Director, Financial Planning – Analysis

This is a fully remote position, open to applicants in United States.

📋 Description

• Lead the enterprise annual planning process, encompassing templates, timelines, and deliverables.

• Create and update financial models and forecasts for both short-term and long-term business strategies.

• Manage R&D budgeting, forecasting, analytics, approvals, insights, and provide ad hoc support.

• Deliver variance analysis and commentary on financial performance, highlighting drivers, opportunities, and risks.

• Suggest actions aimed at enhancing financial results.

• Develop and sustain KPIs, financial dashboards, reports, and presentations for stakeholders.

• Oversee hosting and AI usage modeling for cost and capacity planning.

• Evaluate financial performance, metrics, and trends for senior management review.

• Collaborate with Functional Teams on staffing models, resource levels, variable cost management, and quantitative targets.

• Prepare business cases and provide counsel on investment decisions, resource allocations, product launches, and cross-functional initiatives.

• Act as a trusted financial advisor to Functional Leadership.

• Enhance forecasting, financial planning, and reporting processes by utilizing technology and best practices.

• Review processes and formulate recommendations for continuous improvement.

• Build, manage, and develop a high-performing team.

• Offer guidance, coaching, and mentorship to team members.

• Promote collaboration, ongoing learning, and professional development.

⛳️ Requirements

• Bachelor’s degree in finance, accounting, or a related discipline.

• Generally, 8–10 years of experience in financial planning and analysis, preferably in a SaaS environment.

• Minimum of 2–3 years of experience in leading and developing teams.

• Experience in utilizing AI tools to enhance processes and generate insights.

• Strong financial and analytical problem-solving capabilities.

• Advanced skills in financial modeling, forecasting, and budgeting.

• Excellent communication and presentation abilities for non-financial stakeholders.

• Proficiency in ERP systems and financial planning software, with a preference for OneStream.

• Strategic mindset with the capacity to guide senior management.

• Detail-oriented and highly organized, capable of managing multiple priorities and deadlines.

• Proactive in identifying opportunities for improvement.

• Willingness to travel bi-monthly, up to 25% annually.

🏝️ Benefits

• Bonus

• Health insurance

• Vision insurance

• Dental insurance

• Accident insurance

• Life insurance

• 401k matching

• Paid time off

• Education reimbursement