Director, Strategic Planning
Sutter Health
Financial Planning & Analysis Lead – Director Level
Bitwise Asset Management
full-time
Posted on:
Location Type: Hybrid
Location: San Francisco • California • 🇺🇸 United States
Visit company websiteSalary
💰 $200,000 - $275,000 per year
Job Level
Senior
Tech Stack
SQLTableau
About the role
- Lead the annual budgeting, quarterly forecasting, long-range planning, and rolling outlook processes in coordination with stakeholders across the business.
- Support, enhance, and deliver monthly reporting packages, including flashes, board reporting, and KPI dashboards.
- Conduct variance analysis and performance tracking against budget and forecast, highlighting key drivers of results.
- Identify opportunities to streamline and improve FP&A processes, reporting workflows, and tools.
- Own or contribute to the implementation and optimization of financial systems and tools (e.g., NetSuite, Excel-based models, AI, BI tools).
- Build and maintain dynamic financial models to evaluate new product launches, strategic initiatives, and operational scenarios.
- Provide insights and recommendations on resource allocation, profitability, and long-term value creation.
- Present findings and recommendations in a clear, data-driven way to senior leadership, board members, and investors.
- Collaborate with cross-functional teams (e.g., Sales, Marketing, Product, Operations, HR, and Accounting) to support business planning and performance tracking.
- Serve as a trusted advisor by providing financial expertise, guidance, and actionable insights that align financial goals with business objectives.
- Develop strong relationships with business leaders to ensure accountability and informed decision-making.
Requirements
- 7–10 years of experience in FP&A, investment banking, strategic finance, or a similarly analytical role.
- Background in asset management, broker-dealer, or financial services required.
- Excellent grasp of financial statements and accounting principles, with the ability to connect operational drivers to financial outcomes.
- Exceptional financial modeling and Excel skills, with the ability to build clean, dynamic models from scratch.
- Proficient in financial systems such as NetSuite (preferred), and BI tools like Tableau or Mode, or Power BI; SQL a plus.
- Experience running budgeting, forecasting, planning, and monthly close/reporting cycles.
- Bachelor's degree in accounting, business, finance or other related major, strongly preferred.
- Creative and analytical thinker who can break down complex business problems and structure solutions through models.
- Strong communicator who can distill data into insights and explain financial concepts clearly to cross-functional teams.
- Highly detail-oriented, organized, and accountable, with a strong sense of ownership and follow-through.
- Comfortable working in a fast-paced, evolving environment and willing to roll up their sleeves to get things done.
Benefits
- Compensation: $200,000-$275,000 salary
- Equity compensation as a component of all offers
- Health insurance, including dental and vision plans
- Health, Dependent Care, and Commuter Flexible Spending Accounts
- Paid Parental Leave
- Life insurance; short- and long-term disability plans
- Company funded 401(k) plan, no matching required
- Unlimited PTO
- 10 paid company-wide holidays
- Office spaces in San Francisco and New York
- Meals and snacks provided in the office
- Paid company cell phone
- Bitwise “Buddy” program (30-day new-hire success program)
- Annual birthday and anniversary gifts
- Company-wide events including the annual holiday party
- Internal Women of Bitwise group with fun events
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial modelingvariance analysisbudgetingforecastingperformance trackingresource allocationprofitability analysisdata analysisaccounting principlesfinancial statements
Soft skills
strong communicatoranalytical thinkerdetail-orientedorganizedaccountablecreative problem solverrelationship buildingcross-functional collaborationinsight presentationownership
Certifications
Bachelor's degree in accountingBachelor's degree in businessBachelor's degree in finance
