Head of Finance - Planning and Analysis

Fully remote, but approximately once/month in office in San Jose, Santa Rosa, Phoenix, or Northwest Washington, DC

We are looking for a seasoned finance professional to serve as a key advisor to business leaders in a billion-dollar revenue, vertically-integrated technology manufacturing environment. This individual will play a critical role in shaping financial strategy, supporting revenue growth initiatives, and ensuring sound financial decision-making across the organization.

The successful candidate will combine strong analytical capabilities with commercial acumen, helping leadership evaluate opportunities, improve profitability, and manage financial risk. This role requires expertise in forecasting, financial planning, pricing strategy, and cost/benefit analysis.

Business & Financial Strategy

Partner closely with sales, operations, and program leadership to align financial objectives with business priorities.

Provide financial guidance on revenue-generating initiatives, product offerings, and investment decisions.

Evaluate business opportunities and recommend strategies that enhance long-term profitability.

Proposal Development & Contract Support

Develop financial analyses and pricing structures for government and commercial opportunities.

Support proposal preparation and contract negotiations by assessing financial risks, cost assumptions, and expected returns.

Recommend approaches that balance competitiveness with financial performance objectives.

Lead annual operating plans, multi-year financial projections, and recurring forecast cycles.

Monitor business performance against targets and identify emerging trends, risks, and opportunities.

Create and maintain financial models that support scenario planning, investment analysis, and business reviews.

Develop reporting tools and performance dashboards that provide visibility into key financial metrics.

Translate complex financial information into actionable recommendations for senior leadership.

Performance Management

Analyze margins, cost structures, and business performance to identify improvement opportunities.

Establish meaningful performance indicators and monitor results against strategic objectives.

Provide guidance and oversight to finance staff while promoting a culture of accountability and continuous improvement.

Build strong relationships across departments and serve as a trusted financial resource to stakeholders at all levels.

Regulatory Compliance

Ensure financial practices comply with applicable government contracting requirements and accounting standards.

Support audits, reviews, and reporting obligations associated with federal and state contracts.

Maintain knowledge of relevant government procurement regulations and cost accounting requirements.

The ideal candidate possesses extensive experience in financial planning, commercial finance, and business analysis within a dynamic, technology-oriented environment. Success in this role requires the ability to interpret large volumes of data, identify meaningful business insights, and communicate findings clearly to executive audiences.

Strong relationship‑building, communication, and organizational skills are essential, as the position regularly interacts with leadership teams and cross‑functional partners throughout the organization.

Bachelor's degree in Finance, Accounting, Business Administration, or a related discipline.

Ten or more years of progressive experience in finance, FP&A, or commercial finance.

Professional certifications such as CPA, CMA, MBA, or equivalent credentials are advantageous.

Demonstrated expertise in financial analysis, budgeting, forecasting, and business performance measurement.

Advanced Microsoft Excel capabilities, including sophisticated financial modeling.

Experience with enterprise planning and reporting systems, ERP platforms, and business intelligence tools.

Familiarity with solutions such as Oracle, SAP, Hyperion, Essbase, or comparable applications is preferred.

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