FP&A Manager: Build Budgets & Capital Plans

Fortera; San Jose (CA); On-site; USD 140,000 - 175,000; Full time

Job summary

Fortera in Silicon Valley is seeking an FP&A Manager to build the financial planning and reporting foundation Fortera will rely on as it scales from a single plant to a portfolio of them. You'll own the annual operating budget process, build the forecasts leadership relies on, and bring that same discipline to the capital budgets behind the plants we finance and build.

This is a small team, so you won't be maintaining someone else's process.

Qualifications

• Bachelor's degree in finance, accounting, economics, or related quantitative field.
• 5+ years of experience in FP&A, corporate finance, accounting, or a related analytical role.
• Experience owning a budgeting or forecasting process across multiple departments or stakeholders.
• Advanced Excel and financial modeling ability. You can build a budget or forecast model from a blank sheet, and you can explain and defend every assumption in it.
• Strong analytical judgment. You know when a number looks wrong, and you chase it down before anyone asks.
• Comfort with ambiguity. We're a scaling company. You can take a loosely defined question, scope it yourself, know what questions to ask, and come back with a structured answer.
• Strong communication skills and the ability to work closely with both financial and non‑financial stakeholders.
• Able to communicate and work closely with technical teams, including R&D and engineering, and build a working understanding of the company's technology and production process.
• High level of ownership, attention to detail, and sound financial judgment.

Responsibilities

• Lead the annual operating budget process across departments.
• Build and maintain monthly and quarterly forecasts.
• Consolidate departmental inputs into a full company P&L, cash flow, and balance sheet outlook.
• Track actuals versus budget and forecast, and explain the key drivers behind variances.
• Work with department heads to understand business drivers and develop realistic financial assumptions.
• Develop and maintain detailed capital project budgets by project, phase, and cost category.
• Produce budget, forecast, and reporting packages required by lenders for capital projects.
• Prepare monthly reporting packages for leadership and support investor and lender reporting.
• Establish standardized templates and timelines for planning and improve processes and cadence.

Skills

Advanced Excel

Financial modeling

Analytical judgment

Ambiguity tolerance

Communication skills

Ownership

Cross-functional collaboration

Education

Bachelor's degree in finance, accounting, economics, or related quantitative field

Tools

SAP S/4HANA

Job description

Fortera in Silicon Valley is seeking an FP&A Manager to build the financial planning and reporting foundation Fortera will rely on as it scales from a single plant to a portfolio of them. You'll own the annual operating budget process, build the forecasts leadership relies on, and bring that same discipline to the capital budgets behind the plants we finance and build.

This is a small team, so you won't be maintaining someone else's process.