Strategic Financial Planning Lead

1 week ago


San Francisco, California, United States GoodLeap Full time

About GoodLeap: A technology company driving sustainable solutions, delivering financing and software products for solar panels, energy-efficient HVAC, heat pumps, roofing, windows, and more. Our platform has facilitated over $27 billion in financing since 2018, benefiting over 1 million homeowners. We support our award-winning nonprofit, GivePower, which deploys life-saving water and clean electricity systems across Africa, Asia, and South America.

Job Summary

We are seeking a highly skilled Strategic Financial Planning Lead to join our team. This role is responsible for annual budgeting, financial planning, and periodic forecasting, as well as business unit and product level financial analysis. The ideal candidate will have exceptional analytical and quantitative skills, with a deep understanding of financial data and metrics.

Key Responsibilities
  1. Lead the annual budgeting process, developing long-term financial forecasts for all business units, incorporating market trends, operational performance, and strategic initiatives.
  2. Monitor and analyze financial performance across all business units, identifying key trends, variances, and opportunities for improvement.
  3. Prepare and present detailed financial reports to senior management, board members, and other stakeholders, ensuring clarity and accuracy in financial communication.
  4. Continuously evaluate and improve FP&A processes, tools, and systems to enhance efficiency, accuracy, and effectiveness in financial planning and analysis.
Requirements
  • 10+ years of progressive experience in finance planning & analysis in an established multi-product/multi-business unit environment, ideally in technology or fintech industry.
  • Exceptional analytical and quantitative skills, with a deep understanding of financial data and metrics.
  • Goal-oriented and proactive in initiating tasks, must be willing to be hands-on and highly collaborative.
  • Advanced proficiency in financial software and tools, including advanced Excel, ERP systems, and financial reporting platforms.
  • Strong understanding of corporate finance, accounting principles (GAAP/IFRS), and financial modeling.
  • Strong interpersonal and effective collaboration skills to enhance cross-functional and cross-departmental coordination.
  • Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders.
Compensation

$229K - $252K Annually



  • San Francisco, California, United States Nutanix Full time

    About the RoleThe Strategic Workforce Planning Lead will be responsible for developing and managing workforce models and forecasts to ensure Nutanix is well-prepared for future talent needs. This includes analyzing workforce data to identify talent gaps and trends, and providing strategic recommendations to influence workforce planning and business...

  • Finance Lead

    4 weeks ago


    San Francisco, California, United States Workstream Full time

    We are seeking a highly skilled Finance Lead to join our team at Workstream. As a key member of our finance team, you will be responsible for driving end-to-end financial planning and reporting, including budgeting and forecasting, actuals vs. budget variance analysis, and identifying key drivers.This role will play a critical part in coordinating and...


  • San Francisco, California, United States ClassDojo Full time

    Strategic Finance Leader - Financial Planning and AnalysisClassDojo is seeking a highly skilled Strategic Finance Leader to join our team. As a key member of our finance team, you will be responsible for owning the company's financial plans and models. With a unique business model spanning SaaS, marketplace, and virtual gaming, you will need to demonstrate...


  • San Francisco, California, United States Axon Full time

    Job Title: Vice President of Financial Reporting and Strategic InvestmentsAt Axon, we're on a mission to Protect Life. We're explorers, pursuing society's most critical safety and justice issues with our ecosystem of devices and cloud software. Like our products, we work better together. We connect with candor and care, seeking out diverse perspectives from...


  • San Francisco, California, United States Braze Full time

    About the RoleWe are seeking a highly skilled Financial Planning and Analysis (FP&A) Manager to join our growing team at Braze. As a key member of our Finance team, you will be responsible for identifying, analyzing, and reporting on key business metrics, as well as driving a rigorous budgeting and forecasting process.Key ResponsibilitiesAct as a trusted...


  • San Francisco, California, United States JobBoard Full time

    Job SummaryCorelight is seeking a strategic Senior Financial Analyst to play a critical role on our finance team. As a key member, you will drive financial planning, business analytics, and strategic decision-making across the organization.About the RoleConduct comprehensive financial analysis to inform strategic decision-making, including financial...


  • San Francisco, California, United States Rakuten Group, Inc. Full time

    Rakuten Group, Inc. Job DescriptionJob Title: Sr. Director, Revenue PlanningJob Summary:Rakuten Group, Inc. is seeking a highly skilled Sr. Director, Revenue Planning to join our team. The successful candidate will be responsible for leading the development and implementation of the company's revenue planning and forecasting processes.Key...


  • San Diego, California, United States Corebridge Financial Full time

    We are seeking a highly motivated and experienced Financial Advisor to join our team at Corebridge Financial. As a Financial Advisor, you will be responsible for providing personalized retirement and financial planning experiences for our customers and their families.You will meet with existing and prospective clients to plan their financial future,...


  • San Francisco, California, United States IFG - International Financial Group Full time

    We are seeking a highly skilled Senior Project Lead for Strategic Initiatives to join our team at IFG - International Financial Group. This is an exciting opportunity to contribute to impactful projects and initiatives while honing your skills in project management, data analysis, and brand reputation.As a Senior Project Lead, you will play a key role in...


  • San Francisco, California, United States Figma Full time

    About the RoleFigma is seeking a highly skilled and experienced Strategic Finance Systems and Operations professional to join our team. As a key member of our Strategic Finance team, you will play a critical role in driving business growth and success through the development and implementation of strategic financial systems and operations.Key...


  • San Francisco, California, United States Anyscale Full time

    Anyscale is a high-growth, customer-focused company in a large and growing market. We're looking for a strategic leader to join our finance team as we build a best-in-class durable software business.This role is a unique opportunity to contribute to high-visibility, high-impact projects at a very exciting time for the company.As the Head of FP&A, you will...


  • San Francisco, California, United States Pachama Full time

    About the Role:Pachama is seeking a seasoned Chief Financial Officer to partner with our CEO in driving financial strategy and execution. As a key member of our leadership team, you will play a critical role in shaping our company's financial roadmap and ensuring we achieve our mission.The ideal candidate will have a strong background in financial strategy,...


  • San Francisco, California, United States Anthropic Limited Full time

    About the Role:We are seeking a highly analytical and detail-oriented professional to drive impactful financial planning projects and processes at Anthropic Limited. In this role, you will optimize financial decision-making across the company by developing insightful reporting and contributing to data-driven decision making across the organization.Key...


  • San Mateo, California, United States Freshworks Full time

    About FreshworksFreshworks is a leading provider of cloud-based software solutions that help businesses delight their customers and employees. With a global presence and a team of over 13,000 employees, Freshworks has established itself as a major player in the software-as-a-service (SaaS) industry.Our software suite includes Freshdesk (omni-channel customer...


  • San Francisco, California, United States Aescape Full time

    Drive Financial Growth and TransformationAescape is seeking a seasoned Chief Financial Officer to lead our financial strategy and drive growth. As a key member of our Executive leadership team, you will provide strategic insights and foresight into long-term planning, ensuring the company's financial sustainability and scalability.Key responsibilities...


  • San Francisco, California, United States Medallion LLC Full time

    About the RoleAs a key business partner to the executive team, you will serve as a critical leader and hands-on operator in helping drive the company's strategic decision-making, financial operations, and investor relations.You will be a vocal champion of the company's financial health, guiding smart strategic growth decisions and identifying opportunities...


  • San Diego, California, United States DaVita Full time

    About the Company:DaVita is a medical device company focused on developing and commercializing breakthrough products for the treatment of cardiology illness.Job Title: Chief Finance Officer (CFO)Location: North County, San Diego - Hybrid (Position will require travel)Salary: $275-400k + Bonus + EquityJob Description:We seek a CFO to drive our medical device...


  • San Francisco, California, United States GLIDE Full time

    About GLIDEGLIDE is a nationally recognized center for social justice, dedicated to fighting systemic injustices and empowering individuals and families to achieve stability and thrive.Position Summary:GLIDE seeks a Chief Financial Officer (CFO) to drive financial strategies, compliance initiatives, and manage contractual billing, P/L cash flow oversight....


  • San Francisco, California, United States Kendo Brands Inc. Full time

    Job SummaryKendo Brands Inc. is seeking a Senior Director of Financial Planning and Analysis to join our finance team. As a critical leadership role, this position will provide financial oversight and strategic insights to support the company's growth and profitability objectives.The ideal candidate will have a strong analytical mind, excellent managerial...


  • San Diego, California, United States Midland Credit Management Inc Full time

    About the RoleWe are seeking a highly skilled Strategic Planning Manager to join our team at Midland Credit Management Inc. As a key member of our corporate strategy team, you will play a critical role in planning, facilitating, and analyzing comprehensive materials for our Board of Directors and senior executive leadership team.Key Responsibilities•...