Director, FP&A Systems and Transformation

Coursera•Mountain View, CA

16h•$178,075 - $242,500

About The Position

This role is responsible for leading the strategic roadmap and digital transformation of the FP&A function across a complex tech organization. The individual will inherit a dual-system landscape (IBM Planning Analytics and Workday Adaptive Planning) and will be tasked with evaluating, testing, and selecting a single go-forward enterprise architecture. The role involves leading, mentoring, and cross-training an internal team of two direct reports, fostering a culture of automation, and establishing a single source of truth for management and board reporting. The goal is to bridge technical automation and business strategy, ensuring system builds reflect unique segment drivers and empowering the broader FP&A team to focus on proactive, high-value strategic analysis.

Requirements

10+ years of experience across FP&A, Finance Transformation, or Financial Systems, ideally within a high-growth, multi-segment technology company.
Hands-on architectural and administrative knowledge of both Workday Adaptive Planning and IBM Planning Analytics (TM1), or comparable enterprise planning platforms.
Proven success leading end-to-end platform consolidations, vendor bake-offs, and full-lifecycle system implementations.
Demonstrated ability to manage and upskill technical team members through organizational change and software transitions.
Working knowledge of modern data visualization tools (Tableau, Power BI), SQL, data warehousing, or automation tools, with the ability to explain technical concepts to business leaders.
Bachelor’s degree in Finance, Accounting, Information Systems, or a related field (MBA/CPA preferred).
Deep understanding of tech P&L drivers and subscription metrics.

Nice To Haves

MBA/CPA preferred

Responsibilities

Lead the strategic roadmap and digital transformation of the FP&A function.
Evaluate, test, and select a single go-forward enterprise architecture from a dual-system landscape (IBM Planning Analytics and Workday Adaptive Planning).
Lead, mentor, and cross-train an internal team of two direct reports.
Bridge technical automation and business strategy, ensuring system builds reflect unique segment drivers.
Drive a cultural shift away from manual spreadsheet assembly.
Oversee management and board reporting cadences, establishing unified data governance and streamlined financial close processes.
Leverage automated reporting and financial data to surface actionable insights that drive long-term corporate strategy, optimize capital allocation, and maximize ROI.
Manage day-to-day workflows for two direct reports, balancing immediate reporting and analytics demands with major project milestones for the system transition.
Partner directly with decentralized FP&A teams across all business segments to audit their unique workflows and build tailored, automated financial modeling solutions.
Direct external implementation consultants and manage vendor relationships to execute the definitive "rip and replace" system migration on time, within budget, and with zero disruption to close cycles.
Automate data pipelines and standard reporting decks to drastically reduce monthly close and forecast cycle times.
Establish strict system access controls, data hierarchy standards, and cross-functional user training programs to drive company-wide platform adoption.