Senior Director, Corporate FP&A

Marqeta•Oakland, CA

1d•Hybrid

About The Position

Marqeta’s Senior Director, Corporate FP&A will lead and modernize company-wide planning, forecasting, and operating expense management. The role inherits a small team spanning corporate finance, headcount forecasting, and finance business partnership. Its central mandate is to transform the function through automation, integrated data flows, and improved systems so the team can focus more on analysis and partnership. The position owns the company’s annual operating plan, long-range plan, quarterly forecasts, monthly close commentary, board materials, and the planning calendar connecting these activities. It also owns operating expenses end-to-end, including headcount, vendor spend, travel and entertainment, capital expenditure, and the broader cost structure. The Senior Director serves as a senior finance partner to the CFO, executive team, and functional leaders, helping them assess investments, structure trade-offs, and make decisions that support the company’s priorities. The role leads a team of 3–4 across central planning and business partnership, developing the team and setting expectations for analytical quality and effective partnership. It also works closely with Accounting, the Controller, Technical Accounting, and Audit teams on the forecasting impact of GAAP and accounting policy decisions, including stock-based compensation and capitalized software development costs. Marqeta is a Flex First company, allowing employees to work from home or a company office. There is a strong preference for candidates based in Oakland, and the role is expected to be in-office for Board meetings.

Requirements

Bachelor’s degree in a quantitative field such as Finance, Accounting, Economics, Engineering, or Mathematics, or a similar field.
15+ years of progressive FP&A experience at scaled operating companies, including meaningful public-company FP&A experience.
7+ years managing FP&A teams, with a track record of developing analysts and senior analysts.
End-to-end ownership of annual planning, long-range planning, quarterly forecasting, monthly close commentary, and board materials at scale.
Deep corporate FP&A and operating expense expertise, including headcount build-up, ramp, attrition, vendor spend, travel and entertainment, capital expenditure, and operating expense forecasting.
Strong public-company accounting and GAAP fluency, including stock-based compensation, capitalized software development costs, and lease accounting.
Experience partnering with Controllers, technical accounting teams, and auditors on accounting topics affecting a technology company’s profit and loss.
Experience designing data flows and connecting source systems, planning tools, business intelligence layers, and executive reporting.
Demonstrated ability to automate recurring reports, dashboards, forecasts, and analytical workflows.
Informed perspective on how AI can change FP&A work, with examples of deploying AI in a finance team beyond experimentation.
Ability to develop and mentor team members and lead a team through functional evolution.
Strong executive and cross-functional business partnership skills, including with finance leaders and functional leaders such as CTOs, CPOs, and COOs.
Ability to present to a board, communicate with a CEO, and coach a senior analyst through a model.
Comfort working in a fast-paced public-company environment and willingness to take a hands-on role when needed.

Nice To Haves

MBA, though equivalent experience may substitute.
CPA or equivalent qualification; strongly preferred.
Payments, fintech, or scaled SaaS experience.
Public-company experience with investor-facing materials and earnings-cycle support.
Experience leading a finance function through transformation, including modernizing systems, automating processes, rebuilding data architecture, or upgrading a team.
Hands-on experience with Sigma or comparable BI/analytics platforms used as a finance layer.
Hands-on experience deploying AI workflows, agents, or automations on an FP&A team.

Responsibilities

Lead and modernize the Corporate FP&A function, with a focus on automating recurring processes and integrating data from source systems through analytics tools to executive reporting.
Own the FP&A systems, tooling roadmap, and data architecture; develop tools and workflows that support finance leadership and cross-functional partners.
Lead and develop a team of 3–4 across central planning and business partnership, coaching team members and setting standards for analytical quality and business partnership.
Own the annual operating plan, long-range plan, quarterly forecasts, and monthly close commentary, and ensure these planning processes connect effectively.
Design the planning calendar and cross-functional rhythms, including budget reviews, quarterly business reviews, and planning kickoffs.
Develop the financial narrative for board materials, executive reviews, and investor-facing analysis in partnership with the CFO and Investor Relations.
Own company-wide operating expense forecasting, including headcount, vendor spend, travel and entertainment, capital expenditure, and the broader cost structure.
Build headcount planning processes in partnership with People Operations, Recruiting, and functional leaders, connecting business priorities to investment decisions.
Proactively identify risks and opportunities in the cost structure and partner with Accounting on close-cycle accuracy and operating expense actuals.
Partner with the Controller, Technical Accounting, and Audit teams on the forecasting implications of accounting policies and technical accounting topics.
Serve as a senior finance partner to the CFO, executive team, and functional leaders on investment, hiring, organizational design, and cost structure decisions.
Help functional leaders understand and manage their cost bases, structure trade-offs, and identify options to advance business priorities.
Translate financial information into clear narratives that help the business make decisions.
Roll up sleeves to deliver critical analysis when needed and maintain composure through close, forecast changes, and board requests.

Benefits

Multiple health insurance options.
Flexible time off.
Retirement savings program with company contributions and after-tax contributions.
Equity in a publicly traded company.
Employee Stock Purchase Program.
Family-forming benefits and fertility support.
Up to 20 weeks of parental leave.
Free therapy sessions.
Financial and professional coaching.
Legal advice.
Monthly stipend to support the remote work model.
Annual development dollars to support employee growth and development.
Annual bonuses for eligible employees.