Senior Director, Financial Planning & Analysis (1149258)

Responsibilities

• Lead the company's annual budgeting and operating planning process.
• Manage quarterly forecasting activities and provide updates to executive leadership and the Board of Directors.
• Maintain and enhance long-range financial models.
• Develop financial scenarios and sensitivity analyses related to revenue, gross margin, operating expenses, headcount, capital investments, and cash flow.
• Partner with business leaders to establish financial plans and operating assumptions.
• Implement forecasting methodologies, planning standards, and financial assumptions that support informed decision-making.

Business Partnership and Performance Management

• Serve as a strategic finance partner to leaders across the organization.
• Analyze financial performance against budget, forecast, and prior periods, identifying trends, risks, and opportunities.
• Deliver actionable recommendations based on financial and operational insights.
• Collaborate with R&D, Engineering, Operations, Sales, and Corporate functions to evaluate investments and resource allocation decisions.
• Develop financial frameworks to assess products, programs, customer engagements, contracts, and strategic initiatives.
• Provide leadership with clear understanding of the financial implications of business decisions.

Management and Board Reporting

• Develop and maintain monthly management reporting packages, including financial results, KPIs, forecasts, and business drivers.
• Prepare financial analyses and presentations for executive leadership and Board meetings.
• Partner with the CFO and Investor Relations team to ensure alignment between internal forecasts and external guidance.
• Create executive-level presentations that effectively communicate financial performance, trends, risks, and future outlook.

Strategic Finance Support

• Build financial models to evaluate new products, partnerships, investments, and growth opportunities.
• Assess cash requirements, liquidity, funding needs, and cash flow projections.
• Partner with leadership on workforce planning, including headcount forecasts and compensation assumptions.
• Evaluate the financial return and strategic impact of major investments.
• Support mergers and acquisitions, strategic investments, and corporate development activities as needed.

Public Company Operations and Finance Infrastructure

• Partner closely with Accounting and Corporate Finance teams to align reported results, forecasts, and management reporting.
• Establish processes that improve forecast accuracy, data governance, and reporting integrity.
• Develop scalable FP&A systems, reporting tools, and planning processes to support organizational growth.
• Support earnings preparation, investor communications, and Board reporting activities.
• Maintain documentation and controls for key FP&A processes.