Director, Financial Planning & Analysis

Rosendin•San Jose, CA

About The Position

As the Director, FP&A (Financial Planning & Analysis), you will take ownership to establish and lead budgeting, forecasting, financial modeling, and reporting, while also supporting treasury, cash flow management, and broader finance responsibilities. This role is highly visible, working directly with the Controller and operations leadership to drive short and long-term overall business performance and financial success. Drive FP&A strategic direction through business-driven insights and targeted recommendations that guide decision-making. The ideal candidate is a collaborative and empowering people management leader with a proven track record of both strategic and hands-on FP&A experience, comfortable building complex models, analyzing key performance measures, and engaging and influencing all levels within the organization that includes but not limited to senior executives, project managers, and other key stakeholders.

Requirements

Strong and proven track record with deep domain knowledge, experience, and background in budgeting, forecasting, and financial modeling required.
Translate highly complex information into strategic actionable next steps
Advanced Excel and exceptional PowerPoint/Presentation skills
Advanced financial systems skills: ERP experience (Oracle) preferred.
Excellent verbal and written communication skills a must for all levels both internally/externally
Proven track record of influencing and advising senior executive leadership and key stakeholders
Well organized with strong time-management skills; ability to multi-task, work independently, and meet deadlines consistently required.
Ability to successfully lead collaboration and partnership across all cross-functional groups
Proven track record of developing and empowering a high performing team
Ability to handle sensitive information and confidential information with discretion required.
A passion for detail and complexity; a knack for problem solving
Ability to prioritize and manage multiple tasks, changing priorities as necessary
Ability to be self-motivated, proactive and a team player
Bachelor’s degree in Finance or Accounting or related field
15+ years of Finance/FP&A experience required and/or comparable experience, in construction a plus.
5+ years of Finance/FP&A people management experience and/or comparable experience

Nice To Haves

MBA, CPA, OR CFA a plus.
ERP experience (Oracle) preferred.
15+ years of Finance/FP&A experience required and/or comparable experience, in construction a plus.

Responsibilities

Lead development and ongoing evolution of enterprise-wide FP&A strategy for short-to-long term budgeting, forecasting, and financial planning aligned to both functional and overall company business strategy and objectives
Advise enterprise-wide senior leadership on FP&A strategic insights and develop strategic data-driven business-centered recommendations with financial implications to overall organization’s key strategic initiatives and objectives.
Provide senior leadership consultation, deliverables, and support for anything required from Board level activities
Ensure and drive comprehensive and accurate budgeting, forecasting, financial planning, and reporting deliverables
Oversee and develop enterprise-wide variance analysis against budget/forecast, determine key performance drivers that impacted business success, and develop highly targeted data-driven business recommendations
Own development of highly complex financial models that include but not limited to scenario analysis and sensitivity analysis while ensuring alignment to company-wide strategic initiatives and priorities that drive budget to actual analysis development.
Drive implementation and ongoing advancement of comprehensive, insightful, and business-focused dashboards/analytics, KPIs, and management reports.
Lead interconnected and collaborative partnership with Treasury to ensure providing insightful, comprehensive, accurate and timely key deliverables that support cash flow forecasting, working capital management, and liquidity planning.
Partner with operations and project management to identify key metrics, regularly evaluate performance, and collaborate to develop opportunities for ongoing improvement
Develop and deliver ongoing actionable insights and recommendations to improve short/long-term margins and operational efficiency.
Enhance financial reporting processes and ensure data integrity across all systems.
Drive operational excellence that includes identifying opportunities for continual improvement and developing best-in-class policies and processes for streamlined financial planning, forecasting, and reporting cycles.
Establish and evolve FP&A policies, procedures, and standards that deliver results that are highly insightful, comprehensive, and actionable for the organization.
Build and continually drive high performing, collaborative, and agile team that partners with all stakeholders both internally/externally within the organization.
Serve as a key liaison between Accounting and Operations to ensure alignment.
Support the month-end process, including tasks and annual audits as needed.
Support the Accounting close department with other tasks and projects as business requires