Jobs · Sales · California

Sr. Director, Financial Planning & Analysis - Pleasanton, CA

Calyxo, Inc. · Pleasanton, CA · 3 wk ago
Sales$250k–$270k/yrInternship

Summary

The Sr. Director, Financial Planning & Analysis (FP&A) plays a pivotal role in shaping the company’s financial strategy, driving enterprise-wide performance, and supporting executive decision-making in a fast-growing medical device organization. This role serves as a key strategic partner to the VP Finance, CFO and executive leadership team, leading financial planning, forecasting, and long-range strategy while providing actionable insights that influence the direction of the business.

In This Role, You Will

  • Enterprise Financial Planning Leadership

  • Executive Reporting & Strategic Insights

  • Strategic Business Partnership

  • Financial Close & Reporting Alignment

  • Advanced Financial Modeling & Decision Support

  • Systems, Process & Data Transformation

  • Governance, Compliance & IPO Readiness

  • Leadership & Organizational Development

Qualifications

  • 18+ years of progressive finance experience, including significant leadership in FP&A, corporate finance, and strategic planning

  • 5+ years of experience in medical devices, healthcare, life sciences, or other regulated industries

  • Bachelor’s degree in Finance, Accounting, Economics, or related field required; MBA and/or CPA strongly preferred

  • Deep expertise in financial planning, investment analysis, capital allocation, long-range planning (LRP), and scenario modeling

  • Proven ability to influence executive leadership and drive strategic decision-making in a high-growth environment

  • Demonstrated success partnering with C-level executives and cross-functional leaders across Commercial, R&D, Clinical, Operations, and Supply Chain

  • Extensive experience preparing and presenting Board of Directors and investor materials

  • Strong background in commercial finance including revenue forecasting, pricing strategy, and sales performance optimization

  • Expertise in margin analysis, reimbursement dynamics, and profitability optimization across products and markets

  • Experience supporting product development, clinical investment planning, and commercialization strategies

  • Strong operational finance acumen including supply chain, inventory, and cost management

  • Experience with M&A evaluation and strategic investments, including financial modeling, due diligence, and integration support

  • Experience supporting IPO readiness initiatives, including public-company financial modeling, reporting controls, S-1 preparation, and investor communications

  • Proven ability to lead large, complex cross-functional initiatives in a fast-paced, high-growth environment

  • Advanced proficiency in Excel and experience with enterprise systems such as Adaptive Insights, NetSuite, Tableau, and Salesforce

  • Exceptional executive communication and presentation skills, with the ability to influence both financial and non-financial stakeholders

What We Offer

  • A competitive base salary range of $250,000 - $270,000 and variable incentive plan

  • Stock options – ownership and a stake in growing a mission-driven company

  • Employee benefits package that includes 401(k), healthcare insurance and paid vacation

Legal Authorization

Legal authorization to work in the United States is required.

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