Senior FP&A Director: Strategic Finance & Forecasting

Gatik; Santa Clara (CA); On-site; USD 190,000 - 250,000; Full time

Job summary

Gatik is seeking a senior Finance professional to own financial data, reporting, and insights across the company. Reporting to the CFO, you will build statements, dashboards, forecasts, and board materials, and support monthly and quarterly closes.

This onsite Santa Clara role partners with cross‑functional teams to drive timely, accurate financial information for decision making. Join a fast‑growing autonomous logistics company where data-driven decisions shape strategy and governance, with a

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• 10+ years of relevant experience across accounting, finance, FP&A, or related financial functions.
• Strong experience working with ERP systems to generate timely and accurate financial reporting; experience with NetSuite is preferred.
• Experience with international consolidations and the ability to prepare consolidated quarterly financial statements from the trial balance.
• Advanced Excel skills, along with experience using reporting and visualization tools to develop dashboards and track financial and operational KPIs.
• Strong experience with financial planning, budgeting, forecasting, variance analysis, and financial modeling.
• Ability to work with large and complex financial datasets, identify key trends, and translate financial information into actionable business insights.
• Strong cross‑functional communication skills with the ability to partner effectively with Finance, Commercial, Operations, HR, and other teams.
• High attention to detail with the ability to operate independently, manage multiple priorities, and deliver accurate work in a fast‑paced environment.

Responsibilities

• Own the development and generation of ERP-based financial and operational reporting across key functions, including Finance, Operations, Sales & Marketing, and HR.
• Maintain and continuously refine the company’s financial forecasts, including financial statements, liquidity requirements, and leasing activities.
• Partner closely with Commercial, Operations, and other cross-functional teams to understand business developments, incorporate new information, and improve the accuracy of financial projections.
• Develop and implement regional KPI reporting to measure the performance, efficiency, and profitability of individual networks.
• Build and maintain dashboards that provide leadership with timely visibility into key financial and operating performance metrics.
• Support the timely preparation of financial statements from the trial balance and ERP system, including consolidation activities.
• Support strategic financial planning, including annual budgeting, forecasting, scenario analysis, and other analytical projects.
• Partner with the broader Finance team on monthly and quarterly close activities, financial audits, and related reporting requirements.
• Support compensation plan analysis and reporting, including tracking and reporting on applicable revenue‑sharing arrangements.

Skills

ERP systems

NetSuite

Excel

Financial reporting

Financial planning

Financial modeling

Data analysis

Cross-functional collaboration

Education

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

10+ years of relevant experience in accounting/ FP&A

Tools

NetSuite

ERP systems

Excel

Job description

Gatik is seeking a senior Finance professional to own financial data, reporting, and insights across the company. Reporting to the CFO, you will build statements, dashboards, forecasts, and board materials, and support monthly and quarterly closes.

This onsite Santa Clara role partners with cross‑functional teams to drive timely, accurate financial information for decision making. Join a fast‑growing autonomous logistics company where data-driven decisions shape strategy and governance, with a