Chief Financial Planning Officer

2 days ago

Menlo Park, California, United States OSI Engineering Full time
Director, Financial Planning & Analysis

A key member of the OSI Engineering G&A leadership team, reporting to the Chief Financial Officer, is sought to lead the planning, forecasting, and analysis functions of the finance team. This role will have a highly visible impact across the organization while leading a small team.

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 organization to measure performance to Key Metrics. Act as a contributor and proactive advisor to leadership, highlighting risk and opportunities related to revenue and expense management leading to optimal investment decisions and outcomes.
  • 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.
  • 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: $ K base (DOE) + bonus
Location: Menlo Park (hybrid schedule, onsite 2 days/week)

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