Wheel

Director, Financial Planning – Analysis

Wheel

full-time

Posted on:

Location Type: Remote

Location: Remote • California, Colorado, Illinois, Massachusetts, New York, Texas, Washington • 🇺🇸 United States

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Salary

💰 $182,000 - $240,000 per year

Job Level

Lead

About the role

  • Lead the Company’s annual and long-term financial planning processes.
  • Publish monthly and quarterly financial reporting to executive leadership as well as internal stakeholders.
  • Help drive data-driven decision making across the organization.
  • Own the operating plan, which includes long-term planning, annual planning, quarterly forecasting, and monthly management reporting of financial performance.
  • Partner with Accounting for internal reporting, as well as to ensure accuracy in the Company’s quarterly rolling forecasts.
  • Partner closely with the Commercial and Sales organization on frameworks and best practices for pricing and booking new deals including Deal Desk.
  • Collaborate with Client Success and Operations on driving business process improvement in order to optimize the company cost structure.
  • Influence key decision makers in the Company to deliver on long-term growth and profitability.
  • Prepare presentations for company leadership, as well as the Board of Directors, that clearly articulate the financial position and outlook of the Company on a multi-year basis.
  • Collaborate with Accounting on month-end close.
  • Build solid relationships with cross-functional team members, fostering a collaborative and productive teamwork environment.
  • Streamline processes, optimize use of systems and technology, and ensure efficient resource utilization.

Requirements

  • 10+ years of FP&A experience, including 3-5+ years in leadership roles.
  • A strong collaborator.
  • A Subject Matter Expert.
  • A Leader.
  • A problem-solver.
  • A strong financial modeler.
  • An effective communicator.
  • A metrics guru.
  • A bachelor's degree in finance or accounting is required, advanced degrees welcomed, and certifications and credentials like CPA, CFA are nice to have.
Benefits
  • Medical, Dental and Vision
  • Ancillary: Life, Short and Long Term Disability
  • 401K match
  • Flexible PTO
  • Parental Leave
  • Stock options
  • Additional programs and perks

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial planningfinancial reportingdata-driven decision makingoperating planquarterly forecastingfinancial performance managementfinancial modelingbusiness process improvementmetrics analysis
Soft skills
collaborationleadershipproblem-solvingcommunicationrelationship buildinginfluenceteamwork
Certifications
CPACFA
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