Director of Financial Planning and Analysis

NOTE:
You must have 8+ years of progressive experience in FP&A, with at least 5 years in a leadership or management role. to be considered for this position (Experience in the Med Tech industry is a plus).

This is a hybrid role located in Pleasanton, CA.

The Director of FP&A will be a key leader in the Finance organization, responsible for driving the company’s planning, budgeting, forecasting, and financial analysis processes. This role requires a strategic thinker with deep analytical skills and the ability to partner with executive leadership across all departments. The Director of FP&A will report to the CFO and manage financial analysts, process, and systems.

• Strategic Planning and Financial Modeling
• Lead the annual budgeting process and long-range financial planning.
• Develop and maintain complex financial models to support strategic initiatives, investment decisions, and capital allocation.
• Present financial forecasts and results to the Executive team and Board of Directors.
• Performance Management and Reporting
• Oversee the preparation of monthly, quarterly, and annual financial performance reports, including variance analysis against budget and prior periods.
• Drive continuous improvement in financial reporting and analysis processes.
• Establish and track key performance indicators (KPIs) to measure business health and operational efficiency.
• Business Partnership
• Act as a strategic finance partner to departmental heads (e.g., Sales, Marketing, Operations) to provide financial insights and decision support.
• Evaluate new business proposals, product launches, and strategic investments from a financial perspective.
• Ensure alignment between financial targets and operational plans.
• Leadership and Team Development
• Manage, mentor, and develop the FP&A process/team, fostering a culture of high performance, accuracy, and professional growth.
• Recruit and onboard new talent as needed.
• Coordinate with the Accounting team to ensure accurate financial closing and reporting.

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; an MBA or CPA is preferred.
• Minimum of 8 years of progressive experience in FP&A, with at least 5 years in a leadership or management role.
• Experience in the Med Tech industry is a plus.

• Strategic Thinking - Ability to translate complex financial data into strategic business recommendations.
• Technical Proficiency - Advanced financial modeling, Google suite and Microsoft Excel skills; proficiency with ERP and analysis systems (e.g. Net Suite, SFDC, Power
  
  BI) is required; proficiency with an FP&A system (e.g., Anaplan, Hyperion) is an added benefit.
• Communication - Excellent verbal and written communication skills, with the ability to present complex data clearly to non-finance audiences.
• Leadership - Proven ability to lead, motivate, and develop a high-performing team.
• Attention to detail - Exceptional accuracy and focus on data integrity.