Director Financial Planning Analysis

2 weeks ago

Redwood City, United States Imperva Full time

DIRECTOR, FINANCIAL PLANNING & ANALYSIS reporting to the Vice President, Financial Planning & Analysis. The Director of FP&A will be a key leader within the FP&A team, focused on orchestrating the budgeting and forecasting cycles within the company, and producing relevant and actionable management reporting and analytics. This is a full-time position based in the Redwood Shores, CA headquarters office.

The Director, FP&A will be responsible for maintaining repeatable and scalable processes that serve a $300M+ and growing hybrid software license, and SaaS company. This role will partner very closely with the VP FP&A on matters relating to the delivery of information that will enable the company to achieve its strategic objectives.

PRIMARY RESPONSIBILITIES:

  • Help coordinate and drive the company-wide annual budgeting and quarterly forecasting process. Work with the existing finance and accounting team members to support operating expense, headcount, P&L, Balance Sheet and Cash Flow forecasting.
  • Help develop and maintain robust internal management reports and analytics.
  • Work cross-functionally across all areas within the company
  • Assist with external investor reporting and presentations when necessary
  • Work with the VP FP&A to design and prepare presentations for the Board of Directors and CEO staff, as well as operational dashboards and KPI’s for the executive team.
  • Experience managing a small group of team members with the expectation of future growth and people responsibility.
  • Key player in the implementation of a budgeting and forecasting system, working with external resources to deliver a robust, flexible and scalable system.
  • Streamline workflow processes as needed.
  • Perform ad-hoc analysis as requested.

DESIRED ATTRIBUTES & QUALIFICATIONS:

  • The successful candidate will demonstrate a positive, “can-do” attitude, capable of driving positive change within an organization.
  • High energy level and demonstrated ability to execute and deliver results on time.
  • Possesses leadership qualities that will create a culture of trust, teamwork, and respect.
  • Excellent business partnership, communication and presentation skills.
  • Strong analytical skills, professional judgement, and business acumen.
  • Ability to dive into the details when necessary to understand and resolve issues.
  • Ability to identify process bottlenecks and streamline process workflows for maximum scalability and repeatability.
  • Ability to explain complex issues in clear, simple terms
  • Good understanding of the software licensing/SaaS business model
  • 10+ years of progressively responsible business experience, with significant experience interacting with the senior levels of the organization.
  • Bachelor Degree in Finance, Accounting, Business Administration or related discipline.
  • MBA/CPA is a plus.
#J-18808-Ljbffr

  • Director of Financial Planning and Analysis

    3 weeks ago

    Yuba City, United States Sunsweet Growers Full time

    This role reports to Chief Financial Officer with a strong dotted line to the Vice President of Manufacturing. The success of this position is proactive planning and communicating of financial information and manufacturing indicators. This role is foundational with a potential transition into the Chief Financial Officer. Build a planning and analysis team...

  • Sr Director, Financial Planning

    6 days ago

    City Of Industry, CA, United States Newegg Full time

    Purpose of JobThe Sr Director of Financial Planning Analysis will direct and manage the organization's budgeting, forecasting and financial analysis and reporting functions, review and approve recommendations for financial planning and control, and present relevant information to executive management.Job DescriptionManage the organization’s annual...

  • Manager, Financial Planning

    2 weeks ago

    Redwood City, CA, United States Revolution Medicines Full time

    Revolution Medicines is a clinical-stage precision oncology company focused on developing novel targeted therapies to inhibit frontier targets in RAS-addicted cancers. The company’s R&D pipeline comprises RAS(ON) Inhibitors designed to suppress diverse oncogenic variants of RAS proteins, and RAS Companion Inhibitors for use in combination treatment...

  • Director, Financial Planning

    2 weeks ago

    Kansas City, United States Hawaiian Bros Island Grill - Field Support Full time

    Job Description Job Description Hawaiian Bros Inc. - Seeking a Visionary Director of Financial Planning & Analytics to Join Our 'Ohana Embrace the Aloha Spirit in Every Number At Hawaiian Bros, we're not just about serving great food; we're about creating a family ('ohana) that lives the Aloha Spirit. This spirit of harmony, respect, and positivity isn't...

  • Director, Financial Planning

    2 weeks ago

    Kansas City, United States Hawaiian Bros Island Grill - Field Support Full time

    Job DescriptionJob DescriptionHawaiian Bros Inc. - Seeking a Visionary Director of Financial Planning & Analytics to Join Our 'OhanaEmbrace the Aloha Spirit in Every NumberAt Hawaiian Bros, we're not just about serving great food; we're about creating a family ('ohana) that lives the Aloha Spirit. This spirit of harmony, respect, and...

  • VP Financial Planning and Analysis

    2 weeks ago

    Kansas City, MO, United States LHH Full time

    LHH has partnered with a large Kansas City based company to find their next Vice President of Finance. This is an Executive level position and will play a pivotal role in the direction of the company. Reporting to the CFO, the VP of Finance will lead the Financial Analysis and Planning team and will be a key strategic partner to the business. Qualified...

  • Manager Financial Planning and Analysis

    3 weeks ago

    Long Island City, United States JetBlue Full time

    The Manager Financial Planning and Analysis supports leadership in near and long term financial planning, reporting and modeling of various initiatives for operational work groups. The Manager is responsible for overseeing staff that support with fin Financial Planning, Manager, Financial, Planning, Airline, Support

  • Head of Financial Planning Analysis

    2 days ago

    Kansas City, United States TBG | The Bachrach Group Las Vegas Full time

    Job Opportunity: Head of Financial Planning & Analysis (FP&A.) The Bachrach Group, in partnership with a well-established company based in Kansas City, Missouri, is actively seeking a talented individual to join their team as the Head of FP&A. This exciting role offers a permanent, direct-hire opportunity with competitive compensation, a positive work...

  • Head of Financial Planning Analysis

    19 hours ago

    Kansas City, United States TBG | The Bachrach Group Las Vegas Full time

    Job Opportunity: Head of Financial Planning & Analysis (FP&A.) The Bachrach Group, in partnership with a well-established company based in Kansas City, Missouri, is actively seeking a talented individual to join their team as the Head of FP&A. This exciting role offers a permanent, direct-hire opportunity with competitive compensation, a positive work...

  • Head of Financial Planning Analysis

    2 weeks ago

    Kansas City, United States TBG | The Bachrach Group Las Vegas Full time

    Job Opportunity: Head of Financial Planning & Analysis (FP&A.) The Bachrach Group, in partnership with a well-established company based in Kansas City, Missouri, is actively seeking a talented individual to join their team as the Head of FP&A. This exciting role offers a permanent, direct-hire opportunity with competitive compensation, a positive work...

  • Data Analyst

    5 days ago

    Neptune City, United States FirstEnroll, LLC Full time

    Job DescriptionJob DescriptionSalary: Job Description: The Data Analyst - Financial Planning and Analysis (FP&A) is part of the FP&A team reporting to the Manager Data Analytics. This position will be responsible for providing direction to the management throughout the organization by analyzing financial data, forecasting future trends, and assessing the...

  • Data Analyst

    2 weeks ago

    Neptune City, United States FirstEnroll, LLC Full time

    Job DescriptionJob DescriptionSalary: Job Description: The Data Analyst - Financial Planning and Analysis (FP&A) is part of the FP&A team reporting to the Manager Data Analytics. This position will be responsible for providing direction to the management throughout the organization by analyzing financial data, forecasting future trends, and assessing the...

  • Financial Planning and Analysis Manager

    2 days ago

    Kansas City, United States CPC Full time

    Company Description CPC, LLC is a holding company based in Kansas City, MO, with a mission to buy, build, and hold great businesses. We prioritize long-term decision-making, continuous improvement, and managerial and cultural excellence in all of our portfolio businesses. With a focus on long-term growth and compounding returns, CPC invests in businesses to...

  • Director, Finance, Planning,

    4 days ago

    Oklahoma City, United States Vertex Ventures HC Full time

    Discover opportunities across our network of portfolio companies. Director, Finance, Planning, & Analysis (FP&A) Obsidian Therapeutics is expanding the reach of TIL therapy. We are pioneering engineered tumor infiltrating lymphocyte (TIL) therapies to deliver transformative outcomes for patients suffering from solid tumor malignancies. Obsidian’s programs...

  • Financial Planning and Analysis Manager

    3 days ago

    Jersey City, United States Asset Based Lending LLC Full time

    Who we are: Established in 2010, Asset Based Lending, LLC is a rapidly growing Hard Money Lender based out of Jersey City, NJ. We provide fast bridge financing to real estate investors for the purchase, renovation, or new construction of single family, multi-family and mixed use properties. We have closed thousands of loans since we began with total...

  • Financial Planning and Analysis Manager

    4 weeks ago

    Jersey City, United States Asset Based Lending, LLC Full time

    Who we are:Established in 2010, Asset Based Lending, LLC is a rapidly growing Hard Money Lender based out of Jersey City, NJ. We provide fast bridge financing to real estate investors for the purchase, renovation, or new construction of single family, multi-family and mixed use properties. We have closed thousands of loans since we began with total...

  • Financial Planning and Analysis Manager

    5 days ago

    Kansas City, United States CPC Full time

    Company Description CPC, LLC is a holding company based in Kansas City, MO, with a mission to buy, build, and hold great businesses. We prioritize long-term decision-making, continuous improvement, and managerial and cultural excellence in all of our portfolio businesses. With a focus on long-term growth and compounding returns, CPC invests in businesses to...

  • Financial Planning and Analysis Manager

    1 week ago

    Kansas City, United States CPC, LLC Full time

    Company DescriptionCPC, LLC is a holding company based in Kansas City, MO, with a mission to buy, build, and hold great businesses. We prioritize long-term decision-making, continuous improvement, and managerial and cultural excellence in all of our portfolio businesses. With a focus on long-term growth and compounding returns, CPC invests in businesses to...

  • Senior Associate, Financial Planning

    5 days ago

    Culver City, United States Knewin Full time

    Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused...

  • Financial Advisor

    4 weeks ago

    Sioux City, United States Insight Financial Planning Full time

    Job DescriptionJob Description* This position is located in Norfolk, NE. Relocation or reliable commuting is required. Cultivate relationships with new and existing client base, including meeting with clients in person and provide ongoing advice, service and relationship building. Support tenured Financial Advisors in all servicing of the existing...