Job Description

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 KPIs 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.

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