Jobs · Accounting · California

Strategic Finance and FP&A Manager

Vaco by Highspring · Palo Alto, CA · 1 mo ago
HybridAccountingFull-time
We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills? Actually they said use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use
  • for any list of duties/requirements/benefits, and

    for prose. Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

    or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. Output ONLY the HTML fragment — no /, no markdown code fences. We need to parse the posting. Key content: - Title: Manager, Strategic Finance & FP&A (but we don't repeat as heading) - Client: a data and technology company, seeking a Manager of Strategic Finance & FP&A to lead company-wide planning, forecasting, reporting, and financial analysis. - Location: This role is fully remote, with occasional in-person collaboration in the San Francisco Bay Area preferred. - Job Description: This highly visible role will partner closely with executive leadership and stakeholders across the organization to translate financial and operational data into actionable business insights. The ideal candidate combines strong financial modeling expertise with strategic thinking, sound business judgment, and the ability to influence decision-making in a dynamic environment. - Responsibilities: list bullet points (starting with "Lead company-wide budgeting, forecasting, cash flow planning, and long-range financial planning" etc.) - Requirements: list bullet points (Bachelor's degree..., MBA or CPA preferred, 5+ years..., Experience within a technology..., Advanced financial modeling skills..., Excellent communication...) - Compensation: paragraph about compensation, mentions salary range noted in posting, discretionary bonuses, medical/dental/vision benefits, 401(k) retirement plan. - Then there is a lot of boilerplate: Equal Opportunity Notice, Representation Notice, Privacy Notice, Pay Transparency Notice, etc. We need to remove those. We need to decide sections: About the role (maybe combine location and job description?), Responsibilities, Requirements, Benefits (if present), Pay (if present). The posting includes compensation details: salary range noted (though not explicit numbers) but says "as required by local law ... Vaco by Highspring notes that the salary range for the role is noted in this job posting." It doesn't give actual numbers, but says salary range is noted. It also mentions discretionary bonuses, medical/dental/vision benefits, 401(k) retirement plan. So we have benefits and pay info (though not explicit numbers). The rule: never create Pay/Schedule/Benefits sections unless the posting actually states them. It does state benefits (medical, dental, vision, 401(k)). It also mentions compensation (salary range noted, discretionary bonuses). So we can include a Benefits section and maybe a Pay section? The Pay section would be about salary range; but we don't have actual numbers, just statement that salary range is noted. Is that considered substantive? It says "the salary range for the role is noted in this job posting." That's not giving the range, just says it's noted. Might be considered placeholder? It's not "not specified" but it's saying it's noted elsewhere. Might be considered not substantive enough to create a Pay section? The instruction: never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. The posting does state that there is a salary range noted, but not the actual numbers. It's ambiguous. I'd lean to not create a Pay section because we don't have actual numbers; but we could include a short paragraph about compensation under maybe "About the role" or a separate "Compensation" section? The allowed headings list includes Pay, Benefits, Schedule. We could create a Benefits section for the benefits listed. For Pay, we could maybe include a short paragraph under About the role or not create a separate heading. Since they said prefer a few substantive sections over many thin ones, we could combine Pay and Benefits into a "Compensation & Benefits" section? But they only gave examples of headings; we could still use

    for "Compensation and Benefits". However they said use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). They didn't forbid other headings, but they gave examples. Safer to stick to those examples. So we could have Benefits section, and maybe not Pay. Or we could have Pay section with the statement about salary range noted and discretionary bonuses. That is substantive enough? It mentions discretionary bonuses and eligibility for benefits. That is substantive. The Pay section could contain: "Compensation is determined based on skill sets, experience, training, licensure, location, and business needs. As required by local law, the salary range for the role is noted in this posting. The individual may also be eligible for discretionary bonuses." That is not filler; it's actual info. So we can include Pay section. We also have location info: fully remote with occasional in-person collaboration in SF Bay Area preferred. That could go under About the role or maybe a separate "Location" but not in list. We'll incorporate into About the role. We need to remove boilerplate: Equal Opportunity Notice, Representation Notice, Privacy Notice, Pay Transparency Notice (though we used some of its content for Pay? Actually Pay Transparency Notice is similar to compensation paragraph; we need to avoid duplication. We'll take the substantive compensation info from the earlier "Compensation:" paragraph and ignore the later Pay Transparency Notice which is mostly boilerplate. We also need to remove duplicated lines, application instructions (like "By submitting to this position, you are agreeing to be included in our talent pool..." etc.) That's part of Representation Notice etc. So remove. We need to preserve all substantive information: responsibilities list, requirements list, location, job description, compensation/benefits. We need to use

    for section headings. Use
    • for any list of duties/requirements/benefits. Use

      for prose. We need to decide sections: About the role (maybe includes location and job description), Responsibilities, Requirements, Benefits, Pay. Could also combine Benefits and Pay into one "Compensation & Benefits" but we follow examples. Let's extract: About the role prose: "Our client, a data and technology company, is seeking a Manager of Strategic Finance & FP&A to lead company-wide planning, forecasting, reporting, and financial analysis. This highly visible role will partner closely with executive leadership and stakeholders across the organization to translate financial and operational data into actionable business insights. The ideal candidate combines strong financial modeling expertise with strategic thinking, sound business judgment, and the ability to influence decision-making in a dynamic environment. Location: This role is fully remote, with occasional in-person collaboration in the San Francisco Bay Area preferred." We could separate location into its own sentence. Responsibilities list: bullet points: - Lead company-wide budgeting, forecasting, cash flow planning, and long-range financial planning - Partner with business leaders to develop forecasts, improve planning accuracy, and evaluate financial performance - Build financial models and scenario analyses to support strategic initiatives, investments, and resource-allocation decisions - Develop and monitor financial and operational metrics that provide leadership with greater visibility into business performance - Prepare monthly and quarterly reporting packages, including variance analyses, financial trends, risks, and opportunities - Partner with executive leadership on corporate development, growth initiatives, and other strategic projects - Collaborate with commercial and operational teams to understand business drivers and translate changes into updated financial plans - Perform ad hoc financial analyses and develop executive-ready recommendations that support data-driven decisions - Improve FP&A processes, reporting capabilities, and planning tools as the organization continues to grow Requirements list: - Bachelor's degree in Finance, Business, Accounting, or a related field; MBA or CPA preferred - 5+ years of experience in FP&A, strategic finance, investment banking, management consulting, or public accounting - Experience within a technology, software, subscription-based, or similarly dynamic business environment - Advanced financial modeling skills with a strong understanding of corporate finance, accounting, forecasting, and cash flow - Excellent communication and business-partnering skills, with the ability to translate complex analysis into actionable recommendations for senior leadership Benefits: medical, dental, vision benefits, 401(k) retirement plan. Also discretionary bonuses (though that is compensation). We'll list benefits as: - Medical, dental, and vision benefits - 401(k) retirement plan Pay: Compensation determination factors, salary range noted per local law, eligibility for discretionary bonuses. We could phrase: "Compensation is based on skill sets, experience, training, licensure, location, and business needs. As required by local law, the salary range for the role is noted in this posting. The individual may also be eligible for discretionary bonuses." We need to ensure we don't include filler like "commensurate with experience". Not present. Now produce HTML:

      About the role

      Our client, a data and technology company, is seeking a Manager of Strategic Finance & FP&A to lead company-wide planning, forecasting, reporting, and financial analysis. This highly visible role will partner closely with executive leadership and stakeholders across the organization to translate financial and operational data into actionable business insights. The ideal candidate combines strong financial modeling expertise with strategic thinking, sound business judgment, and the ability to influence decision-making in a dynamic environment. Location: This role is fully remote, with occasional in-person collaboration in the San Francisco Bay Area preferred.

      Responsibilities

      • Lead company-wide budgeting, forecasting, cash flow planning, and long-range financial planning
      • Partner with business leaders to develop forecasts, improve planning accuracy, and evaluate financial performance
      • Build financial models and scenario analyses to support strategic initiatives, investments, and resource-allocation decisions
      • Develop and monitor financial and operational metrics that provide leadership with greater visibility into business performance
      • Prepare monthly and quarterly reporting packages, including variance analyses, financial trends, risks, and opportunities
      • Partner with executive leadership on corporate development, growth initiatives, and other strategic projects
      • Collaborate with commercial and operational teams to understand business drivers and translate changes into updated financial plans
      • Perform ad hoc financial analyses and develop executive-ready recommendations that support data-driven decisions
      • Improve FP&A processes, reporting capabilities, and planning tools as the organization continues to grow

      Requirements

      • Bachelor's degree in Finance, Business, Accounting, or a related field; MBA or CPA preferred
      • 5+ years of experience in FP&A, strategic finance, investment banking, management consulting, or public accounting
      • Experience within a technology, software, subscription-based, or similarly dynamic business environment
      • Advanced financial modeling skills with a strong understanding of corporate finance, accounting, forecasting, and cash flow
      • Excellent communication and business-partnering skills, with the ability to translate complex analysis into actionable recommendations for senior leadership

      Benefits

      • Medical, dental, and vision benefits
      • 40

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