Director of Financial Planning and Analysis

About the Organization:

Colovore is the leader in liquid-cooled, high-performance colocation solutions for the deployment of Artificial Intelligence, HPC, and GPU server platforms. With facilities featuring power densities of 50 – 250 kilowatts per cabinet, we are expanding quickly and building a national footprint of modern, hyper-efficient, high-density data centers to serve F500 enterprises as well as start-ups. We recently added a large new investor, King Street, who provides significant capital and real estate development expertise to help us scale even faster. Come join our emerging company and play a critical role as we continue our rapid growth. You can be a game-changer at Colovore.

Role Overview

We are seeking a Director of Financial Planning & Analysis with a minimum of 7 years of finance experience to establish and lead our first in-house FP&A function. This role will transition critical financial planning and analysis activities from our current consulting arrangement to an internal capability, serving as the financial backbone of our rapidly growing organization.

As our inaugural FP&A hire, you'll work directly with the Chief Financial Officer to build robust financial planning processes, create sophisticated financial models, and provide strategic insights that drive business decisions across our expanding portfolio of data center developments. This is an exceptional opportunity to shape the financial infrastructure of a high-growth company in the dynamic AI and data center industry.

Key Responsibilities

Financial Planning & Budgeting

• Lead the development of comprehensive annual budgets in collaboration with department heads across the organization
• Create and maintain detailed headcount budgets aligned with business growth plans
• Establish budgeting processes and templates that scale with company growth'

Financial Modeling & Analysis

• Build and maintain a sophisticated three-statement financial model with monthly updates
• Develop and update a rolling thirteen-week cash flow model on a weekly basis
• Create a comprehensive pricing model to support the sales team in deal structuring and ROI optimization for ownership
• Build and maintain real estate returns models to evaluate development opportunities and investment performance
• Conduct ad hoc financial analyses to support strategic decision-making across all business functions

Reporting & Communications

• Prepare detailed financial reports for quarterly board meetings, including variance analysis and performance commentary
• Generate quarterly lender reports ensuring compliance with debt covenant requirements
• Develop executive dashboards and KPI reporting to support leadership decision-making
• Create monthly financial packages with variance analysis and forecasting updates

Cross-Functional Collaboration

• Work closely with the accounting team to ensure data integrity and alignment between financial planning and actual results
• Serve as the right-hand financial partner to the Chief Financial Officer on all strategic initiatives
• Provide financial insight and analysis for M&A activities, capital allocation decisions, and strategic planning
• Support investment committee processes with detailed financial analysis and recommendations

Team Development & Process Building

• Establish FP&A processes, controls, and best practices from the ground up
• Mentor and manage future finance analyst hires as the team grows
• Implement financial planning systems and tools to support scalable operations

Key Skills

• Financial Modeling
  : Expert-level proficiency in building complex three-statement models, cash flow forecasts, and pricing models
• Budgeting & Forecasting
  : Deep experience in annual planning processes, variance analysis, and rolling forecasts
• Advanced Analytics
  : Strong analytical skills with ability to translate complex financial data into actionable business insights
• Excel & Financial Systems
  : Advanced Excel modeling skills and experience with financial planning software (Adaptive Planning, Anaplan, or similar preferred); familiarity with ERP systems such as NetSuite or Yardi is helpful
• Communication
  : Excellent written and verbal communication skills with ability to present to executive leadership and board members
• Cross-Functional Collaboration
  : Proven ability to work effectively with department heads and stakeholders across the organization

Required Experience

• Minimum 7 years of progressive finance experience with at least 3 years in FP&A or similar analytical roles
• Proven track record of building financial models and planning processes in high-growth environments
• Experience with board reporting, lender reporting, and external stakeholder communications
• Strong background in budgeting, forecasting, and variance analysis
• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA preferred
• Experience in real estate and/or data center industries is a strong plus
• Background with private equity-backed or high-growth companies preferred
• This is a hybrid role based in the San Francisco Bay Area with monthly to quarterly travel to headquarters in Santa Clara required. The position offers flexibility while maintaining close collaboration with the executive team and key stakeholders.

What Success Looks Like

• Annual budget process is completed on time with department head buy-in and accurate baseline forecasting
• Three-statement model provides reliable monthly financial insights with variance analysis that drives business decisions
• Thirteen-week cash model accurately predicts liquidity needs and supports optimal cash management
• Pricing model enables sales team to optimize deal structures while maximizing owner returns
• Board and lender reports are delivered on schedule with comprehensive analysis and clear commentary
• FP&A processes are established that can scale with rapid company growth
• Finance analyst hire (when made) is successfully onboarded and productive within 90 days
• Executive team views FP&A function as a critical strategic partner in business planning and decision-making

Compensation & Benefits

• Competitive executive compensation package including base salary, performance bonus, and long-term incentives
• Comprehensive health, wellness, and retirement benefits.
• Opportunities for career growth within a fast-scaling global platform.