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Director, Corporate FP&A

Leads core financial planning processes including long-range and annual planning, develops driver-based models, supports capital raising, and prepares executive/Board materials for a high-growth SaaS company. Requires 10+ years FP&A experience, strong modeling skills, and bachelor's degree.

224k – 308kSan Francisco, CAFinance & AccountingHybrid10+ YOE

About the role

The impact you will have:

Own all long and short term planning processes, including:

  • Define, implement, and scale best in class planning processes
  • Drive accountability across stakeholders through clearly defined roadmaps, timelines, and deliverables
  • Develop and maintain driver based financial models to optimize resource allocation and support strategic planning
  • Prepare executive ready materials, including financial models, scenario analyses, and presentations

Partner with Finance leadership to support capital raising efforts, collaborating cross functionally with FP&A, Investor Relations, and Treasury

Drive the development of Executive and Board reporting materials, ensuring accuracy and clarity of financial insights and clear storytelling

Recommend annual and quarterly guidance strategies for Board and Investor communications

Drive a clear vision for best in class Corporate FP&A processes to ensure IPO readiness

Lead ad hoc analyses and strategic projects to support senior Finance leaders, including Investor Relations

Identify and drive process and system optimization initiatives, including opportunities for automation

What we look for:

  • Bachelor's Degree in Business, Finance, Accounting, or a related field
  • 10+ years of experience in FP&A, corporate finance, management consulting, or investment banking; experience in the software or SaaS industry is a plus
  • Experience leading long range and annual planning processes at scale
  • Proven track record of financial leadership in a fast-paced, dynamic environment
  • Possess strong financial modeling and analytical skills; highly proficient in Excel / Google Sheets
  • Intellectual curiosity and the ability to solve problems independently
  • Strong analytical, organizational, and collaboration skills
  • Strong communication skills and the ability to prioritize and manage multiple objectives in a fast-paced environment while meeting deadlines
  • Experience with forecasting and planning tools (e.g., Anaplan)

Skills

ExcelGoogle SheetsAnaplanFinancial ModelingForecastingPlanning ToolsFinancial Analysis

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