Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Head of Financial Planning and Analysis

Confidential

Head of Financial Planning and Analysis

About the Company

Prominent private equity firm

Industry
Venture Capital & Private Equity

Type
Private Equity Firm

About the Role

The Company is seeking an FP&A Director to establish and lead a top-tier financial planning and analysis function. The successful candidate will be tasked with building the FP&A team internally, making this a pivotal role in the organization. Key responsibilities for the FP&A Director include developing and implementing financial strategies, providing in-depth analysis to support decision-making, and ensuring the team delivers accurate and timely financial reports. The role also involves close collaboration with other departments to drive business performance and support the company's growth. Applicants for the FP&A Director position at the company should have a Bachelor's degree in accounting, finance, or a related field, with a preference for candidates holding a CPA, MBA, or CFA. A minimum of 7 years' experience in FP&A is required, with a strong emphasis on those who have a proven track record in building an FP&A department from the ground up. Experience in the professional services industry is also preferred, along with a background in private equity, mergers and acquisitions, or corporate development. The ideal candidate will be a strategic thinker, possess excellent leadership skills, and have the ability to drive change and innovation within the FP&A function.

Travel Percent
Less than 10%

Functions

  • Finance
Vacancy posted 10 hours ago
Similar jobs that could be interesting for youBased on the Head of Financial Planning and Analysis in San Francisco, CA vacancy
  •  ...About Stripe Stripe is a financial infrastructure platform for...  ...team. You'll partner with the heads of product for Connect and Crypto...  ..., pricing and unit economic analysis, investment frameworks, and...  ...annual strategic financial planning process. Develop long-range financial... 
    Suggested

    Stripe

    San Francisco, CA
    1 day ago
  •  ...Head Of Strategic Finance Houston Why Join Giga The Pace: We're building...  ...Own short and long-range financial models, annual operating plans, rolling forecasts, and project-oriented...  ...Lead scenario and sensitivity analysis to support major capital allocation... 
    Suggested
    Full time
    Work at office
    Local area
    Immediate start
    Work from home
    Flexible hours

    Giga Energy

    San Francisco, CA
    5 days ago
  •  ...A leading financial services firm in San Francisco is seeking a Head of Finance to be the senior finance partner and support the CEO. This hands-on role requires...  ...startups. Responsibilities include financial planning, budgeting, and operational insights. The ideal candidate... 
    Suggested
    Work at office

    RJR Partners

    San Francisco, CA
    3 days ago
  • $288k - $339k

    As the Head of Strategic Finance, you will serve as the architect of our insight engine...  ..., and marketing dollar is backed by deep financial logic and a clear path to ROI. This role...  ...Establish this as the single source of truth for planning, forecasting, and investor communication.... 
    Suggested
    Contract work
    Work at office
    Work from home
    Worldwide
    Shift work

    Decisive Point

    San Francisco, CA
    4 days ago
  •  ...company, we’re hiring our Founding Head of Finance to lead Strategic...  ...company—designing the financial engine, raising capital, and...  ...modeling, pricing, and long-range planning systems. Establish the...  ...Series B, C, D → IPO. Drive analysis across unit economics, GTM efficiency... 
    Suggested
    Flexible hours

    Granica

    San Francisco, CA
    2 days ago
  • $118.72k - $212k

     ...will drive quantitative and qualitative analysis to inform strategic judgements and identify...  .... You will support corporate financial goals by driving forecast models and providing...  ...investors. You also will lead our financial planning and analysis (FP&A) processes across... 
    Full time
    Work at office
    Remote work
    Flexible hours

    Samsara

    San Francisco, CA
    3 days ago
  • $110k - $140k

     ...Strategic Finance Specialist (Korean Bilingual) to support the Business Planning team for Axia, a leading residential solar provider. This role is responsible for driving financial planning and analysis (FP&A) to inform executive decision-making, improve business... 
    Work at office

    Q-Cells

    San Francisco, CA
    2 days ago
  • $118.72k - $212k

     ...goals, drive quantitative and qualitative analysis, inform strategic judgments, and...  ...opportunities. You will support corporate financial goals by driving forecast models and providing...  ...investors. You will lead our financial planning and analysis (FP&A) processes across... 
    Full time
    Work at office
    Remote work
    Flexible hours

    Samsara

    San Francisco, CA
    4 days ago
  • $180k - $220k

     ...days a week in office) About the role We are seeking a highly strategic and hands-on Director of FP&A to lead our financial planning and analysis function. This role will own the company’s financial planning, forecasting, and performance insights, serving as a... 
    Work at office
    3 days per week

    Dave Steineke Executive Search

    San Francisco, CA
    3 days ago
  • $234.8k - $290k

     ...primary responsibility for strengthening financial governance, budget transparency, and...  ...trial cost modeling, including scenario planning and sensitivity analyses, clearly explaining...  ..., scenario planning, and sensitivity analysis, with the ability to translate operational... 
    Full time
    Local area
    Flexible hours
    2 days per week
    3 days per week

    JobRx, Inc.

    Brisbane, CA
    4 days ago
  •  ...fast-growing fintech startup in San Francisco is seeking its first finance leader to shape the financial foundation of the business. This strategic role involves financial planning, modeling, and fundraising support, working directly with the CEO. Ideal candidates will... 

    3 Bridge Networks

    San Francisco, CA
    3 days ago
  • $124.5k - $260k

     ...1099s, etc., while also contributing to the preparation of financial statements and the development of internal controls and policies...  ...traditional 10‑K, 10‑Q, and 8‑K filings Improve financial planning and analysis (budgeting, forecasting, data analysis) Review of monthly... 
    Work at office
    Local area
    Flexible hours

    Cross Country Consulting

    San Francisco, CA
    2 days ago
  • Granica, based in San Francisco, is seeking a Founding Head of Finance to lead Strategic Finance, Capital Markets, FP&A, and Company...  ...Architecture. In this pivotal role, you will design the financial engine, raise capital, and create a performance model tied to long... 

    Granica

    San Francisco, CA
    2 days ago
  • $161k - $189k

     ...List and is a Y Combinator 2024 Breakthrough Company. The Financial Planning & Strategy (FP&S) team improves strategic decision-making...  ...Ownership: Own financial planning, forecasting, and performance analysis for a portfolio of new and growth products. Business... 
    Work at office
    Local area
    Remote work
    Relocation
    Flexible hours
    3 days per week

    Checkr

    San Francisco, CA
    1 day ago
  • LeoForce is seeking a Finance Manager in San Francisco to lead financial planning and analysis efforts. The successful candidate will provide strategic insights and manage budgets in a dynamic healthcare environment. With a minimum of 5 years of relevant experience and... 

    LeoForce

    San Francisco, CA
    2 days ago
  • $136.49k - $254.66k

     ...Rakuten Kobo Inc. is seeking a Senior Director, FP&A to lead financial planning and analysis functions. This role partners with executive leadership to drive financial performance, optimize resource allocation, and build high-performing teams. The ideal candidate has 1... 

    Rakuten Kobo

    San Francisco, CA
    3 days ago
  •  ...recommendations to senior leadership Bachelor’s degree in business, finance, economics, or a related field 7+ years of experience in financial planning and analysis with increasing responsibility supporting business decision-making Experience building financial models, forecasts, and... 

    Robinhood

    San Francisco, CA
    10 hours ago
  • $100k - $120k

     ...organization's finance operations, financial reporting, and compliance,...  ...support strategic financial planning. The Finance Manager plays a...  .... Financial Reporting and Analysis: Prepare and review...  ...performance and work with department heads to ensure compliance with... 
    Full time
    Contract work
    Local area

    CYCSF

    San Francisco, CA
    14 days ago
  • $224k - $280k

     ...leader, you will build and own the financial infrastructure that powers our company-wide planning, forecasting, and reporting...  ...consolidated results with clear variance analysis Build and maintain board- and...  ...inputs from department heads into a coherent, well-supported... 
    Work at office
    Home office
    Flexible hours

    ZIP

    San Francisco, CA
    3 days ago
  • $120k - $145k

     ...Director (Washington, DC) Direct Reports: Financial Reporting Analyst (Delhi, India)...  ...Climate Policy Initiative (CPI) is an analysis and advisory organization with deep expertise...  ...analysis, and portfolio‑level planning. Reporting to the Global Finance Director... 
    Contract work
    For contractors
    Work at office
    Local area

    Climate Policy Initiative

    San Francisco, CA
    3 days ago
  • $170.7k - $273.2k

     ...transactions between consumers, merchants, financial institutions and government entities...  ...role will lead end-to-end financial planning and analysis (end to end, full P&L), including...  ...The role will report to the NA CMS FP&A Head and is expected to elevate forecasting... 
    Work experience placement
    Work at office
    Local area

    Visa

    San Francisco, CA
    3 days ago
  • $175k - $300k

     ...seeking a Finance Manager to own day-to-day financial operations at Goodfire as we...  ...The role spans the full spectrum from heads-down operational work to assisting with...  ...Key Responsibilities Financial planning and analysis - own and maintain our financial models... 
    Remote work

    Goodfire

    San Francisco, CA
    5 days ago
  •  ...role with the opportunity to shape the financial future of the brand. You will be a key partner...  ...of financial modeling, data analysis, and a passion for translating complex data...  ...functionally with various teams, particularly the Planning and Inventory Management, to align... 
    Full time
    Temporary work
    Work at office
    Flexible hours

    Janie and Jack

    San Francisco, CA
    2 days ago
  • $175k - $185k

     ...responsible for the organization’s overall financial management and the continued...  ...Participates in organizational strategic planning with the Executive Team, staff, and Board...  ...needs. Leads financial planning and analysis, including forecasting, scenario modeling... 
    Full time
    Contract work
    Temporary work
    For subcontractor
    Summer work
    Work at office
    Flexible hours

    Mission Action LLC

    San Francisco, CA
    3 days ago
  • $180k - $215k

     ...a key business partner to leadership while building the financial infrastructure, planning processes, and operational rigor needed to support a rapidly...  ...SaaS business. You will lead financial planning and analysis, improve company-wide visibility into business... 
    Remote work

    Barti

    San Francisco, CA
    3 days ago
  •  ...Early Warning, we've powered and protected the U.S. financial system for over thirty years with cutting-edge solutions...  ...will provide strategic financial leadership across planning, profitability, and investment analysis to support enterprise decision-making. This role... 
    Work at office
    Visa sponsorship
    Work visa

    Early Warning Services

    San Francisco, CA
    4 days ago
  • $180k - $220k

     ...is looking for a strategic Director of FP&A for a fintech company in San Francisco. This hybrid role involves leading financial planning and analysis, owning the financial planning process, and delivering insightful budget analyses. Candidates must have at least 12 years... 

    Dave Steineke Executive Search

    San Francisco, CA
    3 days ago
  •  ...A financial technology company is seeking a strategic financial leader in San Francisco to drive budgeting, forecasting, and investment analysis. Ideal candidates will have over 10 years of experience in financial planning and analysis, with strong expertise in profitability... 

    Early Warning Services

    San Francisco, CA
    3 days ago
  •  ...looking for a Strategic Finance Specialist (Korean Bilingual) to support the Business Planning team in San Francisco, CA. This role is dedicated to enhancing financial planning and analysis to aid decision-making and profitability across the portfolio. The ideal candidate... 

    Qcells

    San Francisco, CA
    2 days ago
  • $115k - $135.3k

    Sequoia Living is hiring a Manager of FP&A in San Francisco, CA. The role involves managing financial planning, developing budgets, forecasts, and conducting analyses to support strategic initiatives. Ideal candidates should have 5+ years in finance/accounting, strong... 

    Sequoia Living

    San Francisco, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Head of Financial Planning and Analysis. Be the first to apply!