Director, Financial Planning & Analysis (FP&A)

ProSomnus • Pleasanton, CA

1d

About The Position

The Director of Financial Planning & Analysis (FP&A) is a senior finance leader responsible for financial planning, budgeting, forecasting, and analysis. This role serves as a strategic business partner to senior leadership, providing insights that support investment decisions, cost management, and long-term growth. The FP&A Director combines financial expertise with strategic leadership to support the organization’s financial health through sound planning, strong analysis, and effective executive communication.

Requirements

• Typically, 10+ years in FP&A or finance management; 15+ years of total experience is often preferred by employers.
• Advanced proficiency in Excel or Google Sheets, financial modeling, data analysis, and finance systems.
• Strong analytical, strategic thinking, communication, and presentation skills.
• Deep understanding of the organization’s industry and financial operations.
• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, procedure manuals, and prescriptions.
• Ability to write routine notes and correspondence.
• Ability to speak effectively before groups of customers or employees of organization.
• Ability to add, subtract, multiply and divide in all units of measure using whole numbers, common fractions and decimals.
• Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
• Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.
• Ability to deal with problems involving a few concrete variables in standardized situations.
• Knowledge of Internet, Spreadsheet and Word Processing software.

Nice To Haves

• 15+ years of total experience is often preferred by employers.

Responsibilities

• Lead the FP&A function: Oversee budgeting, forecasting, variance analysis, and financial modeling to support executive decision-making.
• Develop policies and procedures: Establish standards for financial data collection, analysis, and reporting to ensure accuracy and compliance.
• Build financial models and forecasts: Develop and refine models, scenario analyses, and long-range financial plans.
• Monitor performance: Review of financial statements, reports, and key metrics to identify trends, risks, and opportunities.
• Lead budgeting and capital planning: Direct the annual budget process, including capital expenditure planning.
• Prepare management reports: Deliver quarterly and annual reports for senior leadership and the board.
• Partner cross-functionally: Collaborate with departments to align financial strategies with business goals.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed