Financial Planning and Analysis Manager

CV Resources; San Jose (CA); On-site; USD 180,000 - 260,000; Full time

Job summary

CV Resources, Inc. partners with a publicly traded, high-growth manufacturing company in San Jose to search for a hands-on FP&A leader.

You will own operating expense forecasting, lead the AOP, and build the three-statement model, serving as a key financial partner to the CFO and executive leadership. Expect an international FP&A team and close collaboration with investor relations.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field with 5+ years FP&A experience.
• Public company exposure including SEC reporting cadence and investor communications.
• Experience leading FP&A teams, including international or remote members.
• Advanced three-statement modeling skills and strong linkages across statements.
• Experience owning an AOP or equivalent budget process.
• Working knowledge of US GAAP and SOX controls.
• Advanced Excel and PowerPoint; able to build executive/board materials.
• Strong written and verbal communication for C-suite and board audiences.
• Analytical, organized, detail-oriented with problem-solving skills.
• Experience supporting growth in global semiconductor/tech hardware industries.
• Prior Investor Relations support or earnings-prep experience.
• Familiarity with Dynamics 365 BC and Paycom.
• Demonstrated use of AI tools to automate FP&A workflows.

Responsibilities

• Own the company-wide operating expense forecast with monthly reforecasts and variance analysis.
• Lead the Annual Operating Plan process, consolidating inputs for CFO/executive review.
• Build and maintain the three-statement financial model ensuring data integrity.
• Develop an international FP&A team and set deliverable priorities.
• Partner with budget owners to refine forecasts and drive accountability on spend.
• Support Investor Relations and earnings call preparation with materials and talking points.
• Create board-ready presentations and executive workbooks for reviews.
• Review GL entries to ensure proper cost center coding and close outputs.
• Maintain SOX controls and coordinate with auditors.
• Drive data interoperability across ERP systems to reduce manual reconciliation.
• Identify AI-driven automation opportunities across FP&A workflows.
• Translate financial data into clear, decision-ready narratives for the CFO.

Skills

Three-statement modeling

AOP ownership

FP&A leadership

Executive communication

US GAAP & SOX

Investor relations support

AI in FP&A

ERP data integration

Cross-functional partnership

Financial forecasting

Global operations experience

Semiconductor/tech industry experience

Education

Bachelor's degree in Finance/Accounting/Economics

Master's degree or MBA

CPA/CFA or equivalent certification

Tools

Excel

PowerPoint

Microsoft Dynamics 365 Business Central

Paycom

Job description

CV Resources is partnering with a publicly traded high-growth manufacturing company in San Jose in search for a hands-on an FP&A leader to join their team and build and own the entire FP&A function from the ground up, reporting directly to the CFO.

The role will lead operating expense forecasting, drive the Annual Operating Plan (AOP), and serve as a key financial partner for executive leadership. Reporting directly to the CFO, this role owns the company's operating expense forecast, three-statement model, and executive-level financial reporting, while being supported by an international FP&A team.

Key Responsibilities

• Own the company-wide operating expense forecast, including monthly reforecasts, variance analysis, and long-range planning.
• Lead the Annual Operating Plan (AOP) process, driving project-based expense planning across departments and consolidating inputs into a cohesive plan for CFO and executive review.
• Build and maintain the three-statement financial model (Balance Sheet, Income Statement, Cash Flow), ensuring integrity across actuals, forecast, and scenario analysis.
• Develop an international FP&A team, setting priorities and reviewing deliverables.
• Partner directly with operating expense budget owners to refine forecasts, pressure-test assumptions, and drive accountability on spend.
• Support Investor Relations and earnings call preparation, including drafting supporting workbooks, refining messaging language, and preparing financial talking points for the CFO and executive team.
• Create board-ready and executive-ready presentations and workbooks for Board of Directors meetings, executive staff reviews, and monthly business reviews.
• Review general ledger entries and provide feedback to the accounting team to ensure accurate cost center coding, accruals, and close outputs.
• Own and maintain several SOX controls within the FP&A scope, including documentation, execution, and coordination with internal and external auditors.
• Drive data interoperability across ERP systems, reducing manual reconciliation and improving forecast accuracy.
• Identify and implement AI-driven automation opportunities across FP&A workflows, including forecasting, reporting, variance commentary, and data consolidation.
• Serve as a trusted finance partner to the CFO and executive team, translating financial data into clear, decision-ready narratives.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field and 5+ years of progressive FP&A experience, including operating expense ownership and three-statement modeling. Master's degree or MBA may substitute for one year of experience.
• Prior experience in a public company environment, including exposure to SEC reporting cadence, earnings cycles, and investor-facing communication.
• Demonstrated experience leading or managing an FP&A team, including remote or international team members.
• Advanced three-statement modeling skills (Balance Sheet, Income Statement, Cash Flow) with strong understanding of the linkages between financial statements.
• Experience owning an Annual Operating Plan (AOP) or equivalent budget process, including project-based expense planning.
• Working knowledge of US GAAP and SOX control environments.
• Advanced proficiency in Microsoft Excel and PowerPoint; experience building executive-and board-level materials.
• Excellent written and verbal communication skills, including comfort presenting to and drafting materials for C-suite and board audiences.
• Strong analytical, organizational, and problem-solving skills with high attention to detail.
• Experience supporting rapidly growing global organizations.
• Experience in the semiconductor, technology, or hardware manufacturing industry.
• Experience supporting Investor Relations, earnings preparation, or drafting language for external financial communications.
• Familiarity with Microsoft Dynamics 365 Business Central and Paycom.
• Demonstrated application of AI tools (e.g., Copilot, ChatGPT, or FP&A-specific AI platforms) to automate finance workflows.
• CPA, CFA, or equivalent professional designation.