Director of Financial Planning and Analysis (FP&A)

Director of Financial Planning and
Analysis (FP&A)

Benefits include: Medical, Dental, and Vision Insurance, 401(k), and stock options.

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).

Providence Medical Technology, Inc. is a privately-held medical device company focused on innovation solutions for cervical spine conditions. The company has pioneered a proprietary approach to posterior cervical fusion and has developed surgical instrumentation and implants that offer unique benefits to the $2 billion worldwide cervical spine market.

Our purpose is to improve clinical outcomes for high-risk patients and prevent surgical failures of the cervical spine.

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.

Our Mission is to establish Circumferential Cervical Fusion (CCF) as the standard of care for high-risk patients.