Financial Planning and Analysis (FP&A) - Associate Director

Riveron; San Jose (CA); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Medical, dental & vision insurance

401(k) with company match

PTO

Job summary

Riveron is seeking a Senior FP&A Consultant to help public and private organizations optimize profitability, cash flow and working capital in a dynamic business environment.

You will lead end-to-end FP&A projects, including forecasting, budgeting, reporting, and 3-statement modeling, and collaborate with clients to implement planning technologies and data visualization. Travel to client locations as required.

Qualifications

• Bachelor’s in business or related field (Master’s preferred).
• Minimum of 7+ years of relevant experience, preferably a mix of consulting/investment banking roles and corporate or business unit FP&A roles
• Mastery of financial modeling, specifically creating integrated, driver-based 3 statement models and 13-week cash forecast models
• Experience with planning technologies: Adaptive Planning, Anaplan, NetSuite Planning & Budgeting, OneStream, Oracle FCCS, SAP BPC, or similar; Data Visualization & Analysis (Tableau, PowerBI, Alteryx)
• Mastery of Microsoft Office, advanced Excel and PowerPoint
• Advanced knowledge of accounting and finance, relationships between financial statements
• Passion for developing and maintaining client relationships; strong storytelling from data
• Ability to thrive in a dynamic environment; travel as required

Responsibilities

• Execute project plans and deliver FP&A solutions across planning and reporting domains.
• Provide end-to-end performance visibility with KPI selection, data integration, and dashboards.
• Assist clients with forecasting, budgeting, planning technologies, and long-range models.
• Support clients in interim FP&A leadership roles.
• Deliver decision-support analyses: ROI, 13-week cash flow, pricing, profitability, and org design.

Skills

Financial modeling

3-statement models

Forecasting

Data visualization

Tableau

Power BI

Anaplan

Excel advanced

PowerPoint

Client relationships

Education

Bachelor’s in business

Master’s preferred

Tools

Adaptive Planning

Anaplan

NetSuite Planning & Budgeting

OneStream

Oracle FCCS

SAP BPC

Tableau

Power BI

Alteryx

Job description

Today’s environment requires businesses to rapidly address dynamic conditions to optimize earnings and cash. Riveron helps public and private organizations improve business performance, align the enterprise operating model for growth, and achieve strategic objectives.

Riveron brings functional leadership, subject matter expertise, and proprietary tools to align business performance with growth and strategic objectives. We target your core operational and financial performance drivers to improve profitability, increase spend effectiveness, and improve overall working capital.

Our Performance Improvement services include Finance Transformation, Financial Planning & Analysis, Integration & Carve Out Services, Shared Services Optimization, Operations & Supply Chain, Program & Change Management, and Profit Enhancement.

Who You Are:

• Bachelor’s in business or related field of study (Master’s is preferred)
• Minimum of 7+ years of relevant experience, preferably a mix of consulting/investment banking roles and corporate or business unit FP&A roles
• Mastery of financial modeling, specifically creating integrated, driver-based 3 statement models and 13-week cash forecast models
• Experience within one or more of the following technologies: Corporate Performance Improvement (Adaptive Planning, Anaplan, NetSuite Planning & Budgeting, OneStream, Oracle FCCS, SAP BPC, or similar), Data Visualization & Analysis (Tableau, PowerBI, Alteryx)
• Mastery of Microsoft Office Products, advanced Excel and PowerPoint skills
• Advanced knowledge of accounting and finance, specifically the relationships between financial statements
• You have a passion for developing and maintaining client relationships
• You get the job done and have fun doing it
• You communicate skillfully with a variety of audiences and can create compelling stories from data
• You thrive in an ever-changing, dynamic work environment
• You readily identify problems and instinctively look for solutions
• You enjoy participating in internal and external company initiatives such as community service, training, recruiting, and firm events
• You have the ability and desire to travel as required based on client location
• You are willing and able to travel as needed to meet client and business needs, as travel is an expected part of this role.

What You'll Do:

• Execute project plans and deliver solutions across the following FP&A domains:
• Performance visibility – deliver end-to-end reporting solution for clients, inclusive of KPI/metric selection, back-end data solution, and visualization dashboards
• Financial planning – assist clients with developing forecasting and budgeting processes, implementing planning technologies, and developing long-range models
• Interim FP&A – support clients in an interim FP&A leadership capacity
• Decision support – provide clients with point-specific FP&A solutions, such as 13-week cash flow models, ROI models, pricing analysis, revenue and profitability analysis, and organizational design

Applications for this evergreen opportunity will be accepted through Dec 31, 2026.

About Riveron:

At Riveron, we partner with clients—from global multinationals to high-growth private entities—to solve complex finance challenges, guided by our DELTA values: Drive, Excellence, Leadership, Teamwork, and Accountability. Our entrepreneurial culture thrives on collaboration, diverse perspectives, and delivering exceptional outcomes. We are committed to fostering growth, both for our clients and our people, through mentorship, integrity, and a client-centric approach. This inclusive environment offers flexibility, progressive benefits, and meaningful opportunities for impactful work that supports well-being in and out of the office.

Riveron Consulting is an Equal Opportunity Employer and believes that we are stronger together through our diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

• Full time roles are eligible for a full range of benefits including medical, dental, and vision insurance, 401(k) with company match, and PTO.
• A complete description of all available benefits can be found at Riveron's Benefits page at https://riveron.com/riveron-life/.

Contract roles are not eligible for benefits.

Fraud Alert

Please beware of fraudulent schemes or impersonations when going through the job application process. A Riveron employee will never recruit via text or extend unsolicited employment offers. Additionally, a Riveron employee will never ask you to exchange money or purchase anything as part of the recruiting process.

Artificial intelligence (AI) tools are used to support the hiring process in screening, assessing, and/or selecting applicants for this position. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.