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