Director of Financial Planning and Analysis (FP&A)

Providence Medical Technology, Inc.; Pleasanton (CA); Hybrid; USD 130,000 - 160,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k)

Stock options

Job summary

A medical technology company is seeking a Director of Financial Planning and Analysis (FP&A) in Pleasanton, CA. The ideal candidate will drive planning, budgeting, forecasting, and financial analysis while partnering with executive leadership. This role requires strategic thinking, deep analytical skills, and at least 8 years of experience, including 5 years in management roles. The position offers hybrid work options along with benefits such as medical and dental insurance, a 401(k), and stock options.

Qualifications

• Bachelor’s degree in relevant field; MBA or CPA preferred.
• 8+ years of FP&A experience; 5+ years in leadership roles.
• Experience in MedTech industry is a plus.

Responsibilities

• Lead annual budgeting and long-range financial planning.
• Develop complex financial models for strategic initiatives.
• Oversee preparation of financial performance reports.
• Act as a strategic finance partner to departmental heads.
• Manage and develop the FP&A team.

Skills

Strategic Thinking

Advanced Financial Modeling

Excellent Communication Skills

Leadership

Attention to Detail

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

MBA or CPA

Tools

Google Suite

Microsoft Excel

NetSuite

Salesforce (SFDC)

PowerBI

Anaplan

Hyperion

Job description

Director of Financial Planning and
Analysis (FP&A)

Benefits include: Medical, Dental, and Vision Insurance, 401(k), and stock options.

NOTE: You must have 8+ years of progressive experience in FP&A, with at least 5 years in a leadership or management role. to be considered for this position (Experience in the MedTech industry is a plus).

Providence Medical Technology, Inc. is a privately-held medical device company focused on innovation solutions for cervical spine conditions. The company has pioneered a proprietary approach to posterior cervical fusion and has developed surgical instrumentation and implants that offer unique benefits to the $2 billion worldwide cervical spine market.

Our purpose is to improve clinical outcomes for high-risk patients and prevent surgical failures of the cervical spine.

LOCATION

This is a hybrid role located in Pleasanton, CA.

SUMMARY

The Director of FP&A will be a key leader in the Finance organization, responsible for driving the company’s planning, budgeting, forecasting, and financial analysis processes. This role requires a strategic thinker with deep analytical skills and the ability to partner with executive leadership across all departments. The Director of FP&A will report to the CFO and manage financial analysts, process, and systems.

MAIN RESPONSIBILITIES:

• Strategic Planning and Financial Modeling
  • Lead the annual budgeting process and long-range financial planning.
  • Develop and maintain complex financial models to support strategic initiatives, investment decisions, and capital allocation.
  • Present financial forecasts and results to the Executive team and Board of Directors.
• Performance Management and Reporting
  • Oversee the preparation of monthly, quarterly, and annual financial performance reports, including variance analysis against budget and prior periods.
  • Drive continuous improvement in financial reporting and analysis processes.
  • Establish and track key performance indicators (KPIs) to measure business health and operational efficiency.
• Business Partnership
  • Act as a strategic finance partner to departmental heads (e.g., Sales, Marketing, Operations) to provide financial insights and decision support.
  • Evaluate new business proposals, product launches, and strategic investments from a financial perspective.
  • Ensure alignment between financial targets and operational plans.
• Leadership and Team Development
  • Manage, mentor, and develop the FP&A process/team, fostering a culture of high performance, accuracy, and professional growth.
  • Recruit and onboard new talent as needed.
  • Coordinate with the Accounting team to ensure accurate financial closing and reporting.

QUALIFICATIONS:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; an MBA or CPA is preferred.
• Minimum of 8 years of progressive experience in FP&A, with at least 5 years in a leadership or management role.
• Experience in the MedTech industry is a plus.

REQUIRED SKILLS AND ABILITIES:

• Strategic Thinking - Ability to translate complex financial data into strategic business recommendations.
• Technical Proficiency - Advanced financial modeling, Google suite and Microsoft Excel skills; proficiency with ERP and analysis systems (e.g. NetSuite, SFDC, PowerBI) is required; proficiency with an FP&A system (e.g., Anaplan, Hyperion) is an added benefit.
• Communication - Excellent verbal and written communication skills, with the ability to present complex data clearly to non-finance audiences.
• Leadership - Proven ability to lead, motivate, and develop a high-performing team.
• Attention to detail - Exceptional accuracy and focus on data integrity.

Our Mission is to establish Circumferential Cervical Fusion (CCF) as the standard of care for high-risk patients.