Director, Financial Planning & Analysis

Job Summary

We are seeking a Director, FP&A to build and lead a world-class Financial Planning and Analysis function. Reporting to the CFO, this leader will own the financial plan, forecasting, and operating metrics that guide decisions across the business. They will partner closely with functional leaders to turn financial and operational data into clear insights, strengthen accountability, and help drive strategic decisions.

This is a pivotal role at a defining stage for the company. The Director, FP&A will develop the processes, systems, and team needed to operate at the highest standards, including more forecasting and operational cadence, board and investor materials, and support to fundraising. The ideal candidate combines strategic judgment with hands-on execution, communicates complex issues simply, and has helped a high-growth company scale through the different phases of growth.

Responsibilities

• Lead the company’s annual budgeting, quarterly forecasting, monthly financial performance reviews, and long-range financial planning.
• Establish clear planning timelines and assumptions, define decision-making authority, and hold participating teams accountable for their planning inputs and deliverables.
• Build a planning process that connects financial targets to operating plans, headcount, capital spending, and cash needs. Partner with functional leaders to make forecasts actionable and identify tradeoffs early.
• Deliver timely, decision-ready reporting for the executive team and board, including results versus plan, KPI trends, forecast changes, risks, and recommended actions.
• Develop and maintain an integrated financial model that supports scenario planning, capital allocation, liquidity management, and strategic decisions.
• Lead financial analyses and projections supporting fundraising and ongoing investor communications, including diligence, use of proceeds, and responses to questions about performance and growth.
• Strengthen forecast accuracy, financial controls within FP&A, documentation, systems, and the speed and consistency of management reporting.
• Define a consistent set of financial and operating metrics, with clear ownership and reliable data, so leaders and investors can understand the drivers of performance.
• Build and lead a strong FP&A team, developing its capabilities in business partnership, financial modeling, communication, and execution as the company scales.
• Other duties as assigned.

Qualifications

• Deep experience leading FP&A in a growing company, including ownership of budgeting, forecasting, management reporting, and long-range planning.
• Experience developing integrated financial models, including integrated financial statements, cash forecasts, and scenario analyses.
• Experience supporting fundraising, investor diligence, and board presentations.
• Experience improving financial systems, data quality, and reporting processes as an organization scales.
• Demonstrated experience hiring, developing, and leading a high-performing FP&A team.
• Experience in a capital-intensive or project-based business is preferred.
• Experience partnering with engineering, manufacturing, or project delivery teams to incorporate technical milestones, spending commitments, and schedule changes into financial forecasts is desirable.
• Relevant professional credential, such as Certified Management Accountant (CMA), Certified Corporate Financial Planning & Analysis Professional (FPAC), Chartered Financial Analyst (CFA), or Certified Public Accountant (CPA) is desirable but not required.

Knowledge, Skills & Abilities

• Knowledge of financial planning, financial statement relationships, cash flow forecasting, and financial and operating performance measures.
• Skill in financial modeling and analysis, including evaluating assumptions, testing scenarios, and translating results into clear recommendations.
• Ability to build a disciplined planning cadence from the ground up and gain commitment from leaders across the business.
• Sound judgment about which metrics matter, what drives them, and how to turn financial analysis into clear recommendations.
• Strong business partnership skills, with the ability to challenge assumptions constructively and hold teams accountable to plans.
• Excellent communication skills, including the ability to explain complex financial results to executives, directors, and investors.
• Ability to prioritize competing demands and establish structure and rigor as business needs change.

Physical Demands

• Remaining in a stationary position, often standing or sitting, for prolonged periods.
• Moving about to accomplish tasks or moving from one worksite to another.
• Communicating with others to exchange information.

Environmental Conditions

• General office environment
• Assessing the accuracy, neatness and thoroughness of the work assigned
• High-concentration, demanding and fast-paced

Safety and PPE

• Reading and interpreting hazardous warning signs
• Reporting issues with equipment or unsafe conditions
• Wearing proper PPE, to include face mask, face shields, gloves, safety footwear, or other PPE as required

Travel

• Some travel may be required, up to 5%

Certification

• Relevant professional credential, such as Certified Management Accountant (CMA), Certified Corporate Financial Planning & Analysis Professional (FPAC), Chartered Financial Analyst (CFA), or Certified Public Accountant (CPA) is desirable but not required.

Additional Requirements

• Occasionally requires working weekends
• Occasionally requires schedule flexibility
• Occasionally required non-standard work-week hours
• Occasionally requires extended hours to support launch and critical project timelines

The salary range for this position is $209,400 to $261,700 for employees working onsite at our Alameda, CA headquarters. The range provided in this job posting represents the typical range or starting rate of candidates hired in California. Factors that may be used to determine your actual salary may include your education, experience, knowledge, skills, abilities, the market data for your work location, and a comparison to other employees already in the role.

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