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.

Functions

  • Finance
Vacancy posted 16 hours ago
Similar jobs that could be interesting for youBased on the Head of Financial Planning and Analysis in San Francisco, CA vacancy
  • $130k - $150k

     ...includes recent acquisitions of Stessa (financial and asset management software), RentPrep...  ...implementing financial concepts for financial planning and control. You will be instrumental in...  ...decisions through rigorous financial analysis, forecasting, and budgeting. Your... 
    Suggested
    Temporary work
    Work experience placement
    Work at office
    Local area
    Home office
    Visa sponsorship

    Clutch Canada

    San Francisco, CA
    2 days ago
  •  ...This individual will play a critical role in shaping financial strategy, supporting revenue growth initiatives,...  ...role requires expertise in forecasting, financial planning, pricing strategy, and cost/benefit analysis. Primary Responsibilities Business & Financial Strategy... 
    Suggested
    Contract work
    Work at office
    Remote work

    Mason & Blair LLC

    San Francisco, CA
    16 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 monthly, quarterly...  ...and work with department heads to ensure compliance with... 
    Suggested
    Full time
    Contract work
    Local area

    Community Youth Center of San Francisco

    San Francisco, CA
    3 days ago
  • $95k - $105k

     ...operations, helping ensure that RAN has the financial insight, systems, and resources needed...  ...priorities. From supporting annual planning and forecasting efforts to monitoring program...  ...Financial Planning, Budgeting, and Analysis Support organizational budgeting, forecasting... 
    Suggested
    Full time
    Remote work
    Flexible hours

    Rainforest Action Network

    San Francisco, CA
    5 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... 
    Suggested
    Remote work

    Goodfire

    San Francisco, CA
    3 days ago
  • $133.4k - $163.1k

     ...aspects of the annual budgeting process, building and running models, and showcasing your superior Excel skills, the Manager, Financial Planning & Analysis plays a crucial role in developing the annual budget and long‑range plans, driving reporting with our collaboration... 
    Flexible hours
    2 days per week
    3 days per week

    Cornerstone Research US

    San Francisco, CA
    3 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... 
    Work at office
    Remote work
    Flexible hours

    Antler

    San Francisco, CA
    3 days ago
  • $1,000 - $2,030 per month

     ...as the primary finance partner to Otter, owning forecasting, planning, and performance management. Work closely with business leaders...  ...budgeting and long‑range planning, build and own best‑in‑class financial models, and evaluate critical initiatives across revenue,... 
    Full time
    Temporary work
    Work at office
    Flexible hours

    Jobr

    San Francisco, CA
    15 hours ago
  • $112.1k - $225.5k

     ...finance and FP&A consulting engagements, supporting clients with financial planning, forecasting, valuation, and transaction‑related analyses....  ..., and capital structure initiatives through deal analysis and financial modelling. Prepares client‑ready analyses, presentations... 
    Work experience placement
    Internship
    Local area

    RSM US LLP

    San Francisco, CA
    4 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

    GrabJobs

    San Francisco, CA
    2 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
    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 through...  ...: Own financial planning, forecasting, and performance analysis for a portfolio of new and growth products. Business Partnership... 
    Work at office
    Local area
    Remote work
    Relocation
    Flexible hours
    3 days per week

    Checkr

    San Francisco, CA
    3 days ago
  • Cornerstone Research UK Ltd. is seeking a Manager for Financial Planning and Analysis in San Francisco. You will play a crucial role in developing the annual budget, enhancing financial reporting systems, and implementing process improvements within FP&A. The ideal candidate... 

    Cornerstone Research UK Ltd.

    San Francisco, CA
    4 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 10... 

    Rakuten Kobo Inc.

    San Francisco, CA
    1 day ago
  • Qcells is looking for an experienced Financial Planning & Analysis Manager to oversee financial planning and risk analysis for the solar financing team. This dynamic role has significant visibility and impact within the team, requiring strong analytical skills and a detail... 

    Qcells

    San Francisco, CA
    1 day ago
  • $301.54k - $393.69k

     ...phase of our evolution. Reporting to the CEO & Co-founder, this person will work on all facets of financial management, including cash management, financial planning & analysis, budgeting, and strategic planning. In this role, you’ll work closely with the CEO and the... 
    Work at office
    Remote work

    Elevate Ventures

    San Francisco, CA
    8 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...  ...liquidity 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
  •  ...our Strategic Finance and FP&A team within our Deal Consulting Services practice. We advise clients on strategic planning, financial planning and analysis (FP&A), budgeting, and capital structure optimization throughout various stages of a company's life cycle via in-depth... 
    Work experience placement

    RSM

    San Francisco, CA
    3 days ago
  • $181.9k - $397.7k

     ...currently seeking a Managing Director to join our Strategic Finance and FP&A team. We advise clients on strategic planning, financial planning and analysis (FP&A), budgeting, and capital structure optimization throughout various stages of a company’s life cycle via in-depth... 
    Work experience placement
    Internship
    Local area

    Jobleads-US

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

     ...platform in San Francisco is seeking a Corporate Finance leader to build and manage financial infrastructure. You will oversee financial reporting, cash flow modeling, and strategic planning. The ideal candidate has over 8 years of experience in finance at high-growth... 

    Zip

    San Francisco, CA
    1 day ago
  • Blacksmith Software Inc. in San Francisco is looking for a strategic finance expert to own financial planning and forecasting while collaborating closely with the founders. The role involves making key decisions on capital allocation and growth strategies. With 7+ years... 

    Blacksmith Software Inc.

    San Francisco, CA
    3 days ago
  • You'll be the founding commercial leader at Levenza. Levenza is an AI-native startup building administrative agents for the enterprise. Our customers include most of the world's top consulting and PE firms, as well as Fortune 500s. We've achieved profitability and are growing...
    Contract work

    Levenzamuebles

    San Francisco, CA
    1 day ago
  • $300k - $350k

     ...Are you a Head of Finance & Accounting looking to build an IPO-ready finance function at a scaling AI start...  .... Taking responsibility for the development of financial modelling, strategic planning and insightful analysis, the Head of Finance & Accounting will be key in driving... 
    Immediate start
    Remote work

    Harmonic Executive

    San Francisco, CA
    2 days ago
  • $143k - $197k

    Okta is seeking an experienced Finance Manager in San Francisco to drive financial planning and analysis. This role involves partnering with senior leadership, owning budgeting, and improving processes to facilitate company growth. The ideal candidate has 5+ years in FP... 

    Okta

    San Francisco, CA
    3 days ago
  •  ...is seeking a VP of Finance based in San Francisco to lead financial strategy and operations. This is a critical role as the first...  ...in high-growth startups, and will own all financial planning and analysis processes. Key responsibilities include building the finance... 

    Exa

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

     ...experienced and strategic Senior Director, FP&A to lead our financial planning and analysis functions. Reporting to the CFO of Rakuten Rewards, this...  ...executive leadership, marketing, sales, and other departmental heads to drive financial performance and optimize resource... 
    Contract work

    Rakuten Kobo Inc.

    San Francisco, CA
    1 day ago
  • $225k - $265k

     ...Relyance AI’s VP of Finance , you will lead all accounting and financial planning and analysis functions, driving strategic financial decisions, and...  ...and recommendations to the executive team and department heads to support business decision‑making, resource allocation,... 

    Itlearn360

    San Francisco, CA
    1 day ago
  • Description EnFin seeks an experienced and energetic Financial Planning & Analysis Manager to lead financial planning and risk analysis functions for the company’s solar financing team. This is a high‑visibility, high‑impact position on a fast‑growing team with an opportunity... 
    Work experience placement
    Work at office

    Qcells

    San Francisco, CA
    3 days ago
  • Qcells North America is seeking an experienced Financial Planning & Analysis Manager based in San Francisco, CA. This role encompasses leading financial planning and risk analysis for the solar financing team, contributing to overall strategy and success. The ideal candidate... 

    Qcells North America

    San Francisco, CA
    2 days ago
  • $175k - $200k

     ...driving informed decision‑making, developing corporate strategy, financial planning, and helping improve financial and operational performance...  ...the executive leadership, including monthly reporting and analysis delivered directly to the CEO, COO, and CFO. What We’re... 
    Temporary work
    Work at office

    HomeLight

    San Francisco, CA
    3 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!