8 years of relevant experience, preferably in the manufacturing or automotive sectors.Proficient in Excel, including advanced functions such as X look-up...


  • Menlo Park, United States OpenText Full time

    OPENTEXTOpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will have the opportunity to partner with the most highly regarded companies in the world, tackle complex issues, and contribute to projects that shape the future of...


  • Menlo Park, California, United States Character Technologies Full time

    About the Role:We are seeking a seasoned Financial Planning and Analysis (FP&A) Leader to join our team at Character Technologies. As our Head of Financial Operations, you will be responsible for building and leading our finance function, driving financial planning, budgeting, forecasting, and reporting.This is a critical role that will play a key part in...


  • Menlo Park, California, United States Aramark Full time

    About the RoleWe are seeking a highly skilled and experienced Executive Director of Operations to join our team at Aramark. As a key member of our leadership team, you will be responsible for planning, managing, and guiding multiple contracted services for a client, generating $2-15M+ in revenue.Key ResponsibilitiesLead a team that provides operational...


  • Menlo Park, California, United States Stanford Children's Health | Lucile Packard Children's Hospital Stanford Full time

    Job SummaryThis position is responsible for assisting departmental leadership in organizational development, benchmarking, operational reporting, management reporting, performance management, measuring trends, budgeting, analysis, and other financial activities with a limited functional or organizational scope.Key Responsibilities:Assists the director in...

  • Financial, Planning

    3 months ago


    Oak Park, United States Bollinger Motors Full time

    Job DescriptionJob DescriptionDescription:Bollinger Motors is seeking a Financial, Planning & Analysis (FP&A) Analyst. This position reports to our Senior FP&A Analyst. This is an in-person role at the company’s Oak Park, MI headquarters.Essential Duties & ResponsibilitiesSupport the forecasting and planning process through analysis of actual results and...