Corporate FP&A Director

DocusignSan Francisco, CA
Hybrid

About The Position

As a Director within the Corporate FP&A group, this role leads our consolidated financial modeling that drives company-wide planning, external guidance, and related strategic insights on financial performance. This individual serves as a key financial storyteller and trusted advisor to senior leadership, transforming complex financial dynamics into actionable strategic scenarios, Board of Directors materials, and external guidance frameworks. Operating with autonomy, this role will be integral to cross-functional planning cadences and a bridge across teams in the CFO org. This position is an individual contributor role reporting to the Sr. Director, Corporate FP&A.

Requirements

  • Basic BA or BS in business, finance, economics, accounting or related fields
  • 15+ years of progressive experience in FP&A, corporate finance, or strategic financial modeling within a corporate or public company environment
  • Experience with building complex driver-based financial modeling from scratch, with a high attention to detail and accuracy
  • Experience managing corporate processes within fast-paced or accelerated planning cycles
  • Experience in Corporate FP&A roles
  • Experience with financial and ERP systems, such as Oracle and Adaptive Planning
  • Exceptional executive communication and financial storytelling skills with a track record of preparing high-visibility presentations for C-suite and Board audiences
  • Intellectually curious mindset with a track record of evaluating ambiguous business problems and delivering actionable, data-backed recommendations
  • Collaborative relationship builder with a history of successfully aligning with technical partners
  • High comfort level operating with immense autonomy in fast-paced, dynamic environments
  • Applicants must already be authorized to work in the United States on a full-time, permanent basis without the need for current or future sponsorship.

Nice To Haves

  • Deep understanding of US GAAP, financial concepts, and public company guidance metrics
  • Subscription-as-a-Service (SaaS) business model expertise grounded in core industry efficiency metrics

Responsibilities

  • Develop and maintain corporate financial models in support of our forecast, annual planning, long-range planning, and external guidance processes
  • Drive the preparation, synthesis, and storytelling of Executive and Board reporting materials
  • Lead ad-hoc analysis, scenario modeling, and decision support for strategic initiatives
  • Partner cross-functionally with Accounting, Tax, and Treasury teams to evaluate and forecast in support of technical financial matters
  • Support core corporate planning processes & tools, including cross-functional communications, consolidations, and planning system subject matter expertise
  • Collaborate across functional FP&A business units to ensure strict alignment between top-down corporate financial targets and bottom-up operational plans
  • Provide mentorship and peer review of financial work deliverables of other corporate finance team members in support of maintaining a high analytical rigor within the group
  • Identify and drive process and tool optimizations by leveraging advanced data capabilities to improve forecast predictability
  • Champion an AI-first mindset within Corporate FP&A by piloting new technologies and evangelizing learnings across Finance

Benefits

  • Bonus: Sales personnel are eligible for variable incentive pay dependent on their achievement of pre-established sales goals. Non-Sales roles are eligible for a company bonus plan, which is calculated as a percentage of eligible wages and dependent on company performance.
  • Stock: This role is eligible to receive Restricted Stock Units (RSUs).
  • Paid Time Off: earned time off, as well as paid company holidays based on region
  • Paid Parental Leave: take up to six months off with your child after birth, adoption or foster care placement
  • Full Health Benefits Plans: options for 100% employer paid and minimum employee contribution health plans from day one of employment
  • Retirement Plans: select retirement and pension programs with potential for employer contributions
  • Learning and Development: options for coaching, online courses and education reimbursements
  • Compassionate Care Leave: paid time off following the loss of a loved one and other life-changing events
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