DIRECTOR, FINANCIAL PLANNING & ANALYSIS reporting to the Vice President,
Financial Planning & Analysis. The Director of FP&A will be a key
leader within the FP&A team, focused on orchestrating the budgeting and
forecasting cycles within the company, and producing relevant and
actionable management reporting and analytics. This is a full-time
position based in the Redwood Shores, CA headquarters office.
The Director, FP&A will be responsible for maintaining repeatable and
scalable processes that serve a $300M+ and growing hybrid software
license, and SaaS company. This role will partner very closely with the
VP FP&A on matters relating to the delivery of information that will
enable the company to achieve its strategic objectives.
PRIMARY RESPONSIBILITIES:
- Help coordinate and drive the company-wide annual budgeting and
quarterly forecasting process. Work with the existing finance and
accounting team members to support operating expense, headcount,
P&L, Balance Sheet and Cash Flow forecasting.
- Help develop and maintain robust internal management reports
and analytics.
- Work cross-functionally across all areas within the company
- Assist with external investor reporting and presentations when
necessary
- Work with the VP FP&A to design and prepare presentations for the
Board of Directors and CEO staff, as well as operational dashboards
and KPI’s for the executive team.
- Experience managing a small group of team members with the
expectation of future growth and people responsibility.
- Key player in the implementation of a budgeting and forecasting
system, working with external resources to deliver a robust,
flexible and scalable system.
- Streamline workflow processes as needed.
- Perform ad-hoc analysis as requested.
DESIRED ATTRIBUTES & QUALIFICATIONS:
- The successful candidate will demonstrate a positive, “can-do”
attitude, capable of driving positive change within an organization.
- High energy level and demonstrated ability to execute and deliver
results on time.
- Possesses leadership qualities that will create a culture of trust,
teamwork, and respect.
- Excellent business partnership, communication and
presentation skills.
- Strong analytical skills, professional judgement, and
business acumen.
- Ability to dive into the details when necessary to understand and
resolve issues.
- Ability to identify process bottlenecks and streamline process
workflows for maximum scalability and repeatability.
- Ability to explain complex issues in clear, simple terms
- Good understanding of the software licensing/SaaS business model
- 10+ years of progressively responsible business experience, with
significant experience interacting with the senior levels of
the organization.
- Bachelor Degree in Finance, Accounting, Business Administration or
related discipline.
- MBA/CPA is a plus.