Manager Financial Planning & Analysis

Mobia Medical, Inc.; Newport Beach (CA); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Medical, dental, and vision plans

FSA

401(k) with company match

Unlimited PTO

Approximately 18 paid company holidays

Job summary

Mobia Medical, Inc. is seeking a Manager of Financial Planning & Analysis in Newport Beach, CA to lead the annual operating plan, forecasts, and long-range planning, partnering with Commercial, Operations, R&D and Corporate functions.

The role blends strong financial modeling with business acumen, translating complex data into actionable insights for executives and the Board, supporting strategic initiatives and capital allocation.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 5+ years of FP&A, corporate finance, accounting, or related finance function.
• Experience with financial planning, forecasting, budgeting, and management reporting.
• Strong financial modeling, analytical, and forecasting skills.
• Experience partnering with business leaders to support financial and operational decision-making.
• Experience with FP&A platforms and ERP systems; NetSuite preferred.
• Advanced proficiency in Excel and PowerPoint.

Responsibilities

• Manage the annual operating plan, quarterly forecasts, and long-range planning process.
• Develop and maintain revenue, expense, cash flow, and headcount forecasts across the organization.
• Coordinate monthly forecast updates, analyze variances, and identify financial risks and opportunities.
• Partner with department leaders to develop budgets and forecasts aligned with strategic priorities and financial targets.
• Prepare monthly management and executive financial packages, KPI dashboards, and variance analyses.
• Support the Board of Directors and Audit Committee presentations with clear financial insights.
• Build financial models to support strategic initiatives and capital allocation decisions.
• Analyze revenue performance, gross margin, operating expenses, and profitability.

Skills

5+ years FP&A/finance exp

Financial modeling

Forecasting & budgeting

Executive/board reporting

Excel & PowerPoint

Cross-functional partnering

Attention to detail

Project management

Prioritize multiple tasks

Education

Bachelor's degree in Finance/Accounting/Economics

MBA/CPA or related advanced degree (preferred)

Tools

NetSuite

Hyperion

Adaptive Planning

Anaplan

Power BI

Tableau

Job description

Mobia Medical is a commercial-stage medtech company delivering breakthrough stroke recovery solutions. The company’s Vivistim® Paired VNS™ Therapy is the first and only FDA-approved implantable solution designed to improve function in chronic ischemic stroke survivors with moderate to severe upper limb impairments. Vivistim® Paired VNS™ Therapy combines targeted vagus nerve stimulation with functional movement to promote neuroplasticity and improve the brain’s ability to relearn motor skills. Mobia Medical is mobilizing patients, providers, and care partners to establish a better way forward in stroke care.

About the role

The Manager, Financial Planning & Analysis (FP&A) will play a key role in supporting Mobia Medical's continued growth as a public medical technology company. This position is responsible for financial planning, forecasting, budgeting, long-range planning, and business performance analysis, providing the insights and recommendations leaders need to make informed operational and strategic decisions.

Working closely with Finance leadership and cross-functional business leaders across Commercial, Operations, R&D, Clinical, Marketing, G&A, and Corporate functions, the Manager will serve as a trusted finance business partner. This role is ideal for someone who combines strong financial and analytical capabilities with business acumen and enjoys translating complex financial information into clear, actionable insights.

What you'll do

• Manage the annual operating plan, quarterly forecasts, and long-range planning process.
• Develop and maintain revenue, expense, cash flow, and headcount forecasts across the organization.
• Coordinate monthly forecast updates, analyze variances, and identify financial risks and opportunities.
• Partner with department leaders to develop budgets and forecasts aligned with strategic priorities and financial targets.

Business Partnership

• Serve as a finance business partner to functional areas across the organization, including Commercial, Operations, R&D, Clinical, Marketing, G&A, and Corporate functions.
• Provide financial analysis and guidance to support resource allocation, investment decisions, pricing initiatives, and strategic projects.
• Support new product launches, commercial initiatives, and business expansion through financial modeling and analysis.
• Build strong cross-functional relationships and help business partners understand the financial implications of operational decisions.

Executive & Board Reporting

• Prepare monthly management and executive financial packages, KPI dashboards, and variance analyses.
• Support the preparation of financial materials for Board of Directors and Audit Committee presentations.
• Provide clear and actionable analysis of business performance, financial results, and key trends.
• Respond to management requests for financial analysis and reporting.
• Build and maintain financial models to support strategic initiatives, business planning, and capital allocation decisions.
• Analyze revenue performance, gross margin, operating expenses, profitability, and other key financial and operational drivers.
• Support the evaluation of business cases, acquisitions, partnerships, and investment opportunities through financial analysis.
• Develop scenario analyses and sensitivity models to assess potential outcomes, risks, and opportunities.
• Translate financial and operational data into meaningful insights and recommendations for business and Finance leadership.

Public Company Support

• Partner with Accounting during monthly and quarterly close processes to reconcile actual results with financial forecasts and explain significant variances.
• Support earnings preparation, investor relations activities, and financial analysis related to company guidance.
• Collaborate with Accounting and Internal Audit to support SOX compliance, including documentation, execution, and maintenance of controls related to FP&A processes.
• Assist with internal and external audit requests and provide financial analysis supporting SEC reporting, including quarterly fluctuation analysis.
• Perform FP&A activities in accordance with established public-company governance, reporting, and internal-control requirements.

Process Improvement

• Identify and implement opportunities to improve FP&A processes, forecasting accuracy, reporting efficiency, and analytical capabilities.
• Develop and maintain scalable dashboards, reporting tools, and financial analyses.
• Identify opportunities to automate recurring FP&A activities and improve the use of AI, financial systems, and data.
• Support consistent budgeting, forecasting, reporting, and business analytics practices across the organization.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 5+ years of progressive experience in FP&A, corporate finance, accounting, or a related finance function.
• Experience with financial planning, forecasting, budgeting, and management reporting.
• Strong financial modeling, analytical, and forecasting skills.
• Experience partnering with business and functional leaders to support financial and operational decision-making.
• Experience with financial planning systems and ERP platforms; NetSuite experience is preferred.
• Advanced proficiency in Excel and PowerPoint.
• Strong business acumen with the ability to connect financial results to operational drivers.
• Excellent written and verbal communication skills, including the ability to clearly present financial information to business and Finance leaders.
• Strong cross-functional relationship-building and influencing skills.
• High attention to detail while maintaining an understanding of broader business objectives.
• Strong project management, organizational, and prioritization skills.
• Ability to manage multiple priorities and work effectively in a dynamic, rapidly changing environment.
• Collaborative and proactive working style with a strong sense of ownership and accountability.

Preferred Qualifications

• Experience working in or supporting a publicly traded company.
• Medical device, healthcare, biotechnology, or life sciences industry experience.
• MBA, CPA, or another relevant advanced degree or professional certification.
• Experience with FP&A platforms such as Hyperion, Adaptive Planning, Anaplan, or similar systems.
• Familiarity with business intelligence and data visualization tools such as Power BI or Tableau.
• Experience supporting commercial organizations, including field sales teams.

Equal Opportunity Employer

Mobia Medical provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Mobia Medical provides a comprehensive benefits program to employees. It includes medical, dental and vision plans along with an FSA. Employees may participate in the company 401(k) plan with company matching. The company offers an unlimited Paid Time Off (PTO) program and approximately 18 paid company holidays per year.