Director of Financial Planning and Analysis

4 days ago

Market St San Francisco CA USA, United States Currency Cloud Full time
Job Description

**About the Role**

We are seeking a highly skilled and experienced Director of Financial Planning and Analysis to join our team at Currency Cloud. As a key member of our leadership team, you will play a critical role in driving business growth and success through strategic financial planning and analysis.

Key Responsibilities

  • Analyze and map our business strategies to meet and exceed budget targets, while continuously seeking ways to optimize revenue streams via incentives and expenses management.
  • Synchronize monthly and quarterly incentives and expenses forecasts from different teams, ensuring consistency and alignment across all projections.
  • Validate incentives and expenses forecasts against actual results, providing insightful analysis and recommendations to improve forecasts accuracy and effectiveness.
  • Collaborate with cross-functional teams to understand incentives and expenses trends and drive improvement initiatives.
  • Support the team in strategic decision-making, leveraging data and analytics to drive revenue optimization.
  • Monitor and analyze market trends and competitors to identify optimization opportunities.
  • Manage ad hoc, monthly, quarterly, yearly analysis of deals and markets in specific revenue streams.
  • Be a strategic partner in conducting early stage deal assessments to optimize deal structure and ensure alignment with strategic OKRs and revenue optimization.
  • Assist in the evaluation of deals performance and actively participate in the renewal process to maximize revenue generation and identify incentives optimization opportunities.
  • Monitor the expenses related to the organization and advise on proper expense management and optimization.

Requirements

  • 10 or more years of work experience with a Bachelor's Degree or at least 8 years of work experience with an Advanced Degree (e.g. Masters/ MBA/JD/MD) or at least 3 years of work experience with a PhD.
  • Strong analytical background and extensive minimum 7 years' experience in FP&A including incentives and expenses optimization, forecasting, and budgeting in a multinational organization.
  • Proven ability to work under pressure and meet deadlines.
  • Strong team player, self-motivated and able to work independently at coordinating cross-functional activities, obtain buy-in and elevate issues at critical junctures appropriately.
  • Self-motivated, with a can-do attitude. Excellent problem-solving skills with a strong customer-centric mindset.
  • Strong PC and high proficiency with Microsoft Office Suite products (Excel, Word & PowerPoint). Hyperion knowledge is an advantage.
  • Excellent communication skills, including verbal, written and presentation necessary. Active listening skills required.
  • Ability to explain complex business concepts to broad audiences in an approachable way.
  • Comfort leading and working closely with cross-functional teams required.
  • Fluency in English.
  • Understanding of business, financial planning, and analysis experience in a payment systems organization would be an advantage.

What We Offer

We offer a comprehensive benefits package, including Medical, Dental, Vision, 401(k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program. This is a hybrid position, and employees in hybrid roles are expected to work from the office 2-3 set days a week, with a general guidepost of being in the office 50% or more of the time based on business needs.

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