Director, Financial Planning & Analysis

About the Role

This position will oversee all financial planning and analysis aspects, including budgeting, forecasting, financial modeling, variance analysis, and performance reporting. The successful candidate will collaborate closely with cross-functional teams to drive operational efficiencies, identify opportunities for revenue enhancement, and mitigate risks.

Available to be in-office one day a week (Wednesday) at our Irvine office and available for travel as needed. Salary: $175,000 - $185,000

What You Will Be Doing

• Develop and maintain robust financial models to support budgeting, forecasting, and long-range planning.
• Partner with executive leadership to establish financial targets and key performance indicators (KPIs) aligned with company goals.
• Lead the annual budgeting process and ongoing forecasting activities, ensuring accuracy and timeliness of deliverables.
• Analyze financial and operational performance to identify trends, risks, and opportunities for improvement.
• Provide insightful analysis and recommendations to optimize resource allocation and drive profitability.
• Prepare executive-level presentations and reports for board meetings, investor presentations, and strategic planning sessions.
• Collaborate cross-functionally with departments such as Operations, Sales, RevOps, Procurement, and Marketing to drive alignment and achieve financial objectives.
• Evaluate potential business opportunities, mergers, and acquisitions through financial due diligence and scenario analysis.
• Implement and maintain financial systems and tools to enhance reporting capabilities and streamline processes.
• Mentor and develop a high-performing FP&A team, fostering a culture of continuous learning and professional growth.

What You Should Already Have

• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or advanced degree preferred.
• Minimum of 8-10 years of progressive experience in finance, with at least 5 years in FP&A leadership roles.
• Strong proficiency in three-statement financial modeling, forecasting techniques, and variance analysis.
• Experience working in high-growth environments or technology-driven companies is preferred.
• Excellent analytical skills with the ability to translate complex data into actionable insights.
• Strategic thinker with a track record of driving business results through financial analysis and decision support.
• Exceptional communication and presentation skills, with the ability to effectively convey financial concepts to non-finance stakeholders.
• Proven leadership ability with experience managing and developing a team of finance professionals.
• Advanced proficiency in Microsoft Excel, PowerPoint, and financial planning software (e.g., Planful).
• CPA, CFA, or other relevant professional certifications are a plus.