Director, Financial Planning & Analysis (FP&A)

Reporting directly to the VP of Finance, we are seeking an experienced Director of FP&A to lead our FP&A team. 

This individual will play a critical role in our financial planning, budgeting, and forecasting processes. In doing so, you will closely collaborate with senior leaders across the company including Operations, HR, Sales & Marketing, Product Development, and Engineering. You must be intellectually curious, detail-oriented, and able to identify solutions to complex problems (frequently with limited or incomplete data), then roll-up your sleeves to drive implementation and track your team’s impact.

What you'll do:

• Financial Analysis and Reporting
  • Oversee the development of annual budgets and monthly forecasts, ensuring alignment with company goals and objectives.
  • Lead strategic planning and long-range financial forecasting.
  • Provide ongoing updates and analysis of actual performance vs. budget/forecast, identifying trends and variances and making recommendations for corrective actions.
  • Develop and present monthly, quarterly reports for executive leadership and board presentations, providing insights into financial performance, risks, and opportunities.
  • Maintain, and enhance Cost to Serve metrics and dashboards to monitor operational performance, track progress, and provide actionable insights.

• Strategic Business Support
  • Partner with department heads and business leaders to understand business drivers, develop forecasts, and offer financial guidance on strategic initiatives.
  • Lead ad-hoc financial analyses and provide recommendations for cost optimization, revenue growth, and operational efficiency.

• Team Development and Process improvement 
  • Mentor and manage a high-performing FP&A team, promoting a collaborative, high-accountability culture.
  • Foster a culture of continuous improvement, drive improvements in financial systems and processes, enhancing reporting capabilities and data accuracy.

Requirements:

• Based in Lehi, UT area or San Francisco Bay area
• Bachelor’s degree in Finance, Business, or related field required
• Experience: 8+ years of progressive finance experience, with at least 3 years in a managerial FP&A role
• Demonstrate ability to analyze complex data, and summarize the relevant conclusions plus recommendations in a clear and concise manner
• Show confidence and tact that can successfully influence executive and senior leadership teams
• Must have strong leadership and team-building skills; and ability to collaborate cross-functionally in an effective manner
• Experience with Adaptive Insights / Adaptive Planning and Netsuite or other equivalent finance information systems. We utilize the web-hosted version of Adaptive and OfficeConnect
• Expert MS Excel / Google Sheets skills - candidate should be comfortable with financial modeling and working with large amounts of data
• Working knowledge of GAAP (Accruals, COGS, and Capitalization versus Expense)

Pay Transparency Statement 

This is a hybrid position based out of our San Francisco or Lehi office, with the expectation of being in office at least two weekdays per week. #LI-hybrid 

The actual pay rate offered within the range will depend on factors including geographic location, qualifications, experience, and internal equity. In addition to the salary, you will be eligible for stock options and benefits like health insurance, 401k, and paid time off. Learn more about our benefits at https://jobs.collectivehealth.com/benefits/.