Financial Planning

3 weeks ago

San Francisco, United States SPAN Inc Full time
Our Mission
SPAN is enabling electrification for all

SPAN is mission-driven to design, build, and deploy products that electrify our built environment, decarbonize our world, and slow the effects of climate change.
  • Decarbonization is the process to reduce or remove greenhouse gas emissions, especially carbon dioxide, from entering our atmosphere.
  • Electrification is the process of replacing fossil fuel appliances that run on gas or oil with all-electric upgrades for a cleaner way to power our lives.
The Role

We are looking for a Financial Planning & Analysis (FP&A) Manager to join our Finance team and partner with the business. In this role, you will work closely with business partners to analyze actual performance against our planned performance. Additionally, you will support our target setting processes, and lead in the monthly preparation of reports & dashboards for leadership.

You are a data-driven problem solver who is excited to support leadership with impactful reporting and analysis.
Responsibilities
  • Support the annual budgeting process, including coordinating with various departments to gather inputs, setting realistic targets, and ensuring alignment with overall company goals.
  • Lead monthly meetings with department heads to review Plan-to-Actual variances for operating expenditures (OpEx) and capital expenditures (CapEx).
  • Develop and manage rolling forecasts, ensuring accuracy and relevance to current business conditions.
  • Provide detailed financial analysis on business performance, identifying trends, risks, and opportunities.
  • Continuously evaluate and improve financial processes and systems to enhance efficiency and effectiveness.
  • Review and approve purchase requisitions in accordance with the budget.
  • Create data visualizations to be used in presentations to leadership, the board of directors and prospective investors.
Required Qualifications
  • Bachelor's degree in Finance, Accounting, or related field.
  • 4 - 6 years of experience working in Corporate Finance, Investment Banking, Venture Capital, Private Equity or Management Consulting.
  • Excellent Excel skills (mastery of lookups, pivot tables, if statements, sumif, etc.).
  • Ability to reconcile data from multiple sources and efficiently summarize reconciling items.
  • Proven ability to join data from various sources and create dynamic reporting solutions.
  • Ability to effectively present information and respond to questions from various stakeholders.
  • Positive attitude with the ability to work cross-functionally and be a team player.
  • Strong prioritization skills and the ability to accomplish assignments simultaneously under tight timelines.
  • Experience with structuring data and creating data visualizations (e.g. charts, graphs, etc.).
  • Proficient with PowerPoint and/or Google Slides.
  • Familiarity with reporting tools such as Tableau, Qlik, Alteryx and/or Power BI.
  • Desire to work in a start-up environment with changing priorities
Bonus Qualifications
  • Master's in Business Administration (MBA) degree or active Certified Financial Analyst strongly preferred.
  • Experience with SQL, VBA or other coding languages.
  • Experience with Tableau.


The Perks:

Competitive compensation + equity grants at a well-funded, venture-backed company

Comprehensive benefits: 100% employee premiums for base plans on medical, dental, vision with options for additional coverage. Parental leave up to twenty four (24) weeks depending on eligibility

Comfortable, sunny office space located near BART and Caltrain public transit

Strong focus on team building and company culture: Employee Resource Groups, monthly social events, SPANcakes recognition breakfast, lunch, and learns

Flexible hours, one holiday per month, and flexible time off

Interested in joining our team? Apply today and we'll be in touch with the next steps

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