What are the responsibilities and job description for the Director of Financial Planning and Analysis position at Providence Medical Technology, Inc.?
NOTE: You must have 8 years of progressive experience in FP&A, with at least 5 years in a leadership or management role. to be considered for this position (Experience in the MedTech industry is a plus).
LOCATION
This is a hybrid role located in Pleasanton, CA.
SUMMARY
The Director of FP&A will be a key leader in the Finance organization, responsible for driving the company’s planning, budgeting, forecasting, and financial analysis processes. This role requires a strategic thinker with deep analytical skills and the ability to partner with executive leadership across all departments. The Director of FP&A will report to the CFO and manage financial analysts, process, and systems.
MAIN RESPONSIBILITIES:
- Strategic Planning and Financial Modeling
- Lead the annual budgeting process and long-range financial planning.
- Develop and maintain complex financial models to support strategic initiatives, investment decisions, and capital allocation.
- Present financial forecasts and results to the Executive team and Board of Directors.
- Performance Management and Reporting
- Oversee the preparation of monthly, quarterly, and annual financial performance reports, including variance analysis against budget and prior periods.
- Drive continuous improvement in financial reporting and analysis processes.
- Establish and track key performance indicators (KPIs) to measure business health and operational efficiency.
- Business Partnership
- Act as a strategic finance partner to departmental heads (e.g., Sales, Marketing, Operations) to provide financial insights and decision support.
- Evaluate new business proposals, product launches, and strategic investments from a financial perspective.
- Ensure alignment between financial targets and operational plans.
- Leadership and Team Development
- Manage, mentor, and develop the FP&A process/team, fostering a culture of high performance, accuracy, and professional growth.
- Recruit and onboard new talent as needed.
- Coordinate with the Accounting team to ensure accurate financial closing and reporting.
QUALIFICATIONS:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field; an MBA or CPA is preferred.
- Minimum of 8 years of progressive experience in FP&A, with at least 5 years in a leadership or management role.
- Experience in the MedTech industry is a plus.
REQUIRED SKILLS AND ABILITIES:
- Strategic Thinking - Ability to translate complex financial data into strategic business recommendations.
- Technical Proficiency - Advanced financial modeling, Google suite and Microsoft Excel skills; proficiency with ERP and analysis systems (e.g. NetSuite, SFDC, PowerBI) is required; proficiency with an FP&A system (e.g., Anaplan, Hyperion) is an added benefit.
- Communication - Excellent verbal and written communication skills, with the ability to present complex data clearly to non-finance audiences.
- Leadership - Proven ability to lead, motivate, and develop a high-performing team.
- Attention to detail - Exceptional accuracy and focus on data integrity.