Financial Planning & Analysis Director

United States·San Joseexecutive

Finance & AccountingFinancial Planning

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Quick Summary

Key Responsibilities

Lead the annual budget, rolling forecasts, and long-range financial plan. Own the integrated P&L, balance sheet, and cash flow model.

Technical Tools

Finance & AccountingFinancial Planning

About the Role

~1 min read

Responsibilities

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→Strategic Planning & Forecasting: Lead the annual budget, rolling forecasts, and long-range financial plan. Own the integrated P&L, balance sheet, and cash flow model. Provide analysis and recommendations that drive growth and operational efficiency.
→Financial Modeling & Scenarios: Build and maintain models for product launches, pricing, margins, and go-to-market investments. Run scenario and sensitivity analyses to weigh risks and opportunities.
→SaaS Metrics & Revenue Analytics: Own key SaaS KPIs, including ARR, net revenue retention, CAC, and LTV. Analyze revenue and spend trends to find opportunities to grow revenue and optimize costs.
→Business Partnering: Work with department heads and the executive team to set KPIs, track performance, and support data-driven decisions.
→Performance & Board Reporting: Deliver monthly and quarterly performance reporting on trends and variances. Present findings to the executive team and contribute to board and investor materials.
→Strategic Finance Support: Support fundraising, M&A, and strategic partnerships with financial projections, valuation analysis, and due diligence.
→Systems, Automation & AI: Improve FP&A tools and processes, and use automation and AI to make forecasting and modeling faster and more accurate.

Requirements

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10+ years in FP&A, corporate finance, or strategic finance.
Experience tech start-up company required; exposure to fundraising or M&A preferred
Bachelor’s degree in Finance, Economics, Accounting, or a related field; MBA or CFA a plus
Strong financial modeling, forecasting, and scenario-planning skills; advanced Excel; experience with tools such as Adaptive Insights, NetSuite, or Tableau
Clear communicator who can explain financial insights to people without a finance background and to executives
Resourceful and comfortable with ambiguity in a fast-paced startup

What We Offer

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At ZEDEDA, base pay is one part of our total compensation package and is determined within a range. This provides the opportunity to progress as you grow and develop within a role. Base pay is determined by considering your skills, qualifications, experience, and location. For this role the base pay range is $190,000 - $250,000.

This position is not eligible for visa sponsorship. Applicants must be authorized to work in the United States without employer sponsorship, now and in the future.