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Director, Financial Planning

1 month ago

menlo park, United States OSI Engineering 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)