Sr. Director, Financial Planning & Analysis - Pleasanton, CA

Calyxo • Pleasanton, CA

22h • $250,000 - $270,000 • Onsite

About The Position

Calyxo, Inc. is a medical device company headquartered in Pleasanton, California, USA. The company was founded in 2016 to address the profound need for improved kidney stone treatment. Kidney stone disease is a common, painful condition that consumes vast amounts of healthcare resources each year. Our team is led by executives and investors with a proven track record of commercializing paradigm-shifting devices to meet unmet needs within urology.
Are you ready to change the future of kidney stone treatment? We are seeking high achievers who want to be part of a dynamic team working in a fun, diverse atmosphere.
Summary:
The Sr. Director, Financial Planning & Analysis (FP&A) plays a pivotal role in shaping the company’s financial strategy, driving enterprise-wide performance, and supporting executive decision-making in a fast-growing medical device organization. This role serves as a key strategic partner to the VP Finance, CFO and executive leadership team, leading financial planning, forecasting, and long-range strategy while providing actionable insights that influence the direction of the business.
The Sr. Director will own enterprise financial planning processes, enhance financial infrastructure to support scale, and lead high-impact strategic initiatives including capital allocation, investment prioritization, and potential IPO readiness. The ideal candidate brings deep financial expertise, executive presence, and a proven track record of leading finance functions in dynamic, high-growth environments.

Requirements

• 18+ years of progressive finance experience, including significant leadership in FP&A, corporate finance, and strategic planning
• Bachelor’s degree in Finance, Accounting, Economics, or related field required; MBA and/or CPA strongly preferred
• Deep expertise in financial planning, investment analysis, capital allocation, long-range planning (LRP), and scenario modeling
• Proven ability to influence executive leadership and drive strategic decision-making in a high-growth environment
• Demonstrated success partnering with C-level executives and cross-functional leaders across Commercial, R&D, Clinical, Operations, and Supply Chain
• Extensive experience preparing and presenting Board of Directors and investor materials
• Strong background in commercial finance including revenue forecasting, pricing strategy, and sales performance optimization
• Expertise in margin analysis, reimbursement dynamics, and profitability optimization across products and markets
• Experience supporting product development, clinical investment planning, and commercialization strategies
• Strong operational finance acumen including supply chain, inventory, and cost management
• Experience with M&A evaluation and strategic investments, including financial modeling, due diligence, and integration support
• Experience supporting IPO readiness initiatives, including public-company financial modeling, reporting controls, S-1 preparation, and investor communications
• Proven ability to lead large, complex cross-functional initiatives in a fast-paced, high-growth environment
• Advanced proficiency in Excel and experience with enterprise systems such as Adaptive Insights, NetSuite, Tableau, and Salesforce
• Exceptional executive communication and presentation skills, with the ability to influence both financial and non-financial stakeholders
• Compliance with relevant county, state, and Federal rules regarding vaccinations.
• Must be able to lift 10 pounds, sit for up to 8 hours/day

Nice To Haves

• Experience in medical device, healthcare, life sciences, or other regulated industries strongly preferred.

Responsibilities

• Enterprise Financial Planning Leadership
• Partner with the VP of Finance and CFO to lead and evolve enterprise-wide financial planning across P&L, Balance Sheet, and Cash Flow, driving improved forecast accuracy, financial visibility, and operational alignment.
• Own and lead key planning cycles including:
• Annual Operating Plan (AOP): Enterprise-wide budget across revenue, operating expenses, headcount, and capital expenditures
• Quarterly Forecasting: Rolling 12–18 month outlook with executive-level insights and risk/opportunity identification
• Long-Range Planning (LRP): 3–5 year strategic financial plans incorporating scenario modeling, capital strategy, and growth initiatives
• Establish scalable planning processes and frameworks to support rapid organizational growth and increased complexity
• Executive Reporting & Strategic Insights
• Own executive and Board-level financial reporting, including dashboards, KPI frameworks, variance analysis, and Board of Directors materials
• Provide forward-looking insights and recommendations that directly influence executive decision-making and company strategy
• Synthesize complex financial and operational data into clear, actionable narratives for senior leadership and investors
• Strategic Business Partnership
• Serve as a senior finance partner to executive leadership across Sales, R&D, Clinical, Market Access, Quality & Regulatory, Operations, Marketing, and G&A
• Provide financial leadership for:
• Product launches, clinical trials, and commercialization strategies
• Market expansion, pricing strategy, and reimbursement dynamics
• Resource allocation and capital investment decisions
• Influence strategic decisions including portfolio prioritization, go-to-market strategies, and long-term growth initiatives
• Financial Close & Reporting Alignment
• Provide oversight and alignment with Accounting during monthly and quarterly close processes to ensure accurate, timely, and consistent financial reporting
• Ensure strong linkage between actuals, forecasts, and strategic plans across all functions
• Advanced Financial Modeling & Decision Support
• Oversee development of sophisticated financial models supporting:
• Capital allocation and investment decisions
• ROI and profitability analysis
• Scenario planning and sensitivity analysis
• Strategic and inorganic growth initiatives
• Provide financial leadership on M&A, partnerships, and strategic investments
• Systems, Process & Data Transformation
• Lead transformation and optimization of financial planning systems, tools, and processes (e.g., Adaptive Insights, NetSuite, Tableau)
• Drive automation, scalability, and data governance to enhance decision-making capabilities
• Build a best-in-class FP&A infrastructure to support future public company readiness
• Governance, Compliance & IPO Readiness
• Ensure adherence to internal controls and regulatory requirements including GAAP, SEC, and IRS standards
• Partner with executive leadership to support IPO readiness, including financial reporting rigor, controls enhancement, and investor readiness
• Support internal and external audits and maintain strong governance in a regulated medical device environment
• Leadership & Organizational Development
• Build, lead, and mentor a high-performing FP&A team, fostering a culture of accountability, strategic thinking, and continuous improvement
• Lead enterprise-wide financial initiatives and influence outcomes at the executive and Board level
• Act as a trusted advisor to senior leadership, contributing to overall business strategy beyond finance
• Additional Responsibilities
• Perform other duties as assigned

Benefits

• Stock options – ownership and a stake in growing a mission-driven company
• Employee benefits package that includes 401(k), healthcare insurance and paid vacation

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 11-50 employees